Current jobs related to Financial Consultant ECS - Independence - Scotiabank
-
Construction Materials Field Technician
9 hours ago
Independence, Ohio, United States ECS Midwest, LLC Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Construction Materials Field Technician to join our team at ECS Midwest, LLC. As a Field Technician, you will play a critical role in conducting observation, testing, and sampling of materials on construction materials testing project sites.Key ResponsibilitiesField Activities: Conduct...
-
Construction Materials Testing Field Technician
13 hours ago
Independence, Ohio, United States ECS Limited Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Construction Materials Field Technician to join our team at ECS Limited. As a Field Technician, you will play a critical role in ensuring the quality and safety of construction materials on our project sites.Key ResponsibilitiesField Activities: Conduct observation, testing, and sampling of...
-
Construction Materials Field Technician
13 hours ago
Independence, Ohio, United States ECS Limited Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Construction Materials Field Technician to join our team at ECS Limited. As a Field Technician, you will play a critical role in ensuring the quality and safety of construction materials on our project sites.Key ResponsibilitiesField Activities: Conduct observation, testing, and sampling of...
-
Certified Welding Inspector
1 week ago
Independence, United States ECS Midwest, LLC Full timeWhat You'll DoECS Limited is offering a unique opportunity for an experienced Certified Welding Inspector (CWI) / Specialty Technician III to join our Cleveland team and advance in a dynamic work environment. You'll work on a variety of complex projects performing field observations and inspections, and may also work with steel performing destructive and...
-
Financial Planning Consultant
1 week ago
Independence, Missouri, United States New York Life - Northern Ohio Full timeJob OverviewWe are looking for a motivated and strategic Financial Consultant to take on an entry-level role that presents opportunities for advancement and a favorable job outlook. The ideal candidate will be passionate about assisting clients in recognizing and fulfilling their financial aspirations through a diverse range of planning...
-
Financial Planning Consultant
3 days ago
Independence, Missouri, United States New York Life - Northern Ohio Full timeJob OverviewWe are looking for a motivated and strategic Financial Consultant to take on an entry-level role that provides opportunities for advancement and a favorable job outlook. The ideal candidate will be passionate about assisting clients in recognizing and reaching their financial objectives through a range of advisory services.Compensation:Average...
-
Financial Planning Consultant
4 days ago
Independence, Missouri, United States New York Life - Northern Ohio Full timeJob OverviewWe are looking for a motivated and strategic Financial Consultant to take on an entry-level role that presents opportunities for advancement and a positive career trajectory. The ideal candidate will be passionate about assisting clients in recognizing and fulfilling their financial aspirations through a range of advisory...
-
Financial Consultant
2 weeks ago
Independence, United States New York Life Full timeDescription We are seeking an eager, strategic, and definitive Financial Advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills...
-
Senior Financial Analyst
3 days ago
Independence, Ohio, United States Cleveland Clinic Full timeSenior Financial AnalystCleveland Clinic is seeking a highly skilled Senior Financial Analyst to join their Contract Management department. As a key member of the team, you will be responsible for providing financial and revenue cycle management data, metrics, and reporting to support the organization's needs.Key Responsibilities:Provide financial data and...
-
Director of Financial Planning
2 months ago
Independence, United States ConsultNet Full timeDirector of Financial Planning & AnalysisIndependence, OH (3 days/week onsite (T, W, TH))Direct HireABOUT THE POSITION AND OUR TEAM:Our client is looking for a Directior of Financial Planning & Analysis Director to oversee the direction, lead, and manage all areas of the company's budgeting, reporting & forecasting processes, and profitability analysis as...
-
Lead Financial Strategist
2 days ago
Independence, Ohio, United States Cleveland Clinic Full timeJoin the esteemed Cleveland Clinic family, where you will collaborate with dedicated professionals to deliver exceptional healthcare services. Cleveland Clinic is celebrated as one of the premier healthcare institutions in the country.As a part of our Contract Management division, we are eager to welcome a Lead Financial Strategist to our committed team. In...
-
Client Relationship Consultant 1-4
1 month ago
Independence, Missouri, United States U.S. Bank Full timeAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...
-
Business Development Consultant
3 weeks ago
Independence, United States MRINetwork Jobs Full timeJob DescriptionJob DescriptionBusiness Development Consultant - Fully RemoteBased out of Atlanta, Georgia, our client is looking to grow our team! As an authorized UKG Ready provider, they provide tailored Human Capital Management technology simplifying clients’ Human Resources, Payroll, Benefits, Time Keeping, and Compliance needs. They are seeking a...
-
Financial Management Fast Track
2 weeks ago
Independence, United States The Ladders Full timeDescription Management Fast Track- MBA required At New York Life Insurance Company, we're dedicated to prudent financial management and impeccable service. We're looking for leadership-oriented individuals to join our Fast Track Management Program. In this program, you'll have the opportunity to accelerate your path to management, and advance within 12...
