Senior Financial Advisor (Barrie)

Scotiabank; Barrie; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Financial Consultant to join their dynamic team in Barrie. This role is perfect for someone passionate about helping clients achieve their financial goals through tailored advice and comprehensive planning. You will leverage your extensive experience to build relationships, identify new opportunities, and ensure client satisfaction. Join a purpose-driven team that values inclusivity and collaboration, and thrive in a supportive environment where your contributions truly matter. If you are ready to make an impact and grow your career in a leading financial institution, this opportunity is for you.

Qualifications

• 5+ years of experience providing financial advice in the financial services industry.
• Must hold a university degree and CFP designation.

Responsibilities

• Prepare comprehensive financial plans and investment strategies for clients.
• Build strong client relationships and identify new opportunities.

Skills

Interpersonal Skills

Communication Skills

Client Relationship Management

Financial Planning

Problem Solving

Education

University Degree in Business, Commerce, or Financial Planning

Certified Financial Planner (CFP) Designation

IIROC Licensed

Job description

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

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team in Barrie.

Reporting to the Regional Manager, you will contribute to the overall success of the MD Client Value Performance in Canada, ensuring specific individual goals, plans, and initiatives are executed in support of the team’s business strategies and objectives. You will assist MD clients and their families in achieving their personal financial goals, leveraging 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:

• Facilitate a team approach by actively referring clients to MD Private Investment Counsel, MD Private Trust, MD Insurance, and MD Banking Products. Ensure client needs are proactively addressed in alignment with their current financial situation and life stage as well as their future aspirations.
• Further your knowledge of advanced financial planning concepts, including income tax, investment trends, and compliance with industry regulations.
• Participate in facilitating seminars and information meetings throughout the region, implementing marketing strategies to provide advice and information concerning investment programs and related services.
• Flexibility to travel, as required, is expected.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Pursue effective and efficient operations in accordance with Scotiabank’s Values, Code of Conduct, and Global Sales Principles, ensuring adherence to business controls.

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

• Are inspired by doing the best for your clients and by providing tailored and timely advice.
• Use your exceptional interpersonal skills to build rapport with and influence your clients.
• Have the ability to quickly and clearly understand the client’s perspective.
• Are an outstanding communicator, actively listening and tailoring your responses accordingly.
• Are a rapid responder, prioritizing urgent client needs.
• Take great pride in your personal development and enjoy learning new tools and techniques.
• Embrace change and thrive in an ever-changing environment.
• Enjoy the collaborative process and look forward to partnering with other team members.
• Have a breadth and depth of core financial products and confidence in presenting this information to clients.

The Must Haves:

• Minimum of 5 years’ experience providing financial advice within the financial services industry, coupled with a university degree in business, commerce, or financial planning, and hold the Certified Financial Planner (CFP) designation.
• IIROC licensed as a Registered Representative (IIROC-RR) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH), and 90-day training.
• Life License (LLQP) and a willingness to complete other regulatory requirements.

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.

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.