Senior Financial Consultant - Quebec City, QC

MD Financial Management
Quebec, QC
77.6K $ / an (estimé)
Temps plein

Requisition ID : 195360

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

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna.

Reporting to the Regional Manager you will Contribute 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 :

  • 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)

Location(s) : Canada : Quebec : Quebec Canada : Quebec : Sherbrooke Canada : Quebec : Trois-Rivières

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.

Il y a plus de 30 jours
Emplois reliés
Offre sponsorisée
Plative
Canada

As a Senior Salesforce Consultant - Financial Services at Plative, you will be advising and implementing Salesforce solutions to our portfolio of Financial Services clients. Liaise with Financial Services clients on an ongoing basis, to maintain and develop the business relationship, ensure satisfac...

Oracle
Canada

Responsible for leading all phases of the Oracle NetSuite EPM (Financial Consolidation and Close, Narrative Reporting, Tax Reporting Cloud, Profitability and Cost Management and FreeForm) implementations including business alignment workshops, designing and configuring the system as per leading prac...

KPMG
Canada, Canada

As a FRM Senior Consultant at KPMG, you will play a crucial role in helping financial institutions effectively manage their risks, including but not limited to credit risk, liquidity risk, interest rate risk, capital management, arising from their lending, deposits, treasury and capital market busin...

Homewood Health
Québec City, Québec

Homewood Health is actively seeking registered mental health professionals interested in providing service on an occasional, contract basis for Homewood Health Enhanced Mental Health Care, Depression Care and Trauma Care Programs.Utilize solution-focused, CBT, and DBT approaches to provide treatment...

KPMG
Canada, Canada

Consultant/Senior Consultant in Financial Crimes, to help develop its service offering and grow its Financial Crimes Advisory Services team. Also, as a Consultant or Senior Consultant you will have the following responsibilities:. Develop your knowledge and skills as an expert in financial crimes, w...

Scotiabank
Québec City, Québec

Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals. As a Financial Planner, you will focus on developing and deepening client relationships by pr...

Xpera
Québec City, Québec

Enquêter sur tout type de réclamation en assurance des particuliers et en assurances des entreprises, évaluer les dommages et négocier le règlement de sinistres pour le compte de compagnies d'assurance ou pour des auto-assurés.Formation, connaissances et expérience requises:.Permis valide de l'AMF d...

MD Financial Management
Québec City, Québec

Industry accreditation (Canadian Securities Commission, Institut québécois de planification financière (IQPF) diploma, Certified Financial Planner, Personal Financial Planner). You will research, develop and provide estate and trust planning subject matter expertise to MDS advisors, financial planne...

Scotiabank
Québec City, Québec

Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals. Location(s): Canada : Quebec : Quebec. As a Financial Planner, you will focus on developing a...

Deloitte
, Canada

As a Senior Consultant you are responsible for helping to deliver compliance-related client projects, and in doing so to continue to grow professionally as a l, team builder, compliance subject matter expert, and business advisor. As a Senior Consultant, you have:. Enjoy My Benefit Dollars - a flexi...