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Added 24 mins ago
OA
Field Marketing Manager-Acheson, AB
Oldcastle APG
Acheson, AB
- Other
The Regional Marketing Manager leads planning, development, and execution of market-specific strategy and tactics to drive the success of our building products, customer engagement and…
Added 24 mins ago
NS
Challenging Behavior Coordinator - Continuing Care
Nova Scotia Health Authority
Halifax, NS
- Full-time
Accountable to the Continuing Care Behavioral Health Manager, the Challenging Behaviour Resource Coordinator (CBRC) is responsible for facilitating and supporting the implementation of the…
Added 26 mins ago
I
Client Delivery Manager
Insight
Calgary, AB
- Full-time
The Client Delivery Manager will focus on successful customer experiences and will directly interact with our customers, Service Delivery, Practice teams, and Sales to deliver the highest…
Added 26 mins ago
Physiotherapist - Rehabilitation Services
Nova Scotia Health and IWK Health
Middleton, NS
Reporting to the Health Services Manager, the Physiotherapist assesses, diagnoses and treats patients who present with actual or potential impairment, pain, functional limitations or…
Added 39 mins ago
RT
Information Technology Product Manager
Rang Technologies Inc
Toronto, ON
- Contract
Position: Senior Specialist - IT Product Manager
Added 39 mins ago
TU
Safety Planning Specialist
The University of British Columbia
Vancouver, BC
- $6,949.92 to $9,992.5 CAD / month
- Full-time
The Safety Planning Specialist reports to the Senior Manager, Threat Management Program, and assists with the administrative and operational management of the departmental objectives. This…
Added 39 mins ago
TU
Change and Transformation Lead
The University of British Columbia
Vancouver, BC
- $8,810.92 to $13,202.5 CAD / month
- Full-time
This position reports to the Manager, Governance, Strategy & Planning, assisting with strategic thinking and leading change and transformation practice. The position has extensive contact…
Added 39 mins ago
CH
Winter 2026/27 - Massage Practitioner
CMH Heli-Skiing & Summer Adventures
BC · British Columbia, Canada
- Full-time
Current authorization/registration to practice massage therapy in Canada, as required.
Added 39 mins ago
HS
Technical Customer Support
Henry Schein One UK
Surrey, BC
- Full-time
…quality experience for their patients. In fact, one connected practice management system simplifies each step of the patient experience - from first contact and scheduling to clinical…
Added 39 mins ago
TU
Clinical Research Coordinator
The University of British Columbia
Vancouver, BC
- $4,845.17 to $5,713.66 CAD / month
- Full-time
The Research Technician (RT3) will report directly to the Clinical Trials Unit Manager (CTU Manager) who is under the supervision of the Division Head and Research Director, respectively.…
Added 39 mins ago
TU
Junior Data Coordinator
The University of British Columbia
Vancouver, BC
- $5,692.25 to $8,179.5 CAD / month
- Full-time
…Faculty of Medicine is a leader in both the science and the practice of medicine. Across British Columbia, more than 12,000 faculty and staff are training the next generation of doctors and…
Added 39 mins ago
CH
Administrator, Information Systems
CMH Heli-Skiing & Summer Adventures
AB · Alberta, Canada
- Full-time
…infrastructure changes and upgrades, and implementing cybersecurity best practice. This is a hands-on, in-person role based in Banff that includes occasional on-call work and travel to…
Added 54 mins ago
PM
Administrative Assistant
Prairie Mountain Health
Brandon, MB
- Full-time
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…
Added 54 mins ago
PM
Security Officer
Prairie Mountain Health
Brandon, MB
- Full-time
Eligible for and maintains licensure to practice as a Security Officer (Guard) in the province of Manitoba
Added 54 mins ago
LH
Shelter Resource Worker
Lookout Housing and Health
Courtenay, BC
- Full-time
The Shelter Resource Worker (SRW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s…
Added 54 mins ago
LH
Shelter Resource Worker
Lookout Housing and Health
Courtenay, BC
- Full-time
The Shelter Resource Worker (SRW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s…
Added 54 mins ago
LH
Shelter Resource Worker
Lookout Housing and Health
Courtenay, BC
- Full-time
The Shelter Resource Worker (SRW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s…
Added 54 mins ago
LH
Shelter Resource Worker
Lookout Housing and Health
Courtenay, BC
- Full-time
The Shelter Resource Worker (SRW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s…
Added 54 mins ago
LH
Shelter Resource Worker
Lookout Housing and Health
Courtenay, BC
- Part-time
The Shelter Resource Worker (SRW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s…
Added 54 mins ago
LH
Shelter Resource Worker
Lookout Housing and Health
Courtenay, BC
- Full-time
The Shelter Resource Worker (SRW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s…
Added 54 mins ago
LH
Shelter Resource Worker
Lookout Housing and Health
Courtenay, BC
- Full-time
The Shelter Resource Worker (SRW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s…
Added 54 mins ago
LH
Shelter Resource Worker
Lookout Housing and Health
Courtenay, BC
- Part-time
The Shelter Resource Worker (SRW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s…
Added 54 mins ago
OH
Coordonnateur des services cliniques /Clinical Services Coordinator
Ontario Health | Santé Ontario
Toronto, ON
- Full-time
Added 54 mins ago
LH
Harm Reduction Outreach
Lookout Housing and Health
Abbotsford, BC
- Full-time
The Harm Reduction Outreach Worker (HRO) supports Lookout’s Harm Reduction Program under the direction of the Program Manager. The HRO gives oversight of harm reduction supplies throughout…
Added 54 mins ago
ML
Associate General Counsel
Maple Leaf Foods Inc
Mississauga, ON
- Full-time
Lead synthesis of enterprise risk information and support clear, decision-useful reporting for senior leadership and the Board, coordinated with the Manager supporting program mechanics.