-
Field Sales Consultant
3 days ago
Independence, Ohio, United States Moxie Pest Control Full timeJob OverviewBecome a vital part of Moxie Pest Control as an Outside Sales Consultant.At Moxie, we understand that not everyone envisions a career in sales within the pest management industry. However, our unique approach sets us apart, as we strive to enhance the lives of our clients, employees, and the community.Our philosophy is rooted in the belief that...
-
Senior Financial Analyst I
2 months ago
Independence, United States Cleveland Clinic Full timeJoin the Cleveland Clinic team, where you will work alongside passionate caregivers and provide patient-first healthcare. Cleveland Clinic is recognized as one of the top hospitals in the nation. At Cleveland Clinic, you will work alongside passionate and dedicated caregivers, receive endless support and appreciation, and build a rewarding career with one of...
-
Employee Benefits Sales Consultant
1 week ago
Independence, Missouri, United States American United Life Ins Co Full timePosition OverviewAt American United Life Ins Co, our mission is to foster greater assurance for our clients, leading to enhanced experiences every day. We are dedicated to promoting stability and growth through every solution and partnership. Our financial strength is designed to endure for generations, and we continuously strive to innovate, looking forward...
-
Employee Benefits Sales Consultant
1 week ago
Independence, Missouri, United States American United Life Ins Co Full timeJob OverviewAt American United Life Ins Co, our mission is to foster greater assurance for our clients, leading to enhanced experiences every day. We are dedicated to promoting stability and growth in every solution and partnership. Our financial strength is designed to build for generations, and we continuously strive to innovate, looking forward and...
-
Employee Benefits Sales Consultant
3 days ago
Independence, Missouri, United States American United Life Ins Co Full timeJob OverviewAt American United Life Ins Co, our mission is to foster greater assurance for our clients, leading to improved experiences every day. We are dedicated to promoting stability and growth in every solution and partnership. Our financial strength is designed to endure across generations, and we continuously strive to innovate, look forward, and...
-
Store Manager
4 weeks ago
Independence, United States Community Choice Financial Family of Brands Full timeOverview: As a Store Manager ("SM"), you will assist in managing overall store performance by overseeing account management and recovery processes and providing an unmatched positive customer service experience. Whether it's building customer relationships or demonstrating new sales techniques, you will work daily to set an example and become a key...
![Scotiabank](https://media.trabajo.org/img/noimg.jpg)
Financial Consultant ECS
2 months ago
Press Tab to Move to Skip to Content Link
Select how often (in days) to receive an alert:
Title:
Financial Consultant ECS - Hamilton
Requisition ID: 202566
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Financial Consultant – Early Career Segment, you will be responsible for prospecting, retaining and growing MD’s market share in the medical student, resident and new in practice physician communities.
Is this role right for you? In this role you will:
Build rapport and trusted relationships with MD clients through active listening and by developing an appreciation of what’s important to them. You’ll recommend an approach based on their level of understanding and interest, tailored to their specific needs and goals.
Be accountable for the completion of financial plans addressing the areas of goal setting, cashflow/budgeting, debt and education funding, investment management, medical practice incorporation/planning, tax mitigation, risk management, retirement planning and estate planning.
Recommend investment strategies based on MD Management developed and managed optimal portfolio ranges, ensuring compliance with all industry regulations, MD program and process requirements and Scotiabank risk appetite and culture.
Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets.
Participate and/or conduct financial planning seminars and other Early Career hosted events throughout the region to enlighten clients through financial literacy and MD Management overall offerings. Partner with MD marketing and management concerning potential new products and services.
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 not only MD products, but also tax, investment trends, products and other concerns that may impact your client base.
An appreciation of compliance – an understanding of MDFM internal trading policies, rules of the stock exchange, industry regulations and associated requirements, guidelines of the Investment Dealers Association of Canada and, an appreciation for Scotiabank’s commitment to ethical day to day activities and decisions.
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.
Marketing Savvy – the ability to identify opportunities for new product and service enhancements. Actively seeking opportunities to build business through engagement of various centres of influence such as accountants, chief residents, clinic owners.
Confidence in presenting recommendations to both existing and potential clients and asking for referrals.
A commitment to an exceptional client experience - regularly delivering an exemplary experience, ensuring accuracy of administration of all client transactions, monitoring of issues, and facilitating resolution of client concerns.
The Must Haves:
University degree in business, commerce or equivalent degree related to the practice of 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.
Life License (LLQP) and a willingness to complete other regulatory requirements. Completion of the Group Annuity Sector (PQPAV) (Quebec offices only).
Ability to travel
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 click here . 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.
MD Financial Management includes MD Financial Management Inc., MD Management Limited, MD Private Trust Company, MD Life Insurance Company and MD Insurance Agency Limited.
#J-18808-Ljbffr