Senior Financial Consultant

Is this role right for you? In this role, you will: Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. As part of a broader network of MD financial experts you will facilitate a team approach by actively referring clients to MD Private Investment Counsel (discretionary management), MD Private Trust (estate and executor services), MD Insurance and MD Banking Products (Scotiabank). You will also work to ensure client needs are pro-actively addressed in alignment with their current financial situation and life stage as well as their future aspirations.  When not meeting with clients or identifying new clients, you will further your knowledge of advanced financial planning concepts including income tax, investment trends and products, and any other issues having an impact on MD clients. Your thorough understanding of compliance with all industry regulations will ensure accurate administration of all client transactions and compliance requirements, thus minimizing risk and expense to the company. As a Senior Financial Consultant, you will 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. Flexibility to travel, as required, is expected. 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 his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.  Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:  Minimum of 5 years’ 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. CIRO licensed as a Registered Representative (CIRO-RR) Life License (LLQP) and a willingness to complete other regulatory requirements. Wealth Management Essentials (post-licensing requirement)You are inspired by doing the best for your clients and by providing tailored and timely advice.You use your exceptional interpersonal skills to build rapport with and influence your clients and understand the critical importance of client trust.You have the ability to quickly and clearly understand the client’s perspective which in turn directly influences your choice of strategies and products and how you present them to clients.You are an outstanding communicator. You actively listen and tailor your response accordingly based on your client’s level of understanding and interest.You are a rapid responder – what’s urgent for your client is also urgent for you. You make ‘getting things done’ a priority.You take great pride in your personal development and enjoy learning new tools and techniques,You embrace change and thrive in an ever-changing environment.You enjoy the collaborative process and look forward to partnering with other team members to best service your client.You have a breadth and depth of core financial products and a high-level of comfort and confidence in presenting this information to clients. What's in it for you?  The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers. Your career matters You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and celebrates success You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one You will relish work-life balance, team events, and opportunities to participate in the community. #LI-CB1