Financial Consultant Role with MD Financial Management (Quebec City)

Financial Consultant Role with MD Financial Management (Quebec City)

03 Sep
|
Scotiabank
|
Quebec City

03 Sep

Scotiabank

Quebec City

Join MD Financial Management as a Senior Financial Consultant dedicated to client success and relationship building. Utilize your skills in financial planning to foster strong client connections.

In this pivotal role at Scotiabank, you will be responsible for creating and delivering tailored financial strategies that align with your clients' goals. Collaborate with Specialist Advisors to promote services and optimize client relationships while ensuring compliance with regulations and policies. Your expertise will guide clients through comprehensive financial planning and investment strategies.

Key Responsibilities:
• Foster customer-focused culture to enhance client relationships
• Create and execute business plans aligned with corporate goals
• Deliver financial planning in risk management,



budgeting, and investment areas
• Conduct informative seminars throughout the region
• Identify current business opportunities to increase client retention

Requirements:
• University degree and relevant financial licenses
• 2+ years of financial planning experience
• Strong computer and public speaking skills
• Proven track record in sales and client development
• Effective communication and interpersonal skills

Harness your financial acumen to drive impact and client satisfaction at MD Financial Management.
#J-18808-Ljbffr

📌 Financial Consultant Role with MD Financial Management (Quebec City)
🏢 Scotiabank
📍 Quebec City

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: financial consultant role with md financial management (quebec city) / quebec city

Subscribe to this job alert:

Get the latest job offers by email for: financial consultant role with md financial management (quebec city) / quebec city