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investment Consultant
Location:
Chicoutimi
Description:
Requisition ID: 159433 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: Reporting to the Regional Manager, as a Investment Consultant, you will assist MD clients and their families in achieving their personal financial goals. Working as a partner with MD’s Specialist Advisors, you will leverage your years of experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for clients. You will identify and develop new opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans. Duties & Responsibilities: • As part of a broader network of MD financial experts you will facilitate a team approach by actively referring clients to MD Private Investment Counsel (discretionary management), MD Private Trust (estate and executor services), MD Insurance and MD Banking Products (Scotiabank). You will also work to ensure client needs are pro-actively addressed in alignment with their current financial situation and life stage as well as their future aspirations. • When not meeting with clients or identifying new clients, you will further your knowledge of advanced financial planning concepts including income tax, investment trends and products, and any other issues having an impact on MD clients. Your thorough understanding of compliance with all industry regulations will ensure accurate administration of all client transactions and compliance requirements, thus minimizing risk and expense to the company. • As a Investment Consultant, you will participate in facilitating seminars and information meetings throughout the region, as well as implementing marketing strategies to provide advice and information concerning investment programs and related services. • Flexibility to travel, as required, is expected. • Understand how the. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 23 on ListedBuy
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More About this Listing: investment Consultant
investment Consultant is a Consulting Jobs Consultant Job at Scotiabank located in United States. Find other listings like investment Consultant by searching Oodle for Consulting Jobs Consultant Jobs.
investment Consultant is a Consulting Jobs Consultant Job at Scotiabank located in United States. Find other listings like investment Consultant by searching Oodle for Consulting Jobs Consultant Jobs.