Associate Financial Consultant (Digital) (Boucherville)

Associate Financial Consultant (Digital) (Boucherville)

06 Aug
|
MD Financial Management
|
Boucherville

06 Aug

MD Financial Management

Boucherville

Embark on a rewarding career as a Financial Consultant with Scotiabank, focusing on personalized financial planning and strong client relationships. Leverage your expertise to guide clients in achieving their financial aspirations.In this early career role, you will support MD Financial Consultant's initiatives while ensuring compliance with regulations and internal policies. Collaborate with Specialist Advisors to prepare tailored financial plans that meet clients' diverse needs.



Your proactive approach in prospecting and relationship-building will be crucial to growing the client base and achieving business objectives.Key Responsibilities:- Champion a customer-focused culture to deepen client relationships- Prepare and execute strategic quarterly business plans- Conduct financial planning across various domains including retirement and investment management- Organize seminars to inform clients on legislative changes- Stay updated on market trends affecting client financial affairsRequirements:- Relevant degree or four years of experience- CIRO licensed as Registered Representative- Solid knowledge of Financial Planning and products- 2+ years of financial planning experience- Excellent communication and presentation skillsMaximize your potential in a role dedicated to client success and financial strategy at Scotiabank.#J-18808-Ljbffr

📌 Associate Financial Consultant (Digital) (Boucherville)
🏢 MD Financial Management
📍 Boucherville

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