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Acquisition Financial Planning Expert

2 months ago

Montreal, Quebec, Canada MD Financial Management Full time

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 areas such as risk management, estate planning, liability management, cash flow/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 consistent 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 aid in meeting 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 big proponents of life-work integration and provide the flexibility and tools to achieve such.
  • We believe an inclusive and diverse work environment 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.