Financial Services Consultant

9 hours ago

Ottawa, Ontario, Canada MD Financial Management Full time
{"title": "Financial Services Consultant", "content": "Key Responsibilities

In this role, you will be responsible for building strong relationships with our MD clients through active listening and developing a deep understanding of their needs and goals.

You will work closely with clients to identify new business opportunities and help them achieve their financial objectives.

Additionally, you will be accountable for client contact preparation, documenting client notes, and identifying new business opportunities through proactive mining of your book of business.

You will also be responsible for gathering and inputting financial data resulting from client discovery conversations.

Furthermore, you will lead the collection of deficient Know Your Client (KYC) information on newly assigned and existing accounts, ensuring orders are suitable vis-a-vis client objectives.

Requirements

To be successful in this role, you will need to have a university degree in business, commerce, or equivalent.

You must also be IIROC licensed as a Registered Representative (IIROC-RR) and have completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH), and 90-day training.

A Life License (LLQP) and a willingness to complete other regulatory requirements are also necessary.

Proficiency in Canada's two official languages is an asset.

What We're Looking For

We're looking for someone who is passionate about learning and has a desire to further their knowledge of tax, investment trends, products, and other concerns that may impact their client base.

You should have an appreciation of compliance and an understanding of MDFM internal trading policies, rules of the stock exchange, industry regulations, and associated requirements.

A high level of comfort with technology to support virtual meetings and client relationship management software CRM is also essential.

Confidence in yourself, MD's products, and the ability to ask for business are key qualities we're looking for.

Finally, you should have a commitment to an exceptional client experience and be able to regularly deliver an exemplary experience, ensuring accuracy.

", "lang_code": "en-US"}

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