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Senior Financial Consultant
Location:
Kelowna
Description:
Requisition ID: 183310 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 Senior Financial Consultant to join our team. Reporting to the Regional Manager, 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. Recommend an approach based on the client’s level of understanding and interest and 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 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.) 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 and further your knowledge of advanced financial planning concepts A commitment to compliance and an understanding of industry regulations, and associated requirements Comfort in facilitating seminars and information meetings A sense of urgency - what’s urgent for your client is urgent for you The ability to work independently and as part of a. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
December 28 2023 on ListedBuy
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