Pursue a career as a Financial Consultant with Scotiabank, driving client success through tailored financial solutions and effective relationship management. Work primarily in a client-focused and collaborative environment.
As a Financial Consultant, you will support clients with comprehensive financial planning, ensuring adherence to regulations and internal policies. This position requires a proactive approach to prospecting and relationship building to strengthen client loyalty and expand the client base. Your role will involve working with MD’s expert team in providing effective financial strategies.
Key Responsibilities:
• Prepare quarterly business strategies to meet targets • Execute financial planning across investments and estate management • Conduct engaging financial seminars for clients • Enhance product visibility through personal outreach • Stay informed on relevant financial issues and trends
Requirements: • Accredited degree or diploma, or four years relevant experience • CIRO licensing and Group Annuity Sector completion • Previous financial services experience preferred • Solid interpersonal and communication skills • Proven sales success in financial environments
Contribute to financial literacy and client success with Scotiabank as a trusted advisor. #J-18808-Ljbffr
📌 Scotiabank Financial Consultant Career (Winnipeg)
🏢 Scotiabank
📍 Winnipeg
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