Senior Financial Consultant, MD Financial

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
  
  
  #LI-AD1