Wealth Advisor - Halifax

MD Financial Management | Gestion financière MD; Halifax; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Performance Bonus

Employee Share Ownership Program

Pension Plan Matching

Banking Benefits

Health Benefits from day one

Job summary

Scotiabank is seeking a Financial Consultant in Halifax, Canada to assist clients and their families in achieving personal financial goals. You will prepare comprehensive financial plans, develop investment strategies, and build relationships with MD’s specialist advisors to grow the client base.

Travel within the region is required, with a focus on compliance and effective operations. The role emphasizes a customer-focused culture, meeting regional targets, and ongoing learning about taxation,

Qualifications

• University degree in business, commerce or a degree related to financial planning.
• RR licensed CIRO and Life License (LLQP) with willingness to complete regulatory requirements.
• 2+ years financial planning experience in financial services.
• Strong marketing and presentation skills.
• Excellent communication and interpersonal abilities.
• Previous lending experience is an asset.

Responsibilities

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships and knowledge.
• Prepare and execute quarterly business plans to meet individual, regional and corporate targets.
• Prospect and grow the client base.
• Prepare comprehensive financial plans and investment strategies based on MD Management programs and guidance.
• Conduct financial planning seminars and information meetings to inform clients about new strategies and regulatory changes.
• Travel within established travel circuit.
• Ensure compliance with industry regulations and program requirements.
• Support marketing and management with input on potential new products and services.

Skills

Business degree

CIRO license

LLQP Life License

Financial planning

Sales experience

Marketing skills

Presentation skills

Communication skills

Interpersonal skills

Lending experience

Education

University degree in business/commerce or related

Job description

Requisition ID: 273665

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

Contributes to the overall success of MD Wealth 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 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.

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

• University degree in business, commerce or a degree related to practice of financial planning


• RR licensed CIRO


• Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License (LLQP) (all other provinces), and the willingness to complete other regulatory requirements


• 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?

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.

Location(s): Canada : Nova Scotia : Halifax

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.