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Financial Consultant

2 months ago

Ottawa, Ontario, Canada MD Full time
Job Summary

MD Financial Management is seeking a talented and client-focused Associate Financial Consultant – Digital Channels to help our clients achieve their financial goals.

Key Responsibilities
  • Help clients understand their personal and professional objectives and recommend MD products tailored to their needs.
  • Provide timely and exemplary service to clients, including promoting MD products and services.
  • Document client notes in our CRM tool and identify new business opportunities through proactive mining of your book of business.
  • Gather and input financial data resulting from client discovery conversations.
  • Lead the collection of deficient Know Your Client (KYC) information on newly assigned and existing accounts.
Requirements
  • IIROC licensed as a Registered Representative (IIROC-RR) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90-day training.
  • Life License (LLQP) and a willingness to complete other regulatory requirements.
  • Demonstrated knowledge of investment products.
  • Proficiency in Canada's two official languages is an asset.
About MD

MD Financial Management is a division of Scotia Wealth Management, a leading bank in the Americas. 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.