Consultant(e) / Senior Consultant(e) - Finance et Management

7 days ago

Halifax, Canada Scotiabank Full time

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.

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 and leverage your experience 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.

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.
  • Further your knowledge of advanced financial planning concepts including income tax, investment trends, and compliance with all industry regulations.
  • Participate in facilitating seminars and information meetings throughout the region, as well as implementing marketing strategies.
  • Flexibility to travel, as required.
  • 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 in accordance with Scotiabank’s Values, Code of Conduct, and Global Sales Principles.

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 providing tailored and timely advice.
  • Use exceptional interpersonal skills to build rapport with and influence clients.
  • Quickly and clearly understand the client’s perspective, influencing your choice of strategies and products.
  • Are an outstanding communicator who actively listens and tailors responses based on the client’s understanding.
  • Prioritize getting things done for your clients.
  • 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, 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.

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.

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