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Senior Financial Advisor Sudbury
Location:
Sudbury
Description:
Requisition ID: 194594 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team in Sudbury, ON Reporting to the Regional Manager you will Contribute to the overall success of the MD Client Value Performance in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. Reporting to the Regional Manager, as a Senior Financial 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 Is this role right for you? In this role you will: Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. 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. Further your knowledge of advanced financial planning. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
March 13 on ListedBuy
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More About this Listing: Senior Financial Advisor Sudbury
Senior Financial Advisor Sudbury is a Accounting & Finance Financial Advisor Job at Scotiabank located in United States. Find other listings like Senior Financial Advisor Sudbury by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Senior Financial Advisor Sudbury is a Accounting & Finance Financial Advisor Job at Scotiabank located in United States. Find other listings like Senior Financial Advisor Sudbury by searching Oodle for Accounting & Finance Financial Advisor Jobs.