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Senior Financial Consultant

7 months ago

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