Senior Financial Consultant – Ontario, Scotiabank

Become a Senior Financial Consultant with Scotiabank in Ontario, Canada, where you'll drive client success through personalized financial planning and strategic investment approaches. This role fosters a collaborative environment to navigate financial opportunities effectively.

The Senior Financial Consultant plays a crucial role in the MD Client Value Performance team, supporting clients in achieving their financial goals. You will work directly with clients and leverage specialist insights to develop tailored financial plans that align with individual ambitions. Your proactive approach will be key to building and retaining strong client relationships.

Key Responsibilities:

• Referrals to MD Private Investment Counsel and essential services

• Align solutions with clients' life stages and financial needs

• Improve understanding of tax and investment concepts

• Lead seminars to promote investment advice

• Maintain compliance with Scotiabank's operational standards

Requirements:

• 5+ years of financial advisory experience

• Certified Financial Planner (CFP) accreditation necessary

• IIROC licensure as a Registered Representative

• Excellent listening and communication skills

• Enthusiastic teamwork and continuous learning mindset

Embrace this opportunity to guide clients in achieving their financial aspirations at Scotiabank.
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