Financial Consultant, MD Financial Management Quebec, QC
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Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Requisition ID: 244912
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.
The Financial Consultant Regional Services contributes to the overall success of the MD Financial Management ensuring specific individual goals plans initiatives are delivered in support of the teams business strategies and objectives. Ensures all activities are conducted in compliance with governing regulations internal policies and procedures.
Reporting to the Regional Manager as a Financial Consultant you will assist MDs physician clients and their families in achieving their personal financial goals. Working as a partner with MDs Specialist Advisors you will leverage your 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:
- Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships systems and knowledge.
- Build and execute on a monthly contact plan focused on engaging clients in financial planning and advice
- 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 and update 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 MDs program and process requirements
- Be responsible for client meeting preparation post meeting notes and identifying next opportunities gathering and inputting financial data resulting from discovery conversations
- 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
- Travel within established travel circuit
- Understand how the Banks 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 Scotiabanks 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 - Wed love to work with you if you have:
- University degree in business commerce or a degree related to practice of financial planning.
- CIRO licensed as a Registered Representative having completed the Canadian Securities Course the Conduct & Practices Handbook and 90-day training
- Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License (LLQP) (all other provinces) and the willingness to complete other regulatory requirements.
- Previous related experience will be considered an asset.
- Has CFP or is working towards completion considered an asset
- Good working knowledge of Financial Planning
- Good product knowledge
- A demonstrated track record of above average sales in a financial services or related environment
- Strong marketing skills
- Excellent presentation skills
- Strong communication and interpersonal skills
- Proficiency in Canadas two official languages is an asset.
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.
Location(s): Canada : Quebec : Quebec
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.
Required Experience:
Contract
Key Skills
- Sales Experience
- Direct Sales
- Hyperion
- Financial Services
- Financial Concepts
- Banking
- Oracle EBS
- Securities Law
- Peoplesoft
- Oracle
- Financial Management
- Workday
About Company
Scotiabank is one of the leading foreign banks serving large national and multinational corporations in the U.S. through its Global Banking and Markets, Global Transaction Banking and Wealth Management business lines.
