This listing was posted on ListedBuy.
Financial Consultant
Location:
Edmonton
Description:
Requisition ID: 182710 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant to join our team. As a Financial Consultant, you will be accountable for developing comprehensive and personalized financial plans and specific investment strategies for physician clients and their families tied to the physician lifecycle and various life events. Is this role right for you? In this role you will: Build rapport and trusted relationships with your clients through active listening and by developing an appreciation of what’s important to the client. You’ll recommend an approach based on the client’s level of understanding and interest tailored to their specific needs. Identify and develop new business opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans. As part of a broader network of MD financial experts, you will facilitate a team approach by actively partnering with MD Private Investment Counsel (discretionary management), MD Private Trust (estate and executor services), Scotia Wealth Insurance Services and Scotiabank (Private Banking, Mortgages, etc.). 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. Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have: A desire to learn - to further your knowledge of advanced financial planning concepts including tax, incorporation, portfolio, and risk management A commitment to compliance – an understanding of industry regulations and associated requirements and an appreciation for Scotiabank’s commitment to. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 23 on ListedBuy
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to ListedBuy
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Financial Consultant
Financial Consultant is a Consulting Jobs Consultant Job at Scotiabank located in United States. Find other listings like Financial Consultant by searching Oodle for Consulting Jobs Consultant Jobs.
Financial Consultant is a Consulting Jobs Consultant Job at Scotiabank located in United States. Find other listings like Financial Consultant by searching Oodle for Consulting Jobs Consultant Jobs.