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 strong 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
- Solid 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.
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📌 Senior Consultant In Financial Services (Quebec City)
🏢 Scotia Wealth Management
📍 Quebec City