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Front Office Night Manager
Fairmont Hotels & Resorts
Whistler, BC
- Full-time
…Hotels & Resorts. Showcase your interpersonal strengths as Night Manager where you will lead, train, and recognize your team in support of exceptional guest…
Added 16 mins ago
Manager, DevSecOps
Rogers Communications
Toronto, ON
We are seeking a Manager, DevSecOps, at Rogers Bank. You will work closely with our Delivery teams. You will be responsible for driving the design, implementation, and maintenance of…
Added 16 mins ago
Manager Finance
Rogers Communications
Toronto, ON
We are seeking a highly skilled and experienced Manager of Finance for our Business Case & Capex team at Rogers Bank. The successful candidate will work closely with the Senior Manager of…
Added 30 mins ago
C
Gestionnaire de projets SAP senior (bilingue français/anglais)
CGI
Montreal, QC
- Full-time
SCGI is seeking a Senior Project Manager (Bilingual French/English) to lead complex SAP implementation and integration initiatives in manufacturing and supply chain environments. The…
Added 30 mins ago
VB
Technical Marketing Specialist
Vale Base Metals
Toronto, ON
- Full-time
…based in Toronto and reports to the Senior Market Development Manager. The Technical Marketing Specialist is responsible for connecting technical product knowledge, operational…
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CH
Mortgage Underwriter
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Calgary, AB
- Internship
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VB
Sr. Specialist - Project Risk Management
Vale Base Metals
Toronto, ON
- Full-time
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Senior Analyst, Sales Reporting
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Segment Program Manager, Mission Critical Enterprise
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The ideal candidate is a highly structured, execution-oriented program leader who can operate effectively at both strategic and operational levels. They are comfortable working across…
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VB
Specialist, Technical - Business Planning Architecture
Vale Base Metals
Toronto, ON
- Full-time
Act as an active project manager for the cycle: manage the calendar, milestones, dependencies and governance forums, keeping pace and alignment across stakeholders.
Added 1 hour ago
FN
Application Business Analyst, IT Application Management
First National Financial LP
Toronto, ON · East York, ON
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Hybrid working environment (2-3 days in office)
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OT
Senior Cloud Service Manager- Financial Services
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Richmond Hill, ON
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As a Senior Client Success Manager, you will serve as the primary point of contact for a portfolio of high-value Managed Services customers, owning the overall client delivery experience…
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OT
Sr. Manager Corporate Development
Open Text Corporation
Toronto, ON
- Other
…interesting work happens every day, in every department. The Sr. Manager, Corporate Development will play a pivotal role advising on a wide range of strategic programs, analyzing business…
Added 1 hour ago
Q
Revenue Operations Manager – Partner & Channel Operations
Quadient
Markham, ON
- $90,000 to $100,000 CAD / year
- Full-time
Quadient is seeking an experienced Revenue Operations Manager – Partner & Channel Operations to oversee the systems, processes, and data that support our partner and channel business.
Added 1 hour ago
TS
Resident Support Team Lead
The Salvation Army in Canada
Calgary, AB
- Part-time
Coordinate with program manager and facilities team for any building, or equipment breakdown, repair or replacement.
Added 2 hours ago
M
Senior Manager, Audit Services
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Added 2 hours ago
MH
Senior Bookkeeper
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Vancouver, BC
- Full-time
Employees can now work remotely at home for three days per week, with the option to work in the office full-time · · Must have a minimum of 2 years’ experience using QuickBooks desktop and online
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PC
SR&ED and Incentives, Senior Manager
Pwc Canada
Halifax, NS
- Full-time
…business issues related to tax credits and incentives. As a Senior Manager and experienced Scientific Research & Experimental Development (SR&ED) and government incentives practitioner, you…
Added 2 hours ago
Q
Revenue Operations Manager – Partner & Channel Operations
Quadient
Markham, ON
- $90,000 to $100,000 CAD / year
- Full-time
Quadient is seeking an experienced Revenue Operations Manager – Partner & Channel Operations to oversee the systems, processes, and data that support our partner and channel business.
Added 2 hours ago
A
Portfolio Administrator - AM-26-226
Aviso
Vancouver, BC
- $70,000 to $80,000 CAD / year
- Full-time
Reporting to the Senior Manager, MAP Trading, the Portfolio Administrator is responsible for the daily portfolio administration of Credential's Separately Managed Account (SMA) programs and…
Added 2 hours ago
W&
Senior Tax Specialist
Wilkinson & Company LLP
Belleville, ON
- $70,000 to $100,000 CAD / year
Identify potential planning opportunities, risks, and issues and bring them forward to the appropriate Manager or Partner.
Added 2 hours ago
W&
Senior Tax Specialist
Wilkinson & Company LLP
Trenton, NS
- $70,000 to $100,000 CAD / year
Identify potential planning opportunities, risks, and issues and bring them forward to the appropriate Manager or Partner.
Added 2 hours ago
W&
Senior Tax Specialist
Wilkinson & Company LLP
Kingston, ON
- $70,000 to $100,000 CAD / year
Identify potential planning opportunities, risks, and issues and bring them forward to the appropriate Manager or Partner.
Added 3 hours ago
TR
Vice-président(e) exécutif(ve) (VPE)
Tender Retail
ON · Ontario, Canada
- Full-time
Added 3 hours ago
JF
Restaurant Supervisor
Jollibee Foods Corporation North America
Vancouver, BC
- $20.25 CAD / hour
- Full-time
- Part-time
The Restaurant Supervisor assists the Restaurant Manager and restaurant team in the achievement of the Restaurant Business Goals through effective implementation of specific operations…

