Senior Financial Advisor
1 day ago
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.
- 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).
- 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.
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.
OthersWe 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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