Financial Consultant

3 weeks 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.

  • Financial Consultant

    2 weeks ago

    Kingston, Canada AB Solutions Full time

    Dear Applicant, I am hiring new members to my Team to service and help my Increasing Client list. You would be required to help the clients in opening a TFSA, RRSP, RESP & FHSA account. You would also need to help them with purcahsing Life Insurance & Travel Insurance as well. If you are a self motivated individual eager to learn the concepts of...

  • Home Financing Consultant

    2 days ago

    Kingston, Ontario, Canada BMO Financial Full time

    BMO Financial Group is a leading financial institution that offers a comprehensive range of banking and financial services to individuals and businesses across Canada and around the world. As a Residential Lending Specialist, you will play a key role in shaping the future of our organization by providing innovative solutions and exceptional customer...

  • Manager, Financial Services

    3 weeks ago

    Kingston, Canada PROVIDENCE VILLAGE INC. Full time

    Reporting to the President & CEO of PVI, the Manager, Financial Services will provide oversight and support the day-to-day general accounting and financial analysis functions for Providence Village Inc. (PVI), including supervision of Finance staff. The Manager is responsible for ensuring that appropriate mechanisms and internal controls are in place to...

  • Financial Analyst

    2 weeks ago

    Kingston, Canada Ministry of Children, Community and Social Services Full time

    Are you a financial professional looking for a dynamic work environment? Can you manage conflicting priorities and work closely with program staff and transfer payment agencies? If so, come join the Ministry of Children, Community and Social Services! Flexible work arrangements including flexible hours, telework (remote work), and compressed work week may...

  • Financial Administrator

    2 weeks ago

    Kingston, Canada Queen's University Full time

    Financial Administrator About Queen's University Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering & construction,...

  • Financial Administrator

    2 weeks ago

    Kingston, Canada Queen's University Full time

    **About Queen's University** Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering & construction, athletics &...

  • Financial Analyst

    2 weeks ago

    Kingston, Canada Queen's University Full time

    Financial Analyst About Queen's University Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering & construction,...

  • Financial Analyst

    2 weeks ago

    Kingston, Canada Queen's University Full time

    About Queen's University Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering & construction, athletics & recreation,...

  • Trust Consultant Expert

    5 days ago

    Kingston, Ontario, Canada Scotiabank Full time

    Estate and Trust Consultant RoleThe Scotiabank Estate and Trust Consultant plays a critical role in delivering customized wealth management solutions to High Net Worth clients. As a key member of the team, you will work closely with clients and partners to identify and address their needs, leveraging the full suite of Total Wealth products and services.Main...

  • Financial Analyst

    1 week ago

    Kingston, Canada Queen's University Full time

    Financial Analyst About Queen's University Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering & construction,...

  • Financial Analyst

    1 week ago

    Kingston, Canada Queen's University Full time

    About Queen's University Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering & construction, athletics & recreation,...

  • Financial Coordinator

    2 weeks ago

    Kingston, Canada Queen's University Full time

    About Queen's University Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering & construction, athletics & recreation,...

  • Senior Environmental Consultant

    7 days ago

    Kingston, Ontario, Canada ML6 Search + Talent Advisory Full time

    ResponsibilitiesThis is a key leadership role that requires strategic thinking, collaboration, and strong communication skills. As an Environmental Project Manager, your responsibilities will include:Leading project teams to achieve project goals and objectives.Mentoring and training junior and intermediate staff members.Traveling to project sites and...

  • Operations Consultant

    2 weeks ago

    Kingston, Canada McDonald's Full time

    **Role Summary** As the Ops Consultant, it is your responsibility for growing patch/market sales and guest counts profitably, and for ensuring all restaurants in your patch meet McDonald’s critical guest standards of Quality, Service, and Cleanliness. The Ops Consultant works with the Director of Operations to set their market targets with a growth...

  • Budget & Financial Officer

    7 days ago

    Kingston, Canada Queen's University Full time

    About Queen's University Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering & construction, athletics & recreation,...

  • Budget & Financial Officer

    3 weeks ago

    Kingston, Canada Queen's University Full time

    Budget & Financial Officer About Queen's University Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering &...

  • Budget & Financial Officer

    2 weeks ago

    Kingston, Canada Queen's University Full time

    Budget & Financial Officer About Queen's University Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering &...

  • Budget & Financial Officer

    2 weeks ago

    Kingston, Canada Queen's University Full time

    **About Queen's University** Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering & construction, athletics &...

  • Budget & Financial Officer

    2 weeks ago

    Kingston, Canada Queen's University Full time

    About Queen's University Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering & construction, athletics & recreation,...

  • Personal Banker

    3 weeks ago

    Kingston, Canada BMO Financial Group Full time

    945 Gardiners Rd Kingston Ontario,K7M 7H4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...