Senior Financial Consultant

2 weeks ago

Québec, Quebec, Canada MD Financial Management Full time
{"title": "Senior Financial Consultant", "description": "Job Summary

As a Senior Financial Consultant at MD Financial Management, you will play a key role in providing expert financial advice to clients. Your primary responsibility will be to champion a customer-focused culture, deepening client relationships and leveraging broader Bank relationships, systems, and knowledge.

Key Responsibilities
  • Facilitate a team approach by actively referring clients to MD Private Investment Counsel, MD Private Trust, MD Insurance, and MD Banking Products.
  • Work to ensure client needs are proactively addressed in alignment with their current financial situation and life stage, as well as their future aspirations.
  • Further your knowledge of advanced financial planning concepts, including income tax, investment trends, and products.
  • Participate in facilitating seminars and information meetings throughout the region, as well as implementing marketing strategies to provide advice and information concerning investment programs and related services.
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursue effective and efficient operations of your respective areas in accordance with Scotiabank's Values, its Code of Conduct, and the Global Sales Principles.
Requirements
  • Minimum of 5 years' experience providing financial advice within the financial services industry, coupled with a university degree in business, commerce, or financial planning.
  • Hold the Certified Financial Planner (CFP) designation (For Quebec, PL Fin is mandatory).
  • 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 willingness to complete other regulatory requirements.
  • Wealth Management Essentials (post-licensing requirement).
What We Offer

At MD Financial Management, we offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are inspired by doing the best for your clients and by providing tailored and timely advice, we encourage you to apply for this exciting opportunity.

", "lang_code": "en"}

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