Senior Advisor Investment and Financial planning

2 months ago

Calgary, Canada MD Financial Management Full time

Requisition ID: 209443

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 Calgary.

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:
  • As part of a broader network of MD financial experts, 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 products, and compliance with all industry regulations.
  • 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.
  • Pursue effective and efficient operations in accordance with Scotiabank’s Values, its Code of Conduct, and the 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 by providing tailored and timely advice.
  • Use your exceptional interpersonal skills to build rapport with and influence your clients.
  • Have the ability to quickly and clearly understand the client’s perspective.
  • Are an outstanding communicator who actively listens and tailors your response accordingly.
  • Are a rapid responder, prioritizing urgent client needs.
  • 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.
  • 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), the Conduct and Practices Handbook (CPH) and 90-day training.
  • Life License (LLQP) and a willingness to complete other regulatory requirements.
  • Wealth Management Essentials (post-licensing requirement).

Location(s): Canada : Alberta : Calgary

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 to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role.

#J-18808-Ljbffr

  • Financial Advisor

    10 hours ago

    Calgary, Alberta, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    About Us: Griffith & Associates Financial & Estate Planning Services Ltd is a well-established financial planning firm based in Calgary, Alberta. With nearly two decades of experience, they have earned a reputation as one of the top firms in the city, excelling in comprehensive financial, tax, and estate planning services.We are seeking an Associate...

  • Financial Advisor

    2 weeks ago

    Calgary, Alberta, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    About Griffith & Associates Financial & Estate Planning Services Ltd.A leading financial planning firm in Calgary, Alberta, with a reputation for delivering expert advice on wealth management and estate planning.Job SummaryWe are seeking an experienced Associate Financial Advisor to join our dynamic team. As a key member of our advisory team, you will be...

  • Associate Financial Advisor

    2 weeks ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Full time

    Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over...

  • Senior Financial Planning Consultant

    4 weeks ago

    Calgary, Alberta, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    About Griffith & Associates Financial & Estate Planning Services LtdWe are a reputable financial planning firm in Calgary, Alberta, with a strong presence in the market. Our team of experts excels in providing in-depth financial, tax, and estate planning services to executives and business owners.As one of Calgary's top firms, we manage over $300 million in...

  • Financial Advisor

    7 months ago

    Calgary, Canada Evermark Financial Full time

    Who we are: Evermark Financial is a boutique financial services firm based in Cochrane, Alberta. We pride ourselves on always doing the right thing for our clients - whether we are helping them with their investments, retirement planning, insurance, or group plan, the client always comes first. Evermark is a small, tight-knit team and we really value our...

  • Expert Wealth Advisor

    1 week ago

    Calgary, Alberta, Canada Up Financial Full time

    About UsUp Financial is a reputable wealth management firm dedicated to providing expert investment advice and comprehensive financial planning services across Canada and the US.Job DescriptionWe are seeking an experienced Financial Planning Specialist to join our team. As an independent contractor, you will have the autonomy to run your own practice while...

  • Associate Financial Advisor

    1 week ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Full time

    Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over...

  • Associate Financial Advisor

    7 months ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over...

  • Strategic Financial Planning Expert

    1 month ago

    Calgary, Alberta, Canada MD Financial Management Full time

    About MD Management LimitedMD Management Limited, a division of Scotia Wealth Management, is a leading provider of comprehensive financial services. With a commitment to excellence and customer satisfaction, we strive to deliver exceptional results in an inclusive and high-performing environment.We are seeking a talented Senior Financial Consultant to join...

  • Financial Advisor

    5 days ago

    Calgary, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Financial Advisor Associate

    3 days ago

    Calgary, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Financial Advisor

    3 months ago

    Calgary, Canada AI Financial Power Group Full time

    **Financial Advisor** Do you want to expand your insurance business? Do you want to make investment for your clients? Do you enjoy building relationships? Are you are seeking a new career opportunity or change to a different industry? Are you currently working in the financial services industry and are seeking a change and opportunity to positively impact...

  • Financial Advisor

    7 days ago

    Calgary, Canada ATB Financial Full time

    **OUR BOTTOM LINE IS DIFFERENT.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Wealth Planning Advisor

    3 months ago

    Calgary, Canada BMO Financial Group Full time

    525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 **Wealth Planning Advisor** The Wealth Planning Support Team is a business unit within BMO Wealth Planning, Trust & Advisory Services, dedicated to providing advisory, planning solutions, and Subject Matter Expertise support to BMO Wealth Professionals around the wealth planning process. Wealth **Quality...

  • Associate Advisor

    2 months ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    About the JobGriffith & Associates is a financial planning firm in Calgary, Alberta. In almost 2 decades, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning.  Their dynamic team excels in building strategies for executives and business owners.  They currently service over 2000 households and manage...

  • Associate Advisor

    1 week ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    About the Job:Griffith & Associates is a financial planning firm in Calgary, Alberta. In almost 2 decades, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage...

  • Investment Planning and Financial Solutions Specialist

    2 weeks ago

    Calgary, Alberta, Canada BMO Financial Full time

    BMO Financial Group is a leading banking institution committed to growing the good in business and life. We are seeking a talented Investment Planning and Financial Solutions Specialist to join our team.">">About Us">We strive to create lasting, positive change for our customers, communities, and people. By working together, innovating, and pushing...

  • Financial Advisor Assistant

    2 months ago

    Calgary, Canada Raymond James Financial, Inc. Full time

    **Financial Advisor Assistant** - 2403759 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...

  • Remote Financial Advisor--Independent Contractor

    4 days ago

    Calgary, AB, Canada Up Financial Full time

    Licensed Financial Advisor - Wealth Management 🌟 Up Financial is a Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning across Canada and the US. Up Financial was established to provide clients with independent, customized advice without the conflicts...

  • Financial Advisor Associate, Support Team

    4 months ago

    Calgary, Canada ATB Financial Full time

    At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...