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Strategic Financial Advisor, Acquisition
2 months ago
About the Role:
We are seeking a highly skilled Financial Consultant, Acquisition to join our team at MD Financial Management. As a key member of our team, you will play a critical role in driving business growth and delivering exceptional client experiences.
Key Responsibilities:
- Develop and execute comprehensive financial plans for clients, covering risk management, estate planning, liability management, cash flow and budgeting, education funding, tax, retirement planning, investment management, practice management, and goal setting.
- Generate outbound leads and manage inbound referrals, converting them into relationship opportunities.
- Develop and lead marketing initiatives to deliver a high-touch, top-quality client experience aligned with MD Financial Management's values and brand.
- Participate in/lead client seminars, partner events, conferences, information sessions, and other activities to promote the MD difference.
- Lead efforts to convert high-potential targets to grow market share.
- Grow and retain market share through active prospecting, purposeful business development, and exceptional client relationship management.
- Track pipeline reporting to ensure effective sales management and prepare and execute quarterly business plans to meet individual, regional, and corporate targets.
- Ensure adherence to professional standards, including policies, procedures, and best practices, and professional codes of conduct related to client engagement, taking into consideration Scotiabank's risk appetite and culture.
Requirements:
- University degree or college diploma in business, commerce, or financial planning.
- 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 or willingness to complete such within a specified timeframe.
- Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License (LLQP) (all other provinces), and the willingness to complete other regulatory requirements.
- Three years industry experience.
- Ability to travel.
About MD Financial Management:
- We are committed to life-work integration and provide the flexibility and tools to achieve such.
- We believe in an inclusive and diverse work environment, which makes for happy and productive employees.
- We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
- We know that financial security is important to you and we're here to help – competitive salaries and incentive programs, a defined contribution pension plan, and an employee share option purchase program.
- We realize time away to recharge is a non-negotiable – we offer a generous paid time off program in which the benefits increase along with your tenure with MD.
- We understand that cost-effective banking solutions mean more money in your pocket – through our partnership with Scotia, we offer a variety of preferred banking, credit card, mortgage, and home/auto insurance options and discounts.
- We love discounts. Through the WorkPerks program, as an employee of MD, you'll have access to thousands of discounts with various vendors across Canada.
