Consultant(e) - Banking & Financial Services

As a Financial Consultant you will contribute to the overall success of MD Wealth 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 new opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans.

Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets
Complete financial planning in the areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting
Prepare comprehensive financial plans and specific investment strategies based on MD Management developed and managed optimal portfolio ranges
Conduct financial planning seminars and information meetings throughout the region to inform clients about new strategies, legislative changes and MD Management's programs
Keep current on issues affecting the financial affairs of clients, including a general knowledge of income tax, investment trends and products, as well as any other issues impacting clients
Travel within established travel circuit
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

University degree in business, commerce or a degree related to practice of financial planning
CIRO licensed as a Registered Representative having completed the Canadian Securities Course, the Conduct & Practices Handbook and 90 day training
Life License (LLQP) (all other provinces), and the willingness to complete other regulatory requirements
Strong working knowledge of Financial Planning
A demonstrated track record of above average sales in a financial services or related environment
2+ years financial planning experience within the financial services industry

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role.