Job Description

Requisition ID: 182991

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 - Acquisition to join our team.

Is this role right for you?
There has never been a better time to join MD Management Ltd as a Financial Consultant, Acquisition. We are seeking a team member who understands the criticality of carefully nurturing long-standing client relationships as well as the importance of cultivating new ones.
If you are client-centric and realize that removing the financial concerns from the day to day lives of our physicians allows physicians to do what they do best - take care of us, then this position is for you!

In this role you will:

• Apply a growth mindset to assess and analyse all prospect opportunities and create comprehensive financial plans covering areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting.
• Generate outbound leads and manage inbound referrals, converting both into relationship opportunities.
• Develop and lead marketing initiatives and deliver a high touch, top-quality client experience consistent with MD values and brand.
• Participate in/lead client seminars, partner events, conferences, information sessions and other activities relative to the medical community to promote the MD difference.
• Lead efforts to convert high-potential targets to grow market share.
• Grow and retain market share through active prospecting, purposeful business development and exceptional client relationship management.
• Track pipeline reporting to ensure effective sales management. Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets.
• Ensure adherence to professional standards, including policies, procedures and best practices, and professional codes of conduct related to client engagement, taking Scotiabank\'s risk appetite and culture into consideration relative to day to day activities and decisions.

The Must Haves:

• University degree or college diploma in business, commerce or financial planning
• 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 or willingness to complete such within a specified timeframe.
• Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License (LLQP) (all other provinces), and the willingness to complete other regulatory requirements.
• Three years industry experience.
• Ability to travel.

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, investment trends and products as well as any other issues impacting clients.
• A commitment to compliance - an understanding of industry regulations and associated requirements and an appreciation for Scotiabank\'s commitment to ethical day to day activities and decisions
• Marketing savvy - a comfort in facilitating seminars and information meetings designed to provide advice and information concerning investment programs and related services.
• A sense of urgency - what\'s urgent for your client is urgent for you. Attending to their needs is your priority.
• The ability to work independently and as part of a broader team.
• A high level of comfort with technology to support virtual meetings and CRM.
• Confidence - in yourself, in MD\'s products, in asking for the business

What\'s in it for you?

• We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
• We believe an inclusive and diverse work environment makes for happy and productive employees.
• We offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
• We offer competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
• We offer generous paid time off programs
• We offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.

Location(s): Canada : New Brunswick : Saint John

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Scotiabank