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Wealth Management Associate
4 months ago
Requisition ID: 170423
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
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.
**MULTIPLE POSITIONS AVAILABLE ACROSS CANADA**
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, top-quality 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 high-potential 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 day-to-day 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 self-starter with well-honed 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 ever-changing priorities where ambiguity, multi-tasking 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:
- A proven track record of success and client service in a high-performing environment.
- Masters or undergraduate university degree in business, commerce, or financial planning.
- Completion of the Canadian Securities Course prior to employment start date
- Become IRROC licensed as a Registered Representative having completed the Canadian Securities Course, the Conduct & Practices Handbook and subsequently, the 90-day training.
- By year three of the program, completion of the Life License (LLQP), Group Annuity Sector (PQPAV - Quebec only) and a willingness to complete other regulatory requirements.
- Willingness to complete the Wealth Management Essentials course (WME, post-licensing requirement) within 30 months of hire.
Assets:
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