Scotiabank

Financial Consultant, MD Financial Management (Montreal, QC)

Scotiabank$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • College or university degree
  • CIRO licensed as a Registered Representative (CIRO-RR)
  • F. Pl. designation
  • Life License (LLQP) is an asset
  • 2+ years financial planning experience in financial services
  • Strong marketing and public speaking abilities
  • Excellent communication and interpersonal skills

Responsibilities

  • Champion a customer-focused culture to deepen client relationships
  • Prepare and execute quarterly business plans to meet targets
  • Participate in prospecting new clients
  • Complete financial planning across multiple domains like risk and estate planning
  • Prepare comprehensive financial plans and investment strategies
  • Conduct financial planning seminars for client education
  • Provide input on potential new products and services

Benefits

  • Opportunities for professional development and training
  • Collaboration with specialized advisors for client strategies
  • Access to a broad range of financial products and services
  • Engagement in community and educational seminars
  • Involvement in a client-focused and customer-centric work culture
Full Job Description
Requisition ID: 265840

As a Financial Consultant you will contribute to the overall success of MD Financial Management 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 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:

  • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets
  • Actively participate in prospecting
  • Complete financial planning in the areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting
  • Prepare comprehensive financial plans and specific investment strategies based on MD Management developed and managed optimal portfolio ranges
  • Understand and comply with all industry regulations and MD's program and process requirements
  • Conduct 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 travel circuit
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.


Education, Professional Experience, Certifications and Skills required:

  • College or university degree.
  • CIRO licensed as a Registered Representative (CIRO-RR) including completion of the Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam (RSE), RR Internal Dealer Training.
  • F. Pl. designation
  • Life License (LLQP) is an asset. Completion of the Group Annuity Sector (PQPAV) - Quebec offices only - is an asset.
  • You have a breadth and depth or core financial products and a high-level of comfort and confidence in presenting this information to clients.
  • Strong computer skills with an above average understanding of MS Word, MS Excel, and portfolio management and financial planning software.
  • Previous lending experience will be considered an asset
  • A demonstrated track record of above average sales in a financial services or related environment
  • 2+ years financial planning experience within the financial services industry
  • Strong marketing skills
  • Excellent public speaking abilities
  • Strong communication and interpersonal skills


In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

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Location(s): Canada : Quebec : Montreal

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
5 Year Trend
+7%
NASDAQ

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