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Title:  Senior Financial Consultant

 

 

 

 

Requisition ID: 147078

 

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

 

As a Senior Financial Consultant, you will provide quality advice and service to assist Canadian physicians, and their families, in achieving their personal financial goals. As a partner with MD’s Specialist Advisors, you will seek to understand what’s important to the client and focus on preparing comprehensive financial plans and tailored investment strategies to achieve their goals. You will actively refer to MD Private Investment Counsel (discretionary management), MD Private Trust (estate and executor services) and MD Insurance, where beneficial to the client and their plan. You will be responsible for driving growth in the business, by identifying and executing on business development opportunities, through outbound communications and prospecting. Your ability to work independently as a self-motivated entrepreneur will lead to consolidation opportunities, referrals, and new client acquisition. Your strong business acumen in advanced financial planning concepts, including income tax, investment trends and products, will allow you to deliver tailored wealth solutions to your clients. Your thorough understanding of compliance and adherence to all industry regulations, will ensure accurate administration of all client transactions and compliance requirements, thus minimizing risk and expense to the client and the company. As a Senior Financial Consultant, you will participate in facilitating webinars and events to deepen relationships with existing and potential clients.

 

Education and Experience:

A minimum of 5 years’ experience providing financial planning advice within the financial services industry

Certified Financial Planner (CFP) designation

University degree 

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; Wealth Management Essentials (post-licensing requirement)

Life License (LLQP)  

A breadth and depth of knowledge of core financial products, market trends and the regulatory environment

Technical proficiency with virtual meeting tools and CRM applications

 

Competencies:

Advanced knowledge of practical sales techniques and prospecting skills 

Self-motivated with a proven track record of exceeding business results

Strong facilitation skills in a virtual setting

Effective communicator and active listener

Exceptional interpersonal and networking skills

Strong work ethic and accountability

Confidence in asking for client referrals and closing business

Highly collaborative, with the ability to partner with other team members

Growth, agile and proactive mindset

A genuine interest and passion for the investment industry

An ability to embrace change and thrive in an ever-changing environment

 

Location(s):  Canada : Alberta : Calgary

 

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.

Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.


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