Make a difference as a Senior Financial Consultant with Scotiabank in Quebec. Deliver tailored financial strategies that empower clients to meet their personal financial objectives.
At MD Financial Management, you will play an essential role in shaping clients' financial futures. As a Senior Financial Consultant, you will fully engage in creating comprehensive financial plans and work closely with Specialist Advisors. This includes executing business plans that support regional and corporate targets while ensuring strict adherence to compliance and internal policies.
Key Responsibilities:
• Champion a customer-focused culture enhancing client relationships
• Conduct financial planning in areas such as estate management and investment
• Prepare in-depth financial plans tailored to individual client needs
• Facilitate seminars to share insights on recent financial strategies
• Prospect and develop opportunities to expand client base
Requirements:
• F. Pl. designation and CIRO-RR certification
• Minimum 2 years in financial planning within the industry
• Strong computer skills, particularly with MS Office Suite
• Excellent verbal communication and public speaking
• Proven marketing skills in client engagement
Bring your experience in financial consulting and strong interpersonal skills to Scotiabank in Quebec.
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📌 Financial Consultant Role in Quebec (Quebec City)
🏢 Scotia Wealth Management
📍 Quebec City
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