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Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Build and execute on a monthly contact plan focused on engaging clients in financial planning and advice
Complete financial planning in the areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting
Prepare and update comprehensive financial plans and specific investment strategies based on MD Management developed and managed optimal portfolio ranges
Understand and comply with all industry regulations and MD's program and process requirements
Responsible for client meeting preparation, post meeting notes and identifying next opportunities, gathering and inputting financial data resulting from discovery conversations
Increase visibility of products and services through contact with centers of influence
Keep current on issues affecting the financial affairs of clients, including a general knowledge of income tax, investment trends and products, as well as any other issues impacting clients
Travel within established travel circuit
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
Champions a high-performance environment and contributes to an inclusive work environment
Financial Consultant, Regional Services - MD Financial Management (Montreal, QC)
Montreal, QCPosted 5 days ago