Financial Services Consultant

3 weeks ago


Ottawa, Ontario, Canada MD Financial Management Full time
{"title": "Financial Consultant Role", "description": "

Are you looking for a challenging role that combines financial expertise with exceptional client service?

In this role, you will build strong relationships with our MD clients by actively listening to their needs and providing tailored solutions. You will promote our products and services, identify new business opportunities, and ensure client satisfaction.

Key Responsibilities:
  • Develop and maintain strong relationships with clients through active listening and needs assessment.
  • Recommend and promote MD products and services to clients and prospects.
  • Identify and pursue new business opportunities to grow the client base.
  • Ensure client satisfaction by delivering exceptional service and support.
Requirements:
  • University degree in business, commerce, or equivalent.
  • 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.
  • Proficiency in Canada's two official languages is an asset.
What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation package.

If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.

"}

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