Montreal Financial Consultant Role

Join Scotiabank as a Financial Consultant in Montreal, Quebec, where you will assist clients in achieving their personal financial goals through comprehensive planning and investment strategies.
In this pivotal role, you will contribute significantly to MD Financial Management by engaging clients and collaborating with Specialist Advisors. Your responsibilities will include the preparation of financial plans and prospecting for new clients, while ensuring compliance with all regulations and internal policies. By fostering strong client relationships, you’ll enhance client retention and contribute to business growth.
Key Responsibilities:
• Champion a customer-focused culture
• Prepare quarterly business plans
• Conduct financial planning seminars
• Identify new client opportunities
• Develop investment strategies and risk management plans
Requirements:
• College or university degree
• CIRO-RR licensed with completed exams
• Strong track record in financ...