Financial Consultant

7 days ago

Québec, Quebec, Canada MD Full time
Unlock Your Potential as a Financial Consultant - Acquisition

At MD, we're committed to empowering our clients to achieve their financial goals. As a Financial Consultant - Acquisition, you'll play a critical role in helping our clients navigate the complexities of financial planning and achieve success.

Key Responsibilities:
  • Develop and implement comprehensive financial plans that address risk management, estate planning, liability management, and more.
  • Generate outbound leads and manage inbound referrals to convert into relationship opportunities.
  • Lead marketing initiatives and deliver exceptional client experiences that align with MD's values and brand.
  • Participate in client seminars, partner events, and conferences to promote the MD difference.
  • Grow and retain market share through active prospecting, business development, and client relationship management.
What We're Looking For:
  • A growth mindset and a desire to learn and stay up-to-date on industry trends and best practices.
  • A commitment to compliance and a strong understanding of industry regulations.
  • Marketing savvy and the ability to facilitate seminars and information meetings.
  • A sense of urgency and a priority on attending to client needs.
  • The ability to work independently and as part of a broader team.
Requirements:
  • University degree or college diploma in business, commerce, or financial planning.
  • IIROC licensed as a Registered Representative (IIROC-RR) and completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).
  • Three years industry experience and the ability to travel.
Why Choose MD?
  • We offer a flexible and inclusive work environment that supports work-life integration.
  • We prioritize employee well-being and offer programs and benefits to support mental and physical health.
  • We offer competitive salaries, incentive programs, and a defined contribution pension plan.
  • We provide a generous paid time off program and a variety of preferred banking and insurance options.

  • Senior Financial Consultant

    2 weeks ago

    Québec, Quebec, Canada MD Financial Management Full time

    About the RoleThis is a challenging and rewarding opportunity to join MD Financial Management as a Senior Financial Consultant. As a key member of our team, you will play a critical role in providing expert financial advice to our clients.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with clients, understanding...

  • Senior Financial Consultant

    2 weeks ago

    Québec, Quebec, Canada MD Financial Management Full time

    About the RoleThis is a challenging and rewarding opportunity to join MD Financial Management as a Senior Financial Consultant. As a key member of our team, you will play a critical role in providing expert financial advice to our clients.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with clients, understanding...

  • Financial Planning Consultant

    5 days ago

    Québec, Quebec, Canada Canadian Imperial Bank of Commerce Full time

    About the RoleWe are seeking a highly skilled Financial Planning Consultant to join our team at CIBC. As a key member of our Financial Planning and Advice team, you will be responsible for providing expert financial planning counsel to our high net worth clients.As a Financial Planning Consultant, you will work closely with our branch-based advisors to...

  • Financial Planning Consultant

    5 days ago

    Québec, Quebec, Canada Canadian Imperial Bank of Commerce Full time

    About the RoleWe are seeking a highly skilled Financial Planning Consultant to join our team at CIBC. As a key member of our Financial Planning and Advice team, you will be responsible for providing expert financial planning counsel to our high net worth clients.As a Financial Planning Consultant, you will work closely with our branch-based advisors to...

  • Senior Financial Consultant

    2 weeks ago

    Québec, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Consultant to join our team at Scotiabank. As a key member of our financial services team, you will play a critical role in providing expert financial advice and guidance to our clients.Key ResponsibilitiesProvide comprehensive financial planning and investment strategies to...

  • Senior Financial Consultant

    2 weeks ago

    Québec, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Consultant to join our team at Scotiabank. As a key member of our financial services team, you will play a critical role in providing expert financial advice and guidance to our clients.Key ResponsibilitiesProvide comprehensive financial planning and investment strategies to...

  • Senior Financial Consultant

    2 weeks ago

    Québec, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Consultant to join our team at Scotiabank. As a key member of our financial services team, you will play a critical role in providing expert financial advice and guidance to our clients.Key ResponsibilitiesProvide comprehensive financial planning and investment strategies to...

  • Senior Financial Consultant

    2 weeks ago

    Québec, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Consultant to join our team at Scotiabank. As a Senior Financial Consultant, you will play a key role in assisting our clients in achieving their personal financial goals.Key ResponsibilitiesAssist clients in creating comprehensive financial plans and investment strategies.Develop...

  • Senior Financial Consultant

    2 weeks ago

    Québec, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Consultant to join our team at Scotiabank. As a Senior Financial Consultant, you will play a key role in assisting our clients in achieving their personal financial goals.Key ResponsibilitiesAssist clients in creating comprehensive financial plans and investment strategies.Develop...

