Join Scotiabank as a Senior Financial Consultant and enhance client financial journeys in Quebec. Use your expertise to develop personalized financial plans that truly resonate with clients.

As a key member of MD Financial Management, you’ll ensure clients achieve their financial goals through detailed planning and effective relationship management. Your role involves collaborating with a team to execute business strategies while complying with all regulatory and internal standards. With robust communication and marketing skills, you’ll be instrumental in expanding the client base.

Key Responsibilities:



• Prepare and deliver quarterly plans to meet financial targets • Conduct comprehensive financial planning across various categories • Cultivate and maintain client relationships for retention • Lead seminars to inform clients about financial products and strategies • Actively participate in business development and prospecting initiatives

Requirements: • F. Pl. designation and CIRO-RR registered status • 2+ years of experience in financial planning • Personal comfort with financial products and public speaking • Strong understanding of MS Office and relevant software • Proven track record in a financial services environment

Leverage your financial consulting skills to assist clients in achieving their goals at Scotiabank in Quebec. #J-18808-Ljbffr

📌 Senior Consultant in Financial Services (Winnipeg)
🏢 Scotia Wealth Management
📍 Winnipeg