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

📌 Senior Consultant In Financial Services Quebec City (Canada)
🏢 Scotia Wealth Management
📍 Canada