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Financial Consultant (Employee Services)
Location:
Ottawa
Description:
Requisition ID: 190523 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. Reporting to the Senior Manager, Digital & Voice Channels, as a Financial Consultant – Employee Services, you will be responsible for assisting MD Financial Management (MDFM) employees and their families to achieve their personal financial goals. You will promote MDFM products and services through seminars and virtual meetings designed to help MD employees understand the value of the offering. Is this role right for you? In this role you will: • Build rapport and trusted relationships with MD employees through active listening and by developing an appreciation of what’s important to the employee. You’ll recommend an approach based on their 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. • Utilize MD Ex O Direct Financial Planning to complete financial planning for employees related to cashflow/budgeting, education funding, tax, retirement planning, investment management, and goal setting, as applicable. The Must Haves: • University degree in business, commerce or equivalent. • Minimum 3 years experience in the Financial Services Industry working with clients • IIROC licensed as a Registered Representative (IIROC-RR) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90-day training. • Life License (LLQP) and a willingness to complete other regulatory requirements. Completion of the Group Annuity Sector (PQPAV) (Quebec offices only). • Wealth Management. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
December 23 2023 on ListedBuy
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More About this Listing: Financial Consultant (Employee Services)
Financial Consultant (Employee Services) is a Consulting Jobs Consultant Job at Scotiabank located in United States. Find other listings like Financial Consultant (Employee Services) by searching Oodle for Consulting Jobs Consultant Jobs.
Financial Consultant (Employee Services) is a Consulting Jobs Consultant Job at Scotiabank located in United States. Find other listings like Financial Consultant (Employee Services) by searching Oodle for Consulting Jobs Consultant Jobs.