Financial Client Advisor

4 weeks ago

Ottawa, Ontario, Canada MD Financial Management Full time

Are you seeking a fulfilling career in the finance industry? Join our organization as a Financial Client Advisor at MD Financial Management. We are in search of a committed individual to cultivate trusted connections with our clients, deliver customized financial guidance, and uncover avenues for expansion.

Core Responsibilities:

  • Establish rapport and trusted connections with clients through attentive listening and tailored recommendations.
  • Document client interactions and maintain detailed notes in our customer relationship management system.
  • Discover new business prospects by leveraging your existing client portfolio.
  • Gather Know Your Client (KYC) information and ensure transactions align with client goals.
  • Expand business opportunities and enhance the client base.

Qualifications:

  • Bachelor's degree in business or a related field.
  • IIROC certification as a Registered Representative.
  • Possession of a Life License and readiness to fulfill regulatory obligations.
  • Proven understanding of investment products.
  • Fluency in Canada's official languages is advantageous.

Desired Attributes:

  • Enthusiasm for learning and staying updated on tax and investment developments.
  • Awareness of compliance and industry standards.
  • Capability to work autonomously as well as collaboratively.
  • Comfort with technology for virtual consultations and CRM applications.
  • Confidence in product offerings and business growth.
  • Marketing acumen to identify new prospects.
  • Dedication to providing outstanding client experiences.

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