Conseiller(ère) financier(ère), Gestion financière MD - Ville de Québec

Join the global community of Scotiabank to help clients achieve their financial goals. The successful candidate will contribute to the overall success of Wealth Management, ensuring that objectives, initiatives and individual plans are achieved in line with business strategies and team objectives.

Requirements

• Promote a client-centric culture to deepen relationships with clients and leverage the knowledge, systems and relationships of the entire Bank.
• Develop and implement a monthly contact plan focused on client engagement in financial planning and advice.
• Provide financial planning services in the following areas: risk management, succession planning, debt management, budgeting, education financing, tax planning, retirement planning, investment management, professional practice management and goal setting.
• Understand the regulatory requirements of the financial services sector and MD programs and processes, and comply with them.
• Travel within the established territory.
• Contribute to a highly productive and inclusive work environment.

Benefits

• Comprehensive financial planning
• Risk management
• Succession planning
• Debt management
• Budgeting
• Education financing
• Tax planning
• Retirement planning
• Investment management
• Professional practice management
• Goal setting