Senior Financial Consultant at Scotiabank

Elevate your career as a Senior Financial Consultant with Scotiabank in Ontario, Canada. This role focuses on client relationship building, financial planning, and investment strategies for achieving personal financial goals.

As a Senior Financial Consultant, you will be a vital contributor to the MD Client Value Performance team. You will leverage your extensive financial experience to assist clients in navigating investment opportunities and achieving their financial aspirations. Collaboration is key, as you work alongside specialist advisors to prepare comprehensive financial plans that meet the diverse needs of clients.

Key Responsibilities:

• Facilitate client referrals to MD Private Investment Counsel and other services

• Address client needs in alignment with their financial situation

• Educate on advanced financial planning and investment trends

• Organize seminars and marketing strategies for client engagement

• Ensure compliance with industry regulations and Scotiabank's values

Requirements:

• 5 years of financial advice experience in finance or commerce

• Certified Financial Planner (CFP) designation required

• IIROC licensed as a Registered Representative

• Strong interpersonal and communication skills

• Commitment to continuous learning and teamwork

Join Scotiabank as a Senior Financial Consultant and empower clients to achieve their financial dreams.
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