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Strategic Financial Planner
2 months ago
Experience a fulfilling career with MD Financial Management, a renowned division of Scotia Wealth Management, in Calgary.
You will play a pivotal role in driving the success of the MD Client Value Performance in Canada by executing specific goals, plans, and initiatives that align with the team's business strategies and objectives. You will work closely with clients and their families to help them achieve their personal financial goals. As a partner with MD's Specialist Advisors, you will leverage your expertise to develop comprehensive financial plans and tailored investment strategies for clients.
Your responsibilities will include:
- Fostering a collaborative approach by referring clients to MD Private Investment Counsel, MD Private Trust, MD Insurance, and MD Banking Products.
- Staying abreast of advanced financial planning concepts, including income tax, investment trends, and products, as well as industry regulations.
- Participating in seminars and information meetings throughout the region to educate clients on various financial topics.
- Developing and implementing marketing strategies to provide advice and information concerning investment programs and related services.
- Travel, as required, is expected.
In this role, you will be responsible for understanding how Scotiabank's risk appetite and risk culture should be considered in day-to-day activities and decisions. You will also strive to maintain efficient operations in accordance with Scotiabank's Values, its Code of Conduct, and the Global Sales Principles.
To succeed in this position, you will require:
- A minimum of 5 years of experience providing financial advice within the financial services industry, coupled with a university degree in business, commerce, or financial planning, and hold the Certified Financial Planner (CFP) designation.
- IIROC licensure 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 willingness to complete other regulatory requirements.
- Wealth Management Essentials (post-licensing requirement).
The estimated annual salary for this position is $80,000 - $120,000, depending on experience and qualifications. This figure is based on national averages and may vary depending on location and individual circumstances.
