Senior Financial Consultant

Position: Senior Financial Consultant Career Opportunity
Advance with Scotiabank as a Senior Financial Consultant, where your financial planning skills make a real impact on client success. Join a culture focused on inclusive client relationships.

In your role at MD Financial Management, you'll directly contribute to developing financial strategies that enable clients to meet their goals. Your responsibilities will include preparation of financial plans, execution of business strategies, and fostering client relationships. This position demands strong compliance with industry regulations while maintaining a keen focus on client retention and growth.

Key Responsibilities:

• Develop and execute proactive financial strategies for clients

• Conduct financial planning sessions and product seminars

• Build relationships to deepen understanding of client needs

• Prepare tailored investment strategies based on MD's offerings

• Ensure adherence to regulations and internal policies

Requirements:

• Relevant university degree and industry licenses

• 2+ years in financial planning or services

• Demonstrated sales successes within finance

• Strong skills in MS Office and financial software

• Excellent presentation and interpersonal abilities

Use your expertise to shape financial futures with MD Financial Management at Scotiabank.
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