Financial Consultant at Scotiabank
MD Financial Management
Elevate your career with Scotiabank as a Financial Consultant. This role emphasizes client engagement through financial planning and leveraging banking resources for optimal client relationships. As a Financial Consultant at Scotiabank, you will champion a customer-focused culture while executing a monthly contact plan with clients. This includes financial planning across various disciplines, such as risk management, investment management, and retirement planning. Compliance with industry regulations and Scotiabank's internal processes is essential to your daily operations. Key Responsibilities:
- Build and maintain strong client relationships through financial advice
- Execute comprehensive financial plans and investment strategies
- Prepare for client meetings and document key discussion points
- Stay informed on market trends and tax issues affecting clients
- Promote financial products through networking and influence
- Relevant degree or four years of experience
- CIRO licensing and completion of required exams
- Experience in financial services is an asset
- Strong sales, presentation, and marketing skills
- Bilingual proficiency in French and English is preferred
Vacancy posted 3 hours ago
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