High-Paying Financial Planning Specialist

2 weeks ago

Toronto, Ontario, Canada Scotiabank Full time

Overview

We are a leading bank in the Americas, guided by our purpose: 'for every future.'

Salary: $80,000 - $120,000 per year, depending on experience and location.

Job Description:

Role Summary

The Associate Financial Consultant assists MD's physician clients and their families in achieving their personal financial goals. The successful candidate will work closely with a team of Advisors and Specialists to gain a broad understanding of MD's value proposition for our clients and hone their skills providing an exceptional client experience.

Key Responsibilities:

  • Complete comprehensive financial plans, with Senior Financial Consultant oversight, in areas such as risk management, estate planning, liability management, cash flow/budgeting, education funding, tax, retirement planning, investment management, practice management, and goal setting.
  • Participate in the preparation of financial plans and specific investment strategies based on MD Management developed and managed optimal portfolio ranges.
  • Engage with clients at various stages of the physician life cycle, develop new opportunities to prospect and grow the client base, while ensuring retention through relationship building and comprehensive financial planning.

Required Skills and Qualifications:

Essential Requirements
  • University degree in business, commerce, or a related field.
  • CIRO licensed as a Registered Representative.
  • Previous lending experience is considered an asset.
  • Good working knowledge of Financial Planning and financial services.
  • A demonstrated track record of above-average client service in a financial services or related environment.

Benefits:

  • Potential for career advancement within Scotiabank.
  • Ongoing training and professional development opportunities.
  • A dynamic and inclusive work environment.

Location(s):

  • Toronto, Ontario
  • HAMILTON, Ontario
  • Kingston, Ontario
  • London, Ontario
  • Ottawa, Ontario

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