MD Financial Management | Gestion financière MD

Wealth Advisor - Halifax

Halifax, NS, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Experience: 2+ years financial planning experience within the financial services industry
Posting language: English
Posted: Sep 15, 2026

Original job description

Requisition ID: 273665

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Contributes to the overall success of MD Wealth in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. Reporting to the Regional Manager, as a Financial Consultant, you will assist MD clients and their families in achieving their personal financial goals. Working as a partner with MD’s Specialist Advisors, you will leverage your years of experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for clients. You will identify and develop new opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans.

Is this role right for you? In this role, you will:

Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge
Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets
Actively participate in prospecting
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 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
Conduct financial planning seminars and information meetings throughout the region to inform clients about new strategies, legislative changes and MD Management's programs
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
Provide input to marketing and management concerning potential new products and services
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.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

University degree in business, commerce or a degree related to practice of financial planning
RR licensed CIRO
Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License (LLQP) (all other provinces), and the willingness to complete other regulatory requirements
Previous lending experience will be considered an asset
Strong working knowledge of Financial Planning
Good product knowledge
A demonstrated track record of above average sales in a financial services or related environment
2+ years financial planning experience within the financial services industry
Strong marketing skills
Excellent presentation skills
Strong communication and interpersonal skills

What's in it for you?

The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers. Your career matters! You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and celebrates success! You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one! You will relish work-life balance, team events, and opportunities to participate in the community.

Location(s): Canada : Nova Scotia : Halifax

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.

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More about this job

Responsibilities

Develop comprehensive financial plans and investment strategies tailored to clients’ goals, and build strong relationships to retain clients and grow the client base. Execute business plans, conduct financial education seminars, maintain regulatory compliance, and support effective risk and operational controls.

Requirements

A university degree in business, commerce, or a field related to financial planning is required, along with RR licensing and the applicable provincial insurance licensing requirements. Candidates should have at least two years of financial planning experience, strong financial planning and product knowledge, above-average sales results, and strong marketing, presentation, communication, and interpersonal skills.

Skills

Financial Planning
Investment Management
Client Relationship Building
Prospecting
Sales
Marketing
Risk Management
Estate Planning
Liability Management
Cash Flow and Budgeting
Education Funding
Tax Planning
Retirement Planning
Presentation Skills
Communication
Regulatory Compliance

Benefits

Performance Bonus
Employee Share Ownership Program
Pension Plan Matching
Banking Benefits
Health Benefits
Career Development Opportunities
Work-Life Balance
Community Participation Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Investment Strategies
Investment Management
Risk Management
Estate Planning
Liability Management
Cash Flow Management
Budgeting
Education Funding
Tax Planning
Retirement Planning
Practice Management
Goal Setting
Prospecting
Sales
Marketing
Financial Services
RR Licensing
CIRO
Group Annuity Sector (PQPAV)
Life License (LLQP)
Regulatory Compliance
Anti-Money Laundering
Sanctions Compliance
Conduct Risk
Business Planning
Financial Seminars
Portfolio Management

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Work requirements

Jobs in Canada