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 targetsConduct comprehensive financial planning across various categoriesCultivate and maintain client relationships for retentionLead seminars to inform clients about financial products and strategiesActively participate in business development and prospecting initiativesRequirements:F. Pl. designation and CIRO-RR registered status2+ years of experience in financial planningPersonal comfort with financial products and public speakingStrong understanding of MS Office and relevant softwareProven track record in a financial services environmentLeverage your financial consulting skills to assist clients in achieving their goals at Scotiabank in Quebec.
📌 Senior Consultant In Financial Services (Quebec City)
🏢 Scotia Wealth Management
📍 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.