Elevate your career as a Financial Advisor with MD Financial, a part of Scotiabank. Focus on building client relationships while developing personalized financial and investment strategies.

In this role, you will be integral to MD Financial Consultant's success, ensuring compliance and executing financial plans tailored to clients' needs. Your expertise will aid individuals and families in achieving their financial objectives through proactive prospecting and client-focused service. You'll collaborate closely with MD's Specialist Advisors to maximize client satisfaction and retention.

Key Responsibilities:
• Champion a customer-focused culture for client retention
• Prepare detailed financial plans in multiple areas




• Host seminars to introduce new strategies to clients
• Build relationships with centers of influence
• Monitor and interpret financial trends and issues

Requirements:
• Degree or diploma in finance or related fields
• CIRO certification with completed exams
• Previous lending experience is an asset
• Strong knowledge of financial products and planning
• 2+ years experience in financial services

Drive financial success for clients and engage with cutting-edge strategies through MD Financial.
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📌 Financial Advisor Role at MD Financial (Alberta)
🏢 Scotiabank
📍 Alberta