Elevate your career with Scotiabank as a Senior Financial Consultant. Leverage your expertise in financial planning and client relationship management to drive success and client satisfaction.
As a Senior Financial Consultant at MD Financial Management, you'll contribute to achieving business objectives while ensuring compliance with regulations. Collaborate with specialists to prepare comprehensive financial plans tailored to client needs. Your role involves identifying growth opportunities and retaining existing clients through robust relationships and financial strategies.
Key Responsibilities:
• Champion a customer-focused culture for deeper client connections • Prepare and execute quarterly business plans to meet targets • Conduct financial planning across various key areas • Prepare tailored investment strategies for diverse client portfolios • Lead seminars to inform clients about financial strategies and products
Requirements: • College or university degree • CIRO and life license qualifications • 2+ years of experience in financial planning • Excellent public speaking and interpersonal skills • Proven sales track record in financial services
Bring your financial expertise and client focus to enhance success at Scotiabank. #J-18808-Ljbffr