Financial Consultant
1 week ago
**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 client relationships.
**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 strong 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, with a high level of comfort with technology and virtual communication 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, with a focus on accuracy and attention to detail.
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