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 - Robust understanding of MS Office and relevant software - Proven track record in a financial services workplace
Leverage your financial consulting skills to assist clients in achieving their goals at Scotiabank in Quebec.#J-18808-Ljbffr