Senior Financial Advisor

1 day ago


TroisRivières, Quebec, Canada Scotiabank Full time
Company Overview

A leading financial institution, Scotiabank is committed to empowering individuals and communities through innovative financial solutions and personalized service.

Estimated Salary: $120,000 - $180,000 per yearJob DescriptionRole Summary:

We are seeking an experienced Financial Consultant to join our team at MD Management Ltd. As a key member of our sales force, you will be responsible for identifying and acquiring new business opportunities, building strong relationships with clients, and delivering exceptional customer service.

Key Responsibilities:
  • Conduct comprehensive financial needs analysis to identify client goals and objectives, and develop tailored financial plans to achieve them.
  • Develop and implement effective marketing strategies to promote our products and services to potential clients.
  • Build and maintain strong relationships with existing clients, providing ongoing support and guidance to ensure their continued satisfaction.
  • Stay up-to-date on industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.
Required Skills and QualificationsEducation and Certification:
  • University degree or college diploma in business, commerce, or financial planning.
  • IIROC licensed as a Registered Representative (IIROC-RR), including completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).
Experience and Skills:
  • Minimum 2 years of experience in a related field, preferably in financial services.
  • Proven track record of success in sales and business development, with a strong understanding of financial products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
Benefits

We offer a competitive compensation package, including a base salary, commission, and benefits. Our employees enjoy a dynamic and supportive work environment, with opportunities for professional growth and development.

Others

We value diversity and inclusion, and are committed to creating a workplace that reflects the communities we serve. If you require accommodation during the recruitment process, please let us know.



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