Senior Financial Consultant, MD Financial

Scotia Wealth Management; Quebec; On-site; CAD 70,000 - 100,000; Full time

Job summary

Scotiabank in Canada is seeking a Senior Financial Consultant to support MD clients and their families by crafting comprehensive financial plans and investment strategies. You will partner with Specialists Advisors to broaden client relationships and develop opportunities for growth while maintaining regulatory compliance. The role emphasizes strong client service, relationship building, and effective communication, with frequent regional travel within Quebec.

A CIRO-RR license and F. Pl.

Qualifications

• College or university degree required.

Responsibilities

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships.
• Prepare and execute quarterly business plans to meet individual, regional and corporate targets.
• Actively participate in prospecting to grow the client base.
• Complete comprehensive financial planning across risk management, estate planning, budgeting, tax and retirement.
• Develop and present investment strategies based on MD Management's portfolios.
• Travel within the defined region as needed.
• Ensure compliance with industry regulations and internal policies.

Skills

Customer focus

Public speaking

Sales

Relationship building

Communication

MS Word / MS Excel

Education

College or university degree

CIRO license (RR) + CIRE/RSE

F. Pl. designation

Life License (LLQP) asset

PQPA/Group Annuity asset

Tools

Portfolio management software

Financial planning software

Job description

• F. Pl. designation

Requisition ID: 267740

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

As a Senior 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.

Education, Professional Experience, Certifications and Skills required:

• College or university degree.


• CIRO licensed as a Registered Representative (CIRO-RR) including completion of the Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam (RSE), RR Internal Dealer Training.


• F. Pl. designation


• Life License (LLQP) is an asset. Completion of the Group Annuity Sector (PQPAV) - Quebec offices only - is an asset.


• You have a breadth and depth or core financial products and a high-level of comfort and confidence in presenting this information to clients.


• Strong computer skills with an above average understanding of MS Word, MS Excel, and portfolio management and financial planning software.


• Previous lending experience will be considered an asset


• 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 public speaking abilities


• Strong communication and interpersonal skills

Location(s): Canada : Quebec : Sherbrooke || Canada : Quebec : Trois-Rivières

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.