Financial Consultant Ecs

5 months ago

Quebec City, Canada MD Financial Management Full time

Requisition ID: 182700

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

For more than 50 years, MD Financial Management has provided Canada’s physicians and their families with discerning and timely financial guidance. We take pride in knowing physicians best, understanding the challenges and decisions they will face from medical school through to retirement. As a non-commission financial institution, our differentiator has always been our commitment to offering clients advice based on their best interests.

We are looking for a new team member who understands the importance of taking care of those who are committed to taking care of us. An individual who not only thrives on nurturing existing relationships, but is motivated by the opportunity to build trusted, long-term connections with new clients. A person who appreciates the opportunity to work as part of a team of experts to provide tailored solutions that address every aspect of the physician lifecycle.

How You Will Contribute:
Reporting to the Regional Manager, 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.
- 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.
- You will 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.
- You will 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.
- You will prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets.
- You will 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.
- You will partner with MD marketing and management concerning potential new products and services.

What MD Expects of You:

- 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 as a Registered Representative (RR)
- Completion of Life License and the willingness to complete other regulatory requirements
- Ability to travel
- Proficiency in Canada’s two official languages is an asset

Why MD?
- We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
- We believe an inclusive and diverse work environment makes for happy and productive employees.
- We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
- We know that financial security is important to you and we’re here to help - competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
- We realize time away to recharge is a non-negotiable - we offer a generous paid time off program in which the benefits increase along with your tenure with MD. Our team environment e

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