Current jobs related to Associate, Senior Associate - Surrey - MD Financial Management

  • Caring Support Associate

    1 week ago

    Surrey, British Columbia, Canada ATL Senior Living Full time

    We are seeking a dedicated and compassionate Caring Support Associate to join our team at ATL Senior Living. As a key member of our care team, you will provide personalized support and assistance to our residents, ensuring their comfort, dignity, and well-being.RequirementsSecondary (high) school graduation certificate1 year to less than 2 years of...

  • Senior Microsoft Sales Associate

    1 month ago

    Surrey, British Columbia, Canada Best Buy Full time

    Are you passionate about working with people and Microsoft products? We are seeking a Senior Microsoft Sales Associate to be the face of the Windows store within Best Buy. In this role, you will be equipped with the skills and knowledge to confidently assist our customers.This is a dynamic role that requires periodic offsite training. As a Senior Microsoft...

  • Senior Microsoft Sales Associate

    1 month ago

    Surrey, British Columbia, Canada Best Buy Full time

    Are you passionate about working with people and Microsoft products? We are seeking a Senior Microsoft Sales Associate to be the face of the Windows store within Best Buy. In this role, you will be equipped with the skills and knowledge to confidently assist our customers.This is a dynamic role that requires periodic offsite training. As a Senior Microsoft...

  • Senior Retail Sales Associate

    2 months ago

    Surrey, British Columbia, Canada Best Buy Full time

    About the Role:We are seeking a highly skilled and enthusiastic Senior Retail Sales Associate to join our team at Best Buy. As a Senior Retail Sales Associate, you will be responsible for providing exceptional customer service and technical support to our customers.Key Responsibilities:Provide information and expert advice to customers on Best Buy products...

  • Senior Retail Sales Associate

    2 months ago

    Surrey, British Columbia, Canada Best Buy Full time

    About the Role:We are seeking a highly skilled and enthusiastic Senior Retail Sales Associate to join our team at Best Buy. As a Senior Retail Sales Associate, you will be responsible for providing exceptional customer service and technical support to our customers.Key Responsibilities:Provide information and expert advice to customers on Best Buy products...

  • Senior Microsoft Sales Associate

    1 month ago

    Surrey, British Columbia, Canada Best Buy Full time

    Are you passionate about working with people and Microsoft products? We are seeking a Senior Microsoft Sales Associate to be the face of the Windows store within Best Buy. In this role, you will be equipped with the skills and knowledge to confidently assist our customers.This is a dynamic role that requires periodic offsite training. As a Senior Microsoft...

  • Senior Microsoft Sales Associate

    1 month ago

    Surrey, British Columbia, Canada Best Buy Full time

    Are you passionate about working with people and Microsoft products? We are seeking a Senior Microsoft Sales Associate to be the face of the Windows store within Best Buy. In this role, you will be equipped with the skills and knowledge to confidently assist our customers.This is a dynamic role that requires periodic offsite training. As a Senior Microsoft...

  • Senior Support Associate

    3 days ago

    Surrey, British Columbia, Canada Can American Enterprises Ltd Full time

    We are seeking an organized and detail-oriented Senior Support Associate to join our team at Can American Enterprises Ltd. The ideal candidate will have a secondary school graduation certificate and at least one year of experience in a similar role. Key responsibilities will include recording meeting minutes, establishing office procedures, and scheduling...

  • Senior Microsoft Sales Associate

    4 weeks ago

    Surrey, British Columbia, Canada Best Buy Full time

    Are you passionate about working with people and Microsoft products? We are seeking a Senior Microsoft Sales Associate to join our team at Best Buy. In this role, you will be the face of the Windows store within Best Buy, providing exceptional customer service and product knowledge to our customers.This is a fantastic opportunity to grow your career in...

  • Senior Microsoft Sales Associate

    4 weeks ago

    Surrey, British Columbia, Canada Best Buy Full time

    Are you passionate about working with people and Microsoft products? We are seeking a Senior Microsoft Sales Associate to join our team at Best Buy. In this role, you will be the face of the Windows store within Best Buy, providing exceptional customer service and product knowledge to our customers.This is a fantastic opportunity to grow your career in...

  • Senior Kitchen Associate

    2 weeks ago

    Surrey, British Columbia, Canada HS PIZZA 80 INC. Full time

    Job SummaryHS PIZZA 80 INC. is seeking a highly skilled and experienced Senior Kitchen Associate to join our team. As a key member of our kitchen staff, you will be responsible for preparing and cooking complete meals or individual dishes and foods, as well as supervising kitchen staff and helpers.Key ResponsibilitiesPrepare and cook complete meals or...

  • Senior Support Associate

    2 weeks ago

    Surrey, British Columbia, Canada PB-23 DRYWALL & CONSTRUCTION LTD. Full time

    PB-23 DRYWALL & CONSTRUCTION LTD. is seeking a skilled Senior Support Associate to join their team.The ideal candidate will have Secondary (high) school graduation certificate and less than 7 months of experience. They will be responsible for arranging and coordinating seminars, conferences, and other events, as well as assisting with staff consultation and...

