Financial Consultant

5 months ago


London, Canada MD Financial Management Full time

Requisition 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, Regional Accounts you will be responsible for reengaging clients and actively promoting and referring clients to the MD offering best suited to their needs. You will also play a key role in prospecting and growing the client base.

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

- Build rapport and trusted relationships with MD clients through active listening, responding to queries, and by developing an appreciation of what’s important to them

**The Must Haves**:

- University degree in business, commerce or equivalent degree related to the practice of financial planning
- IIROC Licensed as a Registered Representative (RR), will also consider IR licensed
- At minimum, the Canadian Securities Course & Conduct & Practices Handbook is required
- Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License Qualification Program (LLQP) (all other provinces)
- Demonstrated working knowledge of financial planning and financial services
- Bilingual (French/English) preferred

**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 commitment to an exceptional client experience by consistently delivering an exemplary level of service
- A desire to learn and further your knowledge
- The ability to work independently and as part of a broader team
- A high level of comfort with technology to support virtual meetings
- Excellent communication skills
- A focus on achieving results in doing what’s best for the client

Location(s): Canada : Ontario : Ottawa || Canada : Alberta : Calgary || Canada : British Columbia : Vancouver || Canada : Ontario : Toronto

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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