Financial Consultant - Ottawa

Financial Consultant - Ottawa

16 Oct
|
Scotiabank
|
Ottawa

16 Oct

Scotiabank

Ottawa

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Consultant you will contribute to the overall success of MD Financial Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. Reporting to the Regional Manager, as a Financial Consultant, you will assist MD clients and their families in achieving their personal financial goals. Working as a partner with MD’s Specialist Advisors,



you will leverage your years of experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for clients. You will identify and develop recent opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans. Is this role right for you? In this role, you will: Champions a customer focused culture to deepen client relationships and leverage broader

📌 Financial Consultant - Ottawa
🏢 Scotiabank
📍 Ottawa

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 - ottawa / ottawa

Subscribe to this job alert:

Get the latest job offers by email for: financial consultant - ottawa / ottawa