  • Sales Floor Associate

    5 months ago

    Surrey, Canada Value Village Full time

    **Job Title: Sales Floor Associate** **Who we are**: - Our brands are Savers (in the U.S.), 2nd Ave (in the U.S.), Value Village (in the U.S. and Canada), Unique (in the U.S.), Village des Valeurs (in Quebec) and Savers Australia. _ **Summary & Positions**: At Savers / Value Village our Sales Floor Associates create an awesome experience for our...

  • Sales Associate

    2 months ago

    Surrey, Canada Olsen Europe Full time

    **We are currently recruiting for**: - Senior Stylist (Sales) - Stylist (Sales Associates) Part-time and Full-time **RETAIL SALES ASSOCIATE (Stylist, Senior Sales Associate)** Olsen offers a competitive base hourly rate along with a generous commission structure, bonus plan, clothing allotment and store discount. We are looking for a responsible and...

  • Warehouse Associate

    10 hours ago

    Surrey, Canada White Cap Canada Inc. Full time

    **Why White Cap Canada?** A position at White Cap isn’t your ordinary job. You’ll work in an exciting and diverse environment, meet interesting people, and have a variety of career opportunities. The White Cap family is committed to **Building Trust in Every Job**. We do this by being deeply knowledgeable, fully capable, and always dependable, and our...

  • Microsoft Sales Associate

    3 weeks ago

    Surrey, British Columbia, Canada Best Buy Full time

    Are you passionate about working with people and Microsoft products? We are seeking a Senior Microsoft Sales Associate to be the face of the Windows store within Best Buy. In this role, you will be equipped with the skills and knowledge to confidently assist our customers.This role requires periodic offsite training and the ability to adapt to dynamic...

  • Sales Associate

    3 weeks ago

    Surrey, British Columbia, Canada BC Ltd Full time

    We are seeking a Sales Associate to join our team at BC Ltd. The ideal candidate will have no degree, certificate, or diploma, but experience is an asset. The Sales Associate will be responsible for accepting cash, cheque, credit card, or automatic debit payment, advertising and/or promoting products, sales, or services, providing customer service, and...

  • Warehouse Associate

    13 hours ago

    Surrey, Canada White Cap Canada Inc. Full time

    Why White Cap Canada?A position at White Cap isn’t your ordinary job. You’ll work in an exciting and diverse environment, meet interesting people, and have a variety of career opportunities. The White Cap family is committed to Building Trust in Every Job. We do this by being deeply knowledgeable, fully capable, and always dependable, and our associates...

  • Warehouse Associate

    1 day ago

    Surrey, Canada White Cap Canada Inc. Full time

    Why White Cap Canada?A position at White Cap isn’t your ordinary job. You’ll work in an exciting and diverse environment, meet interesting people, and have a variety of career opportunities. The White Cap family is committed to Building Trust in Every Job. We do this by being deeply knowledgeable, fully capable, and always dependable, and our associates...

  • Fashion Associate

    5 months ago

    Surrey, Canada Walmart Canada Full time

    **Position Summary... **:Working as a Fashion Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Fashion Associate is a customer service champion that processes and stocks all fashion merchandise and maintains merchandise standards, including modular and signage integrity, all in a safe and clean environment. This...

Associate, Senior Associate

2 months ago

Surrey, Canada MD Financial Management Full time

Requisition ID: 205899


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 Surrey.

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, 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 Senior 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:


  • As part of a broader network of MD financial experts you will facilitate a team approach by actively referring clients to MD Private Investment Counsel (discretionary management), MD Private Trust (estate and executor services), MD Insurance and MD Banking Products (Scotiabank). You will also work to ensure client needs are pro-actively 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 products, and any other issues having an impact on MD clients. Your thorough understanding of compliance with all industry regulations will ensure accurate administration of all client transactions and compliance requirements, thus minimizing risk and expense to the company.
  • As a Senior Financial Consultant, you will participate in facilitating seminars and information meetings throughout the region, as well as 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.
  • Actively pursue 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:


  • 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 and understand the critical importance of client trust.
  • Have the ability to quickly and clearly understand the client’s perspective which in turn directly influences your choice of strategies and products and how you present them to clients.
  • Are an outstanding communicator. You actively listen and tailor your response accordingly based on your client’s level of understanding and interest.
  • Are a rapid responder – what’s urgent for your client is also urgent for you. You make ‘getting things done’ a priority.
  • 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 to best service your client.
  • Have a breadth and depth of core financial products and a high-level of comfort 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. Completion of the Group Annuity Sector (PQPAV) (Quebec offices only)
  • Wealth Management Essentials (post-licensing requirement)

Location(s): Canada : British Columbia : Surrey

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. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

#J-18808-Ljbffr