Wealth Management Associate Program

7 days ago

Saskatoon, Saskatchewan, Canada MD Financial Management Full time
Requisition ID: 186989

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

Associate Financial Consultant, Acquisition:

Imagine an environment that encourages you to bring your best self to work every day. A company committed to your personal development and career aspirations. An employer who not only respects your requirement for life/work flexibility, but also endorses it.

A place where diversity and inclusion and a commitment to employee health and wellbeing are part of the corporate DNA.

A job that is more than a job - allowing you to make a meaningful contribution to the welfare of some of the hardest working Canadians we know - physicians.

If not only what you do but who you do it for matters, consider this opportunity join our exceptional team of professionals committed to making a difference to those on the front lines of Canadian healthcare.


Once the program is completed, you will be able to leverage MD's wealth management tools and reputation to build a wealth advisory practice.

You will focus on utilizing client discovery, financial planning, portfolio management and relationship management skills to identify opportunities, develop and execute a plan to help high net worth clients build and sustain their wealth.

As an Associate Financial Consultant, Acquisition you will

  • Generate outbound leads and manage inbound referrals, converting both into sales opportunities.
  • Develop and lead marketing initiatives and deliver a high touch, topquality 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 MD products/programs and increase awareness of legislative changes.
  • Lead efforts to convert highpotential targets to grow market share.
  • Grow and retain market share through active prospecting, purposeful business development and exceptional customer relationship management.
  • Track pipeline reporting to ensure effective sales management and prepare and execute quarterly business plans to meet target objectives.
  • 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 review comprehensive financial plans and investment strategies based on MD Management (MDM) developed and managed optimal portfolio ranges.
  • Understand how the Bank's risk appetite and risk culture should be considered in daytoday activities and decisions.
What's In It For You?

  • An accelerated career development program that that puts you on the fast track to becoming a Senior Financial Consultant. No wait time for a role to become available or competing for limited roles; graduates of the program move on to become a Senior Financial Consultant.
  • Access to training and support to help you attain necessary licensing and certifications on your career path to Senior Financial Consultant (Wealth Management Essentials, Certified Financial Planner Designation, Life License).
  • Mentoring and learning opportunities within the MD Wealth Advisory businesses to gain a broad understanding of the MD value proposition and its associated products and services.
  • Specialized training in the areas of lead generation, relationship management, comprehensive financial planning and understanding the physician lifecycle and their unique needs/challenges. Rigorous feedback systems and dedicated coaching to ensure your success.
  • Access to a community of peers a cohort program provides you an interactive and dynamic setting to foster creativity, learn new skills and encourage greater progress.

What MD Expects of You:

  • The desire to build a career in a Wealth Advisory role you possess an entrepreneurial spirt, accountability and an openness to constructive feedback.
  • You lead by example you're a resourceful selfstarter with wellhoned communication skills and the ability to influence and build consensus.
  • A commitment to providing an exceptional client experience built on a foundation of client first relationships, mutual trust, and high integrity.
  • A desire to learn to further your knowledge of not only MD products, but also advanced financial planning concepts including income tax, investment trends and products, and any other issues that could impact MD clients.
  • You embrace change thriving in a diverse environment of everchanging priorities where ambiguity, multitasking and tight deadlines are the norm.
  • The ability to work independently and as part of a broader team, always seeking ways to better serve the client.
  • A high level of comfort with technology to support virtual meetings and CRM.
  • Flexibility to relocate across Canada.
  • Confidence in yourself, in MD's products, in asking for the business.

The Must Haves:
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