Scotiabank Senior Financial Consultant

Position: Scotiabank Senior Financial Consultant Role
Join the dynamic team at Scotiabank as a Senior Financial Consultant in Ontario, Canada. This position emphasizes relationship management, comprehensive financial planning, and aligning services to client trends and needs.

The Senior Financial Consultant is essential to achieving client success within the MD Client Value Performance initiative. You will collaborate with specialist advisors to prepare tailored financial strategies and ensure compliance with regulations. Your ability to address client needs proactively will be vital in nurturing lasting relationships and expanding the client base.

Key Responsibilities:

• Coordinate client referrals to relevant MD financial services

• Proactively address client’s financial aspirations and situations

• Enhance knowledge of advanced investment and tax strategies

• Conduct seminars to engage clients on financial options

• Uphold compliance standards and Scotiabank principles

Requirements:

• Minimum of 5 years in financial advisory roles

• University degree in business, commerce, or financial planning

• IIROC Registered Representative license and CFP designation

• Strong communication and rapport-building skills

• Eagerness for personal development and teamwork

Drive financial success for clients and take your career to new heights at Scotiabank.
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