Financial Consultant

4 months ago

Red Deer, Canada MD Financial Management Full time

Requisition ID: 186979

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 and further your knowledge of advanced financial planning concepts
- A commitment to compliance and an understanding of industry regulations, and associated requirements
- Comfort in facilitating seminars and information meetings
- A sense of urgency - what’s urgent for your client is urgent for you
- The ability to work independently and as part of a broader team
- An elevated level of comfort with technology

**The Must Haves**:

- University degree or college diploma in business, commerce or financial planning
- Licensed as a Registered Representative (Securities) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90-day training
- Licensed through The Mutual Funds Dealers Association of Canada (MFDA) will be considered, with a requirement to become a fully licensed Registered Representative (Securities) as per CIRO guidelines, by the requisite regulatory deadlines
- 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 : Red Deer

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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