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Financial Consultant

2 months ago

Ottawa, Ontario, Canada MD Financial Management Full time

**About the Role**

This is an exciting opportunity to join MD Financial Management as a Financial Consultant. As a key member of our team, you will play a vital role in building and maintaining strong relationships with our clients, providing them with expert financial guidance and advice.

**Key Responsibilities**

  • Develop and maintain a deep understanding of our clients' financial needs and goals, and provide tailored solutions to meet those needs.
  • Build and maintain strong relationships with clients, through regular communication and proactive outreach.
  • Stay up-to-date with industry trends and developments, and apply that knowledge to provide expert advice to clients.
  • Work collaboratively with other members of the team to achieve business objectives and deliver exceptional client service.
  • Identify and pursue new business opportunities, and develop strategies to grow and retain our client base.

**Requirements**

  • University degree in business, commerce, or a related field.
  • 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 and a strong understanding of the financial services industry.
  • Proficiency in Canada's two official languages is an asset.

**What We're Looking For**

  • A desire to learn and stay up-to-date with industry trends and developments.
  • An appreciation for compliance and a strong understanding of regulatory requirements.
  • The ability to work independently and as part of a team.
  • A high level of comfort with technology and a willingness to learn new systems and tools.
  • Confidence in yourself, our products, and your ability to provide expert advice to clients.
  • Marketing savvy and the ability to identify opportunities for new product and service enhancements.
  • A commitment to delivering an exceptional client experience and ensuring accuracy in all interactions.