  • Financial Advisory Consultant

    1 month ago

    Québec, Quebec, Canada SFL Wealth Management Full time

    Position OverviewAs a Financial Advisory Consultant, you will play a crucial role in guiding clients through their financial journeys. This position is ideal for individuals with exceptional communication abilities who thrive in a collaborative environment.Key ResponsibilitiesEngage with clients to understand their financial goals and aspirations.Provide...

  • Financial Advisory Consultant

    1 month ago

    Québec, Quebec, Canada SFL Wealth Management Full time

    SFL Wealth Management is seeking a Financial Advisory Consultant to enhance our team, dedicated to providing comprehensive financial services tailored for our clients.Effectively oversee and manage a diverse client portfolio.Develop and deliver personalized financial strategies and investment plans.Engage with a bilingual client base.Benefit from the...

  • Senior Business Insurance Consultant

    1 month ago

    Québec, Quebec, Canada Northbridge Financial Corporation Full time

    Role Overview for Business Damage Insurance Specialists at Northbridge Financial The Senior Business Insurance Consultant is instrumental in the formation of a new sales division dedicated to serving the Quebec market. This role involves delivering outstanding client service, utilizing business opportunities to secure sales, and nurturing relationships with...

  • Senior Business Insurance Consultant

    1 month ago

    Québec, Quebec, Canada Northbridge Financial Corporation Full time

    Role Overview for Business Damage Insurance Specialists at Northbridge Financial The Senior Business Insurance Consultant plays a pivotal role in forming a new sales division within the province. This position involves delivering outstanding client service, utilizing business opportunities to finalize sales, and nurturing relationships with local...

  • Financial Services Consultant

    1 month ago

    Québec, Quebec, Canada Banque Nationale Full time

    Job Title: Financial Services ConsultantCompany: National BankEmbarking on a journey as a Financial Services Consultant at National Bank empowers you to make a meaningful difference in the lives of clients. In this position, you will assist financial advisors in their investment strategies and play a vital role in fostering business growth.Job...

  • Financial Consultant, Acquisition

    3 hours ago

    Québec, Quebec, Canada Scotiabank Full time

    Financial Consultant - Acquisition role seeks a client-centric professional to nurture long-standing relationships and cultivate new ones, removing financial concerns from physicians' lives. As a Financial Consultant - Acquisition, you will be responsible for assessing and analyzing prospect opportunities, creating comprehensive financial plans, and...

  • Senior Financial Consultant, MD Financial Management

    7 days ago

    Québec, Quebec, Canada Scotiabank Full time

    Senior Financial Consultant Summary: Provide comprehensive financial planning and investment strategies to MD clients, leveraging expertise and strong client focus to achieve personal financial goals. As a Senior Financial Consultant, you will be part of a team committed to making a meaningful contribution to the welfare of physicians and their families....

  • Experienced Commercial Insurance Sales Consultant

    1 month ago

    Québec, Quebec, Canada Northbridge Financial Corporation Full time

    Join Our Team as a Senior Commercial Insurance Sales ConsultantAt Northbridge Financial Corporation, we are seeking a Senior Commercial Insurance Sales Consultant to play a pivotal role in establishing a new sales team in Quebec. This position is essential for delivering outstanding customer service and securing new business opportunities while fostering...

  • Financial Consultant Acquisition Specialist

    3 days ago

    Québec, Quebec, Canada Scotiabank Full time

    Unlock Your Potential as a Financial Consultant AcquisitionAre you a results-driven professional with a passion for financial planning and acquisition? Do you thrive in a fast-paced environment where no two days are the same? We're seeking a talented Financial Consultant Acquisition to join our team at Scotiabank.About the RoleAs a Financial Consultant...

  • Financial Consultant Acquisition Specialist

    4 days ago

    Québec, Quebec, Canada Scotiabank Full time

    Unlock Your Potential as a Financial Consultant AcquisitionAre you a results-driven professional with a passion for financial planning and acquisition? Do you thrive in a fast-paced environment where no two days are the same? We're seeking a talented Financial Consultant Acquisition to join our team at Scotiabank.About the RoleAs a Financial Consultant...

  • Financial Consultant

    2 weeks ago

    Québec, Quebec, Canada Patrimoine Manuvie - Diligence Gestion de Patrimoine Full time $42,651 - $99,352

    Job DescriptionWe are seeking a highly skilled and passionate Financial Consultant to join our team at Patrimoine Manuvie - Diligence Gestion de Patrimoine. As a Financial Consultant, you will be responsible for helping individuals achieve their financial goals by providing personalized financial planning and advice.Key Responsibilities:Develop and implement...