Financial Consultant

1 week ago


Edmonton, Canada MD Financial Management Full time

Requisition ID: 182710

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

MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant to join our team.

As a Financial Consultant, you will be accountable for developing comprehensive and personalized financial plans and specific investment strategies for physician clients and their families tied to the physician lifecycle and various life events.

Is this role right for you? In this role you will:

- Build rapport and trusted relationships with your clients through active listening and by developing an appreciation of what’s important to the client. You’ll recommend an approach based on the client’s level of understanding and interest tailored to their specific needs.
- Identify and develop new business opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans.
- As part of a broader network of MD financial experts, you will facilitate a team approach by actively partnering with MD Private Investment Counsel (discretionary management), MD Private Trust (estate and executor services), Scotia Wealth Insurance Services and Scotiabank (Private Banking, Mortgages, etc..). 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.

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

- A desire to learn - to further your knowledge of advanced financial planning concepts including tax, incorporation, portfolio, and risk management
- A commitment to compliance - an understanding of industry regulations and associated requirements and an appreciation for Scotiabank’s commitment to ethical day to day activities and decisions
- Marketing savvy - a comfort in facilitating seminars and information meetings designed to provide advice and information concerning investment programs and related services
- A sense of urgency - what’s urgent for your client is urgent for you. Attending to their needs is your priority.
- The ability to work independently and as part of a broader team
- A high level of comfort with technology to support virtual meetings and CRM
- Confidence - in yourself, in MD’s products, in asking for the business

The Must Haves:

- University degree or college diploma in business, commerce or financial planning
- 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)
- Wealth Management Essentials (post-licensing requirement)

What’s in it for you?
- We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
- We believe an inclusive and diverse work environment makes for happy and productive employees.
- We offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
- We offer competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
- We offer generous paid time off programs
- We offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.

Location(s): Canada : Alberta : Edmonton

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.



  • Edmonton, Alberta, Canada BMO Financial Full time

    Job Description:">The Home Lending Consultant role at BMO Financial Group is a dynamic and challenging opportunity for a skilled professional to join our team. In this position, you will work closely with customers to understand their financial needs and provide expert guidance on home financing options.">BMO Financial Group is a leading financial...


  • Edmonton, Alberta, Canada Vic Pipke Financial Professional Full time

    Vic Pipke Financial Professional is seeking a highly motivated and experienced Professional Financial Services Broker and Team Leader to join our team.In this role, you will have the opportunity to work in a fast-paced environment, driving business growth and development through innovative strategies and tactics.Your primary responsibility will be to lead a...


  • Edmonton, Alberta, Canada Definity Financial Corporation Full time

    We are seeking a highly skilled Technical Underwriting Consultant to join our team at Definity Financial Corporation. The successful candidate will have a strong background in property and casualty underwriting, with a focus on risk management and mitigation strategies.The Technical Underwriting Consultant will be responsible for developing and implementing...


  • Edmonton, Alberta, Canada Fairstone Financial Inc. Full time

    Loan Solutions ConsultantLoan Solutions ConsultantApply locations: Calgary North, AlbertaTime type: Full timePosted on: Posted YesterdayJob requisition id: R22186WHO WE ARE:Fairstone Financial is a leading Canadian provider of responsible lending solutions, offering personal loans and retail point-of-sale financing. With a focus on customer service and...


  • Edmonton, Alberta, Canada Bomcas Full time

    First Nations Financial Governance ConsultantsBOMCAS Canada's First Nations Financial Governance Consultants are dedicated to building financial sovereignty within Indigenous communities. By collaboratively designing financial governance structures, economic development plans, and capacity-building initiatives, they empower communities to control their...


  • Edmonton, Alberta, Canada Fairstone Financial Inc. Full time

    Company OverviewFairstone Financial Inc. is a leading Canadian provider of responsible lending solutions, offering personal loans and retail point-of-sale financing. With a focus on customer service and community engagement, Fairstone helps individuals and businesses meet their financial needs through flexible and accessible lending options.The company's...


  • Edmonton, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the Opportunity?** RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and...


  • Edmonton, Alberta, Canada Bomcas Full time

    About BOMCAS Canada: BOMCAS Canada is a distinguished accounting firm dedicated to delivering exceptional financial solutions tailored to a diverse clientele. Rooted in expertise, innovation, and client-centric values, we excel in providing unparalleled service in the dynamic landscape of finance. Our team of professionals upholds the highest standards of...


  • Edmonton, Canada Greatway Financial Inc Full time

    Are you looking for a way to supplement your current salary, where you can earn as much as $50,000-$100,000 annually as part-time (no need to resign from your current job) while managing your own time, and working either in the comfort of your home or at our office. Explore these options and see what we can offer. **PART-TIME / FULL-TIME FINANCIAL ADVISOR**...


  • Edmonton, Canada RBC Full time

    Job SummaryJob DescriptionWhat is the Opportunity?RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors...

  • Practice Consultant

    3 weeks ago


    Edmonton, 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,...


  • Edmonton, Alberta, Canada Intact Financial Corporation Full time

    À Intact Financial Corporation, nous sommes convaincus que la réussite est davantage une affaire de valeurs que de récompenses. Nous recherchons un Consultant en Évaluation de Biens Immobiliers qui partagera notre vision et sera poussé à donner le meilleur de lui-même.">Nos équipes sont au cœur de tout ce que nous faisons. Ensemble, nous aidons les...


  • Edmonton, Alberta, Canada RECRUITMENT PARTNERS Full time

    Job Description: As a Senior Financial Analyst at RECRUITMENT PARTNERS, you will play a key role in managing financial data to support decision-making on financial plans, project performance, and cash flow management. This involves working with team members to ensure the integrity of financial data, compiling and auditing worksheets, and preparing reports...


  • Edmonton, Canada YewTX Accounting Ltd. Full time

    Education: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Identify clients' financial goals and objectives - Develop financial plans for clients - Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning - Arrange for sale of financial products and investments -...


  • Edmonton, Alberta, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team. As an essential member of the Canadian Banking Branch network, you will provide exceptional service throughout the customer's journey by:Taking a proactive approach to discovering customer needs and understanding their requirements.Educating customers on relevant...

  • Investment Consultant

    3 weeks ago


    Edmonton, Canada Voyage Financial Services Inc. Full time

    Education: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence - Provide investment advice and recommendations to clients, senior...


  • Edmonton, Canada YewTX Accounting Ltd. Full time

    Education: Bachelor's degree - Experience: 1 year to less than 2 years - Economics, general - Business/commerce, general - Business administration and management, general - Accounting and finance **Tasks**: - Identify clients' financial goals and objectives - Develop financial plans for clients - Make recommendations concerning cash management, insurance...

  • Consultant

    3 weeks ago


    Edmonton, Canada Vena Solutions Full time

    **This position will be completely remote as we do not have an office in Edmonton. **#LI-Remote** **About the role**: Our clients are exploring how Vena can improve their financial processes. With so many choices, they are looking for guidance on the best practice and approach to realize their goals. This is where our Consultants come in. Consultants are...


  • Edmonton, Canada Voyage Financial Services Inc. Full time

    Education: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence - Provide investment advice and recommendations to clients, senior...


  • Edmonton, Alberta, Canada RECRUITMENT PARTNERS Full time

    Key ResponsibilitiesManage financial data integrity, compile and audit worksheets, and prepare reportsSupport the development and preparation of regular joint venture reports to investment partnersDevelop professional relationships with external investors allowing for a Finance/Accounting alternative contact for all ad hoc requests for informationAssist in...