Financial Advisor Edmonton

Scotia Wealth Management; Edmonton; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation package

Pension plan

Employee Share Ownership Plan

Scotia Academy for development

Job summary

Scotia Wealth Management in Canada seeks a Financial Consultant Early Career to support MD clients and families in achieving financial goals. You will prepare comprehensive financial plans and investment strategies, partner with Specialist Advisors, and grow the client base while ensuring regulatory compliance.

The role involves traveling within the region, delivering seminars, and maintaining up-to-date knowledge of tax, investments, and planning strategies to assist clients effectively.

Qualifications

• Degree or diploma from a post-secondary institution or 4+ years of relevant experience.
• CIRO license as Registered Representative (CIRO-RR) including completion of CIRE, RSE.
• Completion of PQPAV (Quebec only); LLQP (other provinces) and related regulatory requirements.

Responsibilities

• Deepen client relationships and leverage Bank resources.
• Prepare and execute quarterly business plans to meet targets.
• Prospect for new clients and retain existing clients through comprehensive financial plans.
• Develop financial plans and investment strategies based on MD Management's portfolio range.
• Travel within the established travel circuit.

Skills

Client focus

Sales experience

Communication

Presentation skills

Interpersonal skills

Financial planning

Education

Post-secondary degree or diploma

CIRO RR license

Job description

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

The Financial Consultant Early Career contributes to the overall success of MD Financial Consultant 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:

• Champion 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 range
• 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

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 (RSE)
• 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

What’s In It For You

• Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers
• An organization committed to making a difference in our communities– for you and our clients
• An inclusive working environment that encourages creativity, curiosity and celebrates success
• Learning and Development – free access to Scotia Academy to upskill and develop your skills

Location(s): Canada : Alberta : Edmonton

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.