Scotiabank

Senior Financial Consultant

Scotiabank • $80K — $100K *
Hamilton, ON L8L 0A2In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5+ years of financial advisory experience in the financial services industry.
  • University degree in business, commerce, or financial planning with a CFP designation.
  • IIROC licensed as a Registered Representative including completion of the Canadian Securities Course.
  • Life License (LLQP) and willingness to complete additional regulatory requirements.
  • Exceptional interpersonal skills with a focus on building client trust.
  • Ability to quickly grasp client perspectives and tailor advice.
  • Strong communication skills, actively listening to client needs.

Responsibilities

  • Assist clients in achieving personal financial goals through tailored strategies.
  • Work collaboratively with MD's Specialist Advisors to enhance client financial plans.
  • Proactively address client needs based on their financial situation and aspirations.
  • Facilitate seminars and marketing strategies to educate clients about investment services.
  • Identify and develop new business opportunities for client acquisition.
  • Ensure compliance with industry regulations to minimize operational risk.
  • Travel as necessary to meet client needs and attend seminars.

Benefits

  • Access to career development and progression opportunities.
  • Inclusive work environment fostering creativity and collaboration.
  • Performance bonuses and Employee Share Ownership Program.
  • Pension Plan Matching and comprehensive health benefits.
  • Work-life balance and opportunities for community involvement.
Full Job Description
Requisition ID: 264796

The Senior Financial Consultant contributes 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.
  • 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 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.

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. (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)
  • 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

#SWM

Location(s): Canada : Ontario : Hamilton || Canada : Ontario : St. Catharines

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
Finance & Insurance
5 Year Trend
+7%
NASDAQ
BNS
* Ladders Estimates

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