Associate Financial Consultant

2 months ago

Toronto, Canada MD Financial Management Full time

Requisition ID: 211122

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

The Associate Financial Consultant (AFC) assists MD’s physician clients and their families in achieving their personal financial goals. The AFC will work closely with a team of Advisors and Specialists to gain a broad understanding of MD’s value proposition for our clients and hone their skills providing an exceptional client experience. By developing a solid knowledge of all of MD’s products and services in the context of comprehensive financial planning, the AFC will support clients in achieving their financial goals while contributing to overall business growth targets through acquisition and referrals. In this role, they will continue to expand their knowledge of all lines of business at MD and the client service approach centering around financial planning and advice. The AFC is responsible for supporting the team in retaining and growing market share in the community in which they operate, by actively prospecting and engaging in activities/behaviors that lead to success. They will gain exposure to clients at various stages of the physician life cycle. They will develop new opportunities to prospect and grow the client base, while ensuring retention of clients through relationship building and developing 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.
- Complete financial planning, with Senior Financial Consultant oversight, in the areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting
- Participate in the preparation of comprehensive financial plans and specific investment strategies based on MD Management developed and managed optimal portfolio ranges
- Participate in client meeting preparation, drafting post meeting notes and identifying next opportunities, gathering and inputting financial data resulting from discovery conversations.
- Understand and comply with all industry regulations and MD's program and process requirements
- Respond to client questions, inquiries and obtain support from a Senior Advisor with solutions where needed.
- Help promote/advocate MD products and services with clients and prospects, which involves engaging our “disengaged” clients.
- Participate in the development and delivery of 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 geographic area
- 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.

**The Must Haves**:

- University degree in business, commerce or a degree related to practice of financial planning
- CIRO licensed as a Registered Representative
- 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
- Good working knowledge of Financial Planning and financial services
- Good product knowledge
- A demonstrated track record of above average client service in a financial services or related environment
- Minimum of 1-2 years experience within the financial services industry

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

- Strong marketing skills
- Excellent presentation skills
- Strong communication and interpersonal skills
- Client focused and results driven\
- Eager to obtain knowledge and continuous improvement

Location(s): Canada : Ontario : Toronto || Canada : Ontario : Hamilton || Canada : Ontario : Kingston || Canada : Ontario : London (ON) || Canada : Ontario : Ottawa

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for ev

  • Associate Financial Consultant

    4 weeks ago

    Toronto, Canada MD Financial Management Full time

    Requisition ID: 211122 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Associate Financial Consultant (AFC) assists MD’s physician clients and their families in achieving their personal financial goals. The AFC will work closely with a team of Advisors and Specialists to gain a broad...

  • Associate Workday Financials Consultant

    4 weeks ago

    Toronto, Canada Kognitiv Full time

    Ready to kickstart your career in the Workday ecosystem? As an **Associate Consultant** at Kognitiv, you’ll work with an amazing team to solve real-world problems, deliver impactful solutions, and grow into a Workday expert—all while thriving in a culture that values collaboration, innovation, and flexibility. The Associate Program at Kognitiv is...

  • Financial Operations Fee Associate

    4 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    OverviewWe are seeking a skilled Financial Operations Fee Associate to support our financial processing team. This role involves managing and processing financial transactions, specifically focusing on fees and associated charges.

  • Professional Financial Services Consultant

    4 days ago

    Toronto, Ontario, Canada BMO Financial Full time

    Job OverviewBMO Financial is seeking a talented Financial Planner to join our team. As a key member of our organization, you will play a crucial role in helping clients achieve their financial goals.Key Responsibilities:Provide Expert Financial Advice: Offer personalized guidance to customers on managing their finances, investing, and retirement...

  • Analyst/associate Consultant

    3 days ago

    Toronto, Canada Richter Full time

    **Analyst/Associate** **US Financial Consulting Group - Based in Montreal & Toronto** Richter Consulting, Inc. (“RCI”) is a member of the Richter Group, a full-service business advisory firm, founded in 1926. RCI serves its clients with a multidisciplinary group of 6 partners and ~20 professionals. We work with US-based leverage lenders, private equity...

  • Analyst/associate Consultant

    2 weeks ago

    Toronto, Canada Richter Full time

    **US Financial Consulting Group - Toronto** Richter Consulting, Inc. (“RCI”) is a member of the Richter Group, a full-service business advisory firm, founded in 1926. RCI serves its clients with a multidisciplinary group of 5 partners and over 20 professionals. Our clients call upon our experienced professionals to provide our expertise in Business...

  • Analyst/associate Consultant

    3 days ago

    Toronto, Canada Richter Full time

    **Analyst/Associate** **US Financial Consulting Group - Based in Montreal & Toronto** Richter Consulting, Inc. (“RCI”) is a member of the Richter Group, a full-service business advisory firm, founded in 1926. RCI serves its clients with a multidisciplinary group of 6 partners and ~20 professionals. We work with US-based leverage lenders, private equity...

