Senior Financial Advisor

3 months ago

Richmond Hill, Canada Scotiabank Full time

 

 

 

 

Requisition ID: 205674

 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Richmond Hill. 

Reporting to the Regional Manager you will Contribute to the overall success of the MD Client Value Performance in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. Reporting to the Regional Manager, as a Senior Financial Consultant, you will assist MD clients and their families in achieving their personal financial goals. Working as a partner with MD’s Specialist Advisors, you will leverage your years of experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for clients. You will identify and develop new opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans
 
Is this role right for you? In this role you will:
 

 

  • 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. 
  • 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:
 

  • Are inspired by doing the best for your clients and by providing tailored and timely advice. 
  • Use your exceptional interpersonal skills to build rapport with and influence your clients and understand the critical importance of client trust. 
  • 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. 
  • Are an outstanding communicator. You actively listen and tailor your response accordingly based on your client’s level of understanding and interest. 
  • Are a rapid responder – what’s urgent for your client is also urgent for you. You make ‘getting things done’ a priority. 
  • Take great pride in your personal development and enjoy learning new tools and techniques, 
  • Embrace change and thrive in an ever-changing environment. 
  • Enjoy the collaborative process and look forward to partnering with other team members to best service your client. 
  • Have a breadth and depth of core financial products and a high-level of comfort and confidence in presenting this information to clients

 
The Must Haves:
 

  • 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.
  • 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. Completion of the Group Annuity Sector (PQPAV) (Quebec offices only) 
  • Wealth Management Essentials (post-licensing requirement)

Location(s):  Canada : Ontario : Richmond Hill

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

  • Senior Financial Advisor

    4 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and results-driven Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals and build a brighter future.Key ResponsibilitiesTake a proactive approach to understanding our customers' needs and providing...

  • Senior Financial Advisor

    4 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and results-driven Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals and build a brighter future.Key ResponsibilitiesTake a proactive approach to understanding our customers' needs and providing...

  • Senior Financial Advisor

    3 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and customer-centric Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesTake a proactive approach to...

  • Senior Financial Advisor

    3 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and customer-centric Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesTake a proactive approach to...

  • Senior Financial Advisor

    1 month ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and motivated Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing exceptional service to our customers, helping them achieve their financial goals, and building strong relationships with our clients.Key ResponsibilitiesDevelop and implement...

  • Senior Financial Advisor

    1 month ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and motivated Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing exceptional service to our customers, helping them achieve their financial goals, and building strong relationships with our clients.Key ResponsibilitiesDevelop and implement...

  • Senior Financial Advisor

    2 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    Requisition ID: 206046At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.About the RoleKey Responsibilities:Take a proactive approach to understanding customer needs and providing...

  • Senior Financial Advisor

    3 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers by:Developing and maintaining strong relationships with customers to understand their financial needs and goalsProviding expert...

  • Senior Financial Advisor

    1 month ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesTake a proactive approach to discovering customer needs and...

  • Senior Financial Advisor

    1 month ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesTake a proactive approach to discovering customer needs and...

  • Senior Financial Advisor

    2 months ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice. You will build strong,...

  • Senior Financial Advisor

    2 months ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice. You will build strong,...

  • Senior Financial Advisor

    4 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice.Key Responsibilities:Develop and...

  • Senior Financial Advisor

    1 month ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice.Key Responsibilities:Develop and...

  • Senior Financial Advisor

    4 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice.Key Responsibilities:Develop and...

  • Senior Financial Advisor

    4 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice.Key Responsibilities:Develop and...

  • Financial Advisor Assistant

    5 months ago

    Richmond, Canada Seed Pacific Financial Group Full time

    Job Summary: Seed Pacific Financial Group committed to providing exceptional financial planning services to our clients. With a dedication to integrity, professionalism, and personalized solutions, we strive to help our clients achieve their financial goals and secure their futures. **Position**: Financial Advisor Assistant **Duties**: - Oversee and...

  • Senior Financial Advisor

    1 week ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleRole OverviewWe are looking for a skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a critical role in helping our customers achieve their financial goals.Key ResponsibilitiesCustomer Relationship BuildingFinancial Planning and AdviceSales and Business DevelopmentCustomer Retention and...

  • Senior Financial Advisor

    2 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping customers achieve their financial goals. Your expertise in financial planning and wealth management will enable you to provide personalized advice and solutions to customers, building strong relationships and driving business growth.Key ResponsibilitiesDevelop and...

  • Senior Financial Advisor

    2 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    Requisition ID: 206046At Scotiabank, we're committed to delivering exceptional service to our customers. As a Senior Financial Advisor, you'll play a key role in building strong relationships with our clients and helping them achieve their financial goals.About the RoleKey Responsibilities:Take a proactive approach to understanding customer needs and...