Associate Financial Consultant

3 days ago

Edmonton, Canada MD Financial Management Full time

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. Complete financial planning, with Senior Financial Consultant oversight, in the areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting Participate in the preparation of comprehensive financial plans and specific investment strategies based on MD Management developed and managed optimal portfolio ranges Participate in client meeting preparation, drafting post meeting notes and identifying next opportunities, gathering and inputting financial data resulting from discovery conversations.  Understand and comply with all industry regulations and MD's program and process requirements Respond to client questions, inquiries and obtain support from a Senior Advisor with solutions where needed.  Help promote/advocate MD products and services with clients and prospects, which involves engaging our “disengaged” clients.  Participate in the development and delivery of financial planning seminars and information meetings throughout the region to inform clients about new strategies, legislative changes and MD Management's programs Increase visibility of products and services through contact with centers of influence Keep current on issues affecting the financial affairs of clients, including a general knowledge of income tax, investment trends and products, as well as any other issues impacting clients Provide input to marketing and management concerning potential new products and services Travel within established geographic area Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. Actively pursues 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.  Champions a high-performance environment and contributes to an inclusive work environment.


The Must Haves:

University degree in business, commerce or a degree related to practice of financial planning IIROC licensed as a Registered Representative having completed the Canadian Securities Course, the Conduct & Practices Handbook and 90 day training Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License (LLQP) (all other provinces), and the willingness to complete other regulatory requirements Previous lending experience will be considered an asset Good working knowledge of Financial Planning and financial services Good product knowledge A demonstrated track record of above average client service in a financial services or related environment Minimum of 1-2 years experience within the financial services industry

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

Strong marketing skills Excellent presentation skills Strong communication and interpersonal skills Client focused and results driven Eager to obtain knowledge and continuous improvement

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