Scotiabank

Financial Consultant - Ottawa

Ottawa, ON, K1Z 8R9, Canada

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Job details

Experience: 2+ years financial planning experience within the financial services industry
Posting language: English
Posted: Oct 8, 2026

Original job description

Requisition ID: 275472

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a Financial Consultant you will contribute to the overall success of MD Financial Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. Reporting to the Regional Manager, as a Financial Consultant, you will assist MD clients and their families in achieving their personal financial goals. Working as a partner with MD’s Specialist Advisors, you will leverage your years of experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for clients. You will identify and develop new opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans.

Is this role right for you? In this role, you will:

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets

Actively participate in prospecting

Complete financial planning in the areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting

Prepare comprehensive financial plans and specific investment strategies based on MD Management developed and managed optimal portfolio ranges

Understand and comply with all industry regulations and MD's program and process requirements

Conduct financial planning seminars and information meetings throughout the region to inform clients about new strategies, legislative changes and MD Management's programs

Increase visibility of products and services through contact with centers of influence

Keep current on issues affecting the financial affairs of clients, including a general knowledge of income tax, investment trends and products, as well as any other issues impacting clients

Provide input to marketing and management concerning potential new products and services

Travel within established travel circuit

Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Champions a high-performance environment and contributes to an inclusive work environment.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

Relevant degree or diploma from an accredited post-secondary institution or four years of relevant experience. CIRO licensed as a Registered Representative (CIRO-RR) including completion of the Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam (RSE) or Wealth Management Essentials (WME) Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License (LLQP) (all other provinces), and the willingness to complete other regulatory requirements including RR Dealer Member Training and Conduct Training Course Previous lending experience will be considered an asset Strong working knowledge of Financial Planning Good product knowledge A demonstrated track record of above average sales in a financial services or related environment 2+ years financial planning experience within the financial services industry Strong marketing skills Excellent presentation skills Strong communication and interpersonal skills Proficiency in Canada’s two official languages is an asset.

What's in it for you?

The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers. Your career matters! You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and celebrates success! You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one! You will relish work-life balance, team events, and opportunities to participate in the community.

#SWM

Location(s): Canada : Ontario : Ottawa

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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More about this job

Responsibilities

The Financial Consultant will assist clients in achieving personal financial goals by preparing comprehensive financial plans and investment strategies. They are also responsible for prospecting new clients, conducting financial planning seminars, and ensuring compliance with regulatory and internal bank policies.

Requirements

Candidates must have a relevant degree or diploma or four years of experience, along with CIRO licensing as a Registered Representative and Life License (LLQP). A demonstrated track record of above-average sales in the financial services industry and at least two years of financial planning experience are required.

Skills

Financial planning
Investment management
Risk management
Estate planning
Liability management
Retirement planning
Tax planning
Client prospecting
Relationship building
Sales
Presentation skills
Communication skills
Interpersonal skills
Financial analysis
Portfolio management

Benefits

Performance bonus
Employee share ownership program
Pension plan matching
Banking benefits
Health benefits
Career development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Financial Consultant
Wealth Management
CIRO
LLQP
Financial Planning
Investment Strategies
Estate Planning
Retirement Planning
Tax Planning
Prospecting
Client Retention
Portfolio Management
Regulatory Compliance
Scotiabank
MD Financial Management
Sales
Business Planning
Risk Management
Banking
Financial Services

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