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Bilingual Senior Financial Advisor
Location:
Ottawa
Description:
Requisition ID: 182619 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 Bilingual 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. 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. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 23 on ListedBuy
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More About this Listing: Bilingual Senior Financial Advisor
Bilingual Senior Financial Advisor is a Accounting & Finance Financial Advisor Job at Scotiabank located in United States. Find other listings like Bilingual Senior Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Bilingual Senior Financial Advisor is a Accounting & Finance Financial Advisor Job at Scotiabank located in United States. Find other listings like Bilingual Senior Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.