Embark on a rewarding career with Scotiabank as an Early Career Financial Consultant. Work directly with MD clients to craft comprehensive financial plans and strategies that align with their personal goals.
This role involves building strong relationships with clients and collaborating with MD’s Specialist Advisors. You will champion a customer-focused culture while preparing quarterly business plans to achieve corporate targets. Leveraging your financial planning expertise, you'll participate in prospecting and ensure compliance with all industry regulations.
Key Responsibilities:
• Prepare tailored financial plans across various sectors
• Engage in prospecting to develop a robust client base
• Conduct financial planning seminars on new strategies
• Maintain compliance with industry regulations
• Collaborate with teammates to refine investment strategies
Requirements:
• Relevant degree or four years of experience
• CIRO licensed with completion of necessary exams
• Minimum 2 years of financial planning experience
• Solid marketing and presentation skills
• Excellent communication and interpersonal abilities
Utilize your financial planning expertise to support MD clients in achieving their long-term financial success.
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📌 Early Career Financial Consultant at Scotiabank (Vancouver)
🏢 Scotiabank
📍 Vancouver
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