Senior Financial Consultant (Barrie)

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

Job summary

Join a purpose-driven team as a Senior Financial Consultant, where you will leverage your expertise to help clients achieve their financial goals. This role involves collaborating with specialists, building strong client relationships, and developing tailored financial strategies. You will thrive in a dynamic environment, enhancing your skills while contributing to the success of clients and the organization. If you are passionate about providing exceptional financial advice and are ready to make a difference, this opportunity is perfect for you. Embrace the chance to grow in a supportive and inclusive culture at a leading bank in the Americas.

Qualifications

• 5+ years of experience in financial advice within the industry.
• University degree and CFP designation are required.

Responsibilities

• Assist clients in achieving personal financial goals.
• Prepare comprehensive financial plans and investment strategies.

Skills

Financial advising

Interpersonal skills

Client relationship management

Communication skills

Problem-solving

Financial products knowledge

Education

University degree in business, commerce, or financial planning

Certified Financial Planner (CFP) designation

Completion of Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Tools

Financial planning software

CRM tools

Job description

Title: Senior Financial Consultant (Barrie)

Requisition ID: 210464

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 Richmond Hill.

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. 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:

• Facilitate a team approach by actively referring clients to MD Private Investment Counsel, MD Private Trust, MD Insurance, and MD Banking Products. You will ensure client needs are proactively addressed in alignment with their current financial situation and life stage.
• Further your knowledge of advanced financial planning concepts including income tax, investment trends and products, and compliance with all industry regulations to minimize risk and expense to the company.
• Participate in facilitating seminars and information meetings throughout the region, as well as implementing marketing strategies to provide advice 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 day-to-day 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 exceptional interpersonal skills to build rapport with clients and understand the importance of client trust.
• Can quickly understand the client’s perspective, influencing your choice of strategies and products.
• Are an outstanding communicator, actively listening and tailoring your response based on your client’s understanding.
• Are a rapid responder, prioritizing urgent client needs.
• Take 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 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) and the Conduct and Practices Handbook (CPH).
• 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 and are committed to creating an inclusive and accessible environment. If you require accommodation during the recruitment process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest; however, only those selected for an interview will be contacted.