Financial Consultant
2 months ago
Requisition ID: 207251
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Financial Consultant - Early Career Segment, you will be responsible for prospecting, retaining and growing MD’s market share in the medical student, resident and new in practice physician communities.
**Is this role right for you? In this role you will**:
- Build rapport and trusted relationships with MD clients through active listening and by developing an appreciation of what’s important to them. You’ll recommend an approach based on their level of understanding and interest, tailored to their specific needs and goals.
- Be accountable for the completion of financial plans addressing the areas of goal setting, cashflow/budgeting, debt and education funding, investment management, medical practice incorporation/planning, tax mitigation, risk management, retirement planning and estate planning.
- Recommend investment strategies based on MD Management developed and managed optimal portfolio ranges, ensuring compliance with all industry regulations, MD program and process requirements and Scotiabank risk appetite and culture.
- Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets.
- Participate and/or conduct financial planning seminars and other Early Career hosted events throughout the region to enlighten clients through financial literacy and MD Management overall offerings. Partner with MD marketing and management concerning potential new products and services.
**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 not only MD products, but also tax, investment trends, products and other concerns that may impact your client base.
- An appreciation of compliance - an understanding of MDFM internal trading policies, rules of the stock exchange, industry regulations and associated requirements, guidelines of the Investment Dealers Association of Canada and, an appreciation for Scotiabank’s commitment to ethical day to day activities and decisions.
- 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.
- Marketing Savvy - the ability to identify opportunities for new product and service enhancements. Actively seeking opportunities to build business through engagement of various centres of influence such as accountants, chief residents, clinic owners.
- Confidence in presenting recommendations to both existing and potential clients and asking for referrals.
- A commitment to an exceptional client experience - regularly delivering an exemplary experience, ensuring accuracy of administration of all client transactions, monitoring of issues, and facilitating resolution of client concerns.
***
**The Must Haves**:
- University degree in business, commerce or equivalent degree related to the practice of financial planning
- CIRO 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).
- Ability to travel
Location(s): Canada : Ontario : London
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.
-
Financial Consultant
5 months ago
London, Canada MD Financial Management Full timeRequisition ID: 197699 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 Financial Consultant, Regional Accounts to join our team. As a Financial Consultant,...
-
Financial Consultant
5 months ago
London, Canada Western University Full time**Classification & Regular Hours**: Hours per Week: 35 Salary Grade: 15 **About Western**: Since 1878, Western University has been committed to serving our communities through the pursuit of academic excellence and by providing students, faculty, and community members with life-long opportunities for intellectual, social, and cultural growth. We seek...
-
Experienced Financial Consultant
4 weeks ago
London, Ontario, Canada Desjardins Financial Security Independent Network - Southwes Full timeBuild Your Future with UsAre you ready for a career change that offers flexibility and the opportunity to build your own practice? At Desjardins Financial Security Independent Network - Southwes, we provide the tools and support you need to take control of your future and create financial independence.Enjoy the Benefits of Being Your Own BossWork-life...
-
Financial Advisor
5 months ago
London, Canada MD Financial Management Full timeRequisition ID: 200196 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Consultant you will contribute 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...
-
Financial Consultant for Medical Students
4 weeks ago
London, Ontario, Canada Scotiabank Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Financial Consultant to join our team at Scotiabank. As a Financial Consultant, you will be responsible for providing financial planning and advisory services to medical students, residents, and new physicians.Key ResponsibilitiesBuild and maintain relationships with clients to understand their...
-
Financial Consultant for Medical Students
4 weeks ago
London, Ontario, Canada Scotiabank Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Financial Consultant to join our team at Scotiabank. As a Financial Consultant, you will be responsible for providing financial planning and advisory services to medical students, residents, and new physicians.Key ResponsibilitiesBuild and maintain relationships with clients to understand their...