  • Strategic Financial Consultant for Personal Growth

    3 weeks ago

    Toronto, Ontario, Canada BMO Financial Full time

    About the Role:BMO Financial is seeking a highly skilled Strategic Financial Consultant to join our team. As a key member of our team, you will play a vital role in helping our customers achieve their financial goals.Responsibilities:Provide comprehensive financial planning and investment advice to clients, tailoring solutions to meet their individual needs...

  • Educators Financial Group | Financial Planning Consultant

    8 hours ago

    toronto, Canada Educators Financial Group Full time

    Job Summary Educators Financial Group is seeking an exceptional Financial Advisor to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their families....

  • Associate Consultant

    5 months ago

    Toronto, Canada HUB International Full time

    **Associate Consultant - National Accounts Team** At HUB International, we don't follow industry trends: we set them! As a global leader in the insurance industry, we're dedicated to redefining what's possible in the world of risk management. We're seeking passionate individuals who are ready to embark on a career journey characterized by innovation and...

  • Financial Consultant

    7 months ago

    Toronto, Canada J P Finance Group Full time

    **Job Type**: Full-time Contract **Location**: (hybrid from home) Ontario **Description** **_J.P. Finance Chase Ltd_** is growing and offering rewarding opportunities for Financial Professionals to join our team. We are private Financial Institution offering wide variety of Financial Services to _“Ordinary People to Achieve Extraordinary...

  • Associate Consultant

    7 months ago

    Toronto, Canada Sia Partners Full time

    **Company Description** Sia Partners is a leading global management consulting firm and the pioneer of Consulting 4.0. With a team of more than 2800 high-level consultants in 18 countries, we support our clients in leading their transformation projects. Sia Partners is present in Canada with offices in Montreal, Edmonton, Toronto, Calgary and Vancouver, and...

  • Associate Project Consultant

    7 months ago

    Toronto, Canada KCI Full time

    **ABOUT KCI**/** The nature of the Canadian charitable sector has changed - irreversibly. New ideas, new models, new technologies, new generations and new Canadians present new opportunities and challenges for Canadian charities. Where do we go from here? _At KCI, that’s our favourite question_. We are Canada’s leading consultants to the non-profit...

  • Associate Consultant

    7 months ago

    Toronto, Canada RAVL Full time

    **Who is RAVL?** RAVL is a boutique consulting firm that’s transforming technology Advisory and Engineering. Founded by former McKinsey and CGI executives, RAVL’s purpose is to build exceptional technology _and_ technologists. Our clients are the IT and digital divisions of large financial institutions, including top North American Banks and Insurance...

  • Financial Operations Processing Associate

    4 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    About CI FinancialAt CI Financial, we foster a work environment that values diversity, inclusivity, and employee empowerment. Our goal is to provide a platform for individuals to grow professionally, innovate products, and feel supported in their roles.We are seeking a highly skilled Financial Operations Processing Associate - Fee Specialist to join our...

  • Financial Consultant

    2 weeks ago

    Toronto, Canada SRED.io Full time

    Position No.: 16080920 Title: Financial Consultant (SR&ED) Type: Permanent No. of Positions: 1 Location: GTA **Company**: We're SRED.io! We've modernized SR&ED consulting with a powerful AI-based platform that automates the painful process of documentation for our clients. **The Position**: We currently have a unique opportunity for a bright, assertive...

  • Financial Analytics and Funding Policy Consultant

    4 months ago

    Toronto, Canada Ontario Hospital Association Full time

    **Financial Analytics and Funding Policy Consultant** **Policy and Advocacy Division** **Full-Time Permanent (Hybrid: 2 days/week in office, 3 days/week WFH)** **Target Hiring Range**:$90,305 to $101,593** **Position Profile**: The Ontario Hospital Association (OHA) is committed to serving Ontario’s hospitals to build a better health system. Through...

  • Associate Consultant

    6 days ago

    Greater Toronto Area, Canada Prime Quadrant Full time

    Prime Quadrant serves over 200 affluent families, with approximately CAD 22 billion in Assets under Consultation™*. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs.Our culture is the Prime Quadrant PATH – Purposeful, Authentic, Tenacious, and Humble. We love the...

  • Associate Consultant

    6 days ago

    Greater Toronto Area, Canada Prime Quadrant Full time

    Prime Quadrant serves over 200 affluent families, with approximately CAD 22 billion in Assets under Consultation™*. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs.Our culture is the Prime Quadrant PATH – Purposeful, Authentic, Tenacious, and Humble. We love the...

  • Business Finance Associates

    7 months ago

    Toronto, Canada Canadawide Financial Corporation Full time

    Canadawide Group is a well established, professional consulting firm operating across Canada and internationally. We provide a wide range of consulting and financing services to the small and medium-sized businesses in all sectors in Canada and abroad. **Business Finance Associate **for its Greater Toronto Area office in ...