Financial Consultant

6 months ago

Kingston, Canada MD Financial Management Full time

Requisition ID: 182734

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 - Early Career Segment to join our team.

Reporting to the Regional Manager, as a Financial Consultant - Early Career Segment, you will be responsible for prospecting, retaining and growing MD’s market share in the medical student and resident communities. In this role you will:

- 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.
- You will be accountable for the completion of financial plans and in the areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting.
- You will 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.
- You will prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets.
- You will 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.
- You will 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 and present recommendations to both existing and potential clients and through contacts at various centres of influence
- A commitment to an exceptional client experience - regularly delivering an exemplary 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
- IIROC as a Registered Representative (RR)
- Completion of Life License and the willingness to complete other regulatory requirements
- Ability to travel
- Proficiency in Canada’s two official languages is an asset

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 recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
- We know that financial security is important to you and we are here to help - competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
- We realize time away to recharge is a non-negotiable - we offer a generous paid time off program.
- We understand that cost-effective banking solutions means more money in your pocket - we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
- We love discounts. Through the WorkPerks program, you will have access to thousands of discounts with various vendors across Canada.

Location(s): Canada : Ontario : Kingston

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.

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