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Experienced Financial Advisor
3 months ago
Requisition ID: #
Become part of a purpose-driven team that is dedicated to achieving results within an inclusive and high-performing culture.
MD Management Limited, a division of Scotia Wealth Management, is seeking a skilled, enthusiastic, and client-oriented Financial Advisor to enhance our operations.
In this role, reporting to the Regional Manager, you will play a crucial part in the success of MD Client Value Performance across Canada. Your focus will be on executing specific individual goals, plans, and initiatives that align with the team's business strategies and objectives. You will assist MD clients and their families in reaching their personal financial aspirations. Collaborating with MD's Specialist Advisors, you will utilize your extensive experience and strong client orientation to develop comprehensive financial plans and tailored investment strategies. Your responsibilities will also include identifying and cultivating new opportunities to expand the client base while ensuring client retention through robust relationship building and the creation of detailed financial plans.
Key Responsibilities:
- Promote a customer-centric culture to strengthen client relationships and leverage broader Bank resources, systems, and expertise.
- As part of a wider network of MD financial professionals, encourage a collaborative approach by actively referring clients to MD Private Investment Counsel, MD Private Trust, MD Insurance, and MD Banking Products.
- Enhance your understanding of advanced financial planning concepts, including taxation, investment trends, and financial products.
- Engage in facilitating seminars and informational meetings across the region, while implementing marketing strategies to provide insights and advice regarding investment programs and related services.
- Willingness to travel as necessary is expected.
- Recognize how the Bank's risk appetite and culture should inform daily activities and decision-making.
- Strive for effective and efficient operations in accordance with Scotiabank's Values, Code of Conduct, and Global Sales Principles.
Qualifications:
- Minimum of 5 years' experience in providing financial advice within the financial services sector, along with a university degree in business, commerce, or financial planning, and holding the Certified Financial Planner (CFP) designation.
- IIROC 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 commitment to fulfilling other regulatory requirements.
- Wealth Management Essentials (post-licensing requirement).
At Scotiabank, we value the unique skills and experiences each individual contributes to the organization and are dedicated to fostering an inclusive and accessible environment for all. If you require accommodation during the recruitment and selection process, please inform our Recruitment team.
All candidates must apply online to be considered for this role. We appreciate the interest of all applicants in a career at Scotiabank; however, only those selected for an interview will be contacted.
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