Senior Financial Consultant

Position: Senior Financial Consultant at Scotiabank
Elevate your financial consulting career with Scotiabank as a Senior Financial Consultant in Ontario. You will guide clients toward their financial goals using comprehensive planning and investment strategies.

In this pivotal role, you will leverage over five years of financial advisory experience to deliver personalized financial plans. Collaborating with MD's Specialist Advisors, you will ensure clients receive tailored strategies that align with their evolving financial situations. Proactive client engagement and retention are essential as you identify new growth opportunities and enhance client relationships.

Key Responsibilities:

• Prepare comprehensive financial plans for clients

• Identify and develop new client prospects

• Facilitate seminars and information sessions

• Ensure compliance with industry regulations

• Collaborate with network financial experts for client support

Requirements:

• Minimum 5 years’ experience in financial advising

• Certified Financial Planner (CFP) designation

• IIROC licensed as Registered Representative

• Life License (LLQP) and willingness for additional regulatory training

• Strong communication and interpersonal skills

Support clients' financial success and growth while thriving in a collaborative environment at Scotiabank.
#J-18808-Ljbffr