Financial Consultant, Acquisition Specialist
3 days ago
At MD Financial Management, we're seeking a talented Financial Consultant, Acquisition to join our team. As a key member of our acquisition division, you'll play a critical role in driving business growth and delivering exceptional client experiences.
Key Responsibilities:- Develop and execute comprehensive financial plans to drive business growth and client satisfaction.
- Build and maintain strong relationships with clients, stakeholders, and internal teams to drive business outcomes.
- Stay up-to-date with industry trends, regulatory requirements, and best practices to ensure compliance and excellence.
- Collaborate with cross-functional teams to identify opportunities and develop strategic plans to drive business growth.
- Provide exceptional client service, ensuring timely and effective resolution of client inquiries and concerns.
- University degree or college diploma in business, commerce, or financial planning.
- IIROC licensed as a Registered Representative (IIROC-RR) with completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and 90-day training.
- Three years of industry experience, with a proven track record of success in financial planning and client relationship management.
- Excellent communication, interpersonal, and problem-solving skills.
- Ability to work independently and as part of a team, with a strong focus on collaboration and teamwork.
- A dynamic and supportive work environment that fosters growth and development.
- A competitive salary and incentive program, with opportunities for bonuses and promotions.
- A comprehensive benefits package, including health, dental, and vision coverage, as well as a defined contribution pension plan.
- A generous paid time off program, with opportunities for flexible work arrangements and remote work.
- Professional development opportunities, including training, mentorship, and networking events.
We're committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees. If you're a motivated and results-driven individual with a passion for financial planning and client relationship management, we encourage you to apply for this exciting opportunity.
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