-
Personal Financial Consultant
5 months ago
London, Canada Provincial Home Assistance Ltd Full time**Job Title: Financial Sales Agent** **Company: Provincial Home Assistance** **Location: London, Ontario** Provincial Home Assistance, a leading home & financial services company, is thrilled to announce the opening of our new office in London, Ontario. We are actively seeking four dynamic and success-driven individuals to join our team as Financial Sales...
-
Investment Consultant
3 months ago
London, Ontario, Canada MD Financial Management Full timeIs this position a fit for you? In this role, you will: Promote a client-centric culture to enhance client connections and utilize broader organizational relationships, systems, and expertise. Develop and implement quarterly strategic plans to support the achievement of personal, regional, and corporate objectives. Engage actively in client acquisition...
-
Investment Consultant
1 month ago
London, Ontario, Canada MD Financial Management Full timeIs this position a fit for you? In this role, you will: Promote a client-centric culture to enhance client connections and utilize broader organizational relationships, systems, and expertise. Develop and implement quarterly strategic plans to support the achievement of personal, regional, and corporate objectives. Engage actively in client acquisition...
-
Financial Advisor for Medical Students
4 weeks ago
London, Canada MD Financial Management Full timeRequisition ID: 207251 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Consultant - Early Career Segment, you will be responsible for prospecting, retaining and growing MD’s market share in the medical student, resident and new in practice physician communities. **Is this role right...
-
Regional Administrative Specialist
4 weeks ago
London, Canada MD Financial Management Full timeRequisition ID: 208882 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to Financial Consultants and Portfolio Managers. **Is this role right for you? In this role you will**: -...
-
Pension Consultant
5 months ago
London, Canada Canada Life Assurance Company Full time**Job Description**: Reporting to the Director, Pension Management, the **Pension Consultant** role will support the management, regulatory compliance and reporting activities required for the company’s defined benefit pension plans. **What you will do**: - Provide consultative support on plan inquiries and business specific initiatives - Prepare...
-
Office Administrator
5 months ago
London, Canada MD Financial Management Full timeRequisition ID: 192391 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 Regional Administrative Specialist to join our team in** London, ON for a 12 month...
-
Financial Services Consultant
5 days ago
London, Ontario, Canada Royal Bank of Canada Full timeJob DescriptionAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the London Market. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide world-class advice and...
-
Financial Consultant for Medical Students
4 weeks ago
London, Canada Scotiabank Full timeRequisition ID: 207251 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Financial Consultant – Early Career Segment, you will be responsible for prospecting, retaining and growing MD’s market share in the medical student, resident and new in practice physician communities. Is this role...
-
Senior Life Insurance Consultant
4 weeks ago
London, Ontario, Canada Co-operators Full timeSenior Individual Life Consultant OpportunityWe are a leading Canadian financial services co-operative, Co-operators, committed to being a catalyst for a sustainable and resilient society. Our team is essential to deliver on this strategy, and we prioritize our people to ensure a strong culture and development opportunities that enable our team to thrive and...
-
Student Financial Services Consultant
1 week ago
London, Ontario, Canada York University Full timePurpose:At York University, the Glendon Student Financial Services team is committed to providing comprehensive financial support and assistance to students. Our goal is to ensure that all students have the necessary funds to succeed academically and develop essential skills in financial literacy. The Glendon Student Financial Services Advisor plays a...
-
Financial Officer
5 months ago
London, Canada Western University Full time**Classification & Regular Hours**: Hours per Week: 35 Salary Grade: 14 **About Western**: Since 1878, Western University has been committed to serving our communities through the pursuit of academic excellence and by providing students, faculty, and community members with life-long opportunities for intellectual, social, and cultural growth. We seek...
-
Associate Portfolio Manager
5 months ago
London, Canada MD Financial Management Full timeIs this role right for you? In this role you will: • Foster, maintain and strengthen client relationships through regular, comprehensive contact • Ensure all portfolios are compliant with the clients’ Investment Policy Statements • Network internally to foster relationships and ensure the value proposition relating to Private Investment Counsel...
-
Associate Portfolio Manager
5 months ago
London, Canada MD Financial Management Full timeRequisition ID: 200209 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 Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will...