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Financial Consultant

2 months ago

Québec, Quebec, Canada MD Full time
Unlock Your Potential as a Financial Consultant - Acquisition

At MD, we're committed to empowering our clients to achieve their financial goals. As a Financial Consultant - Acquisition, you'll play a critical role in helping our clients navigate the complexities of financial planning and achieve success.

Key Responsibilities:
  • Develop and implement comprehensive financial plans that address risk management, estate planning, liability management, and more.
  • Generate outbound leads and manage inbound referrals to convert into relationship opportunities.
  • Lead marketing initiatives and deliver exceptional client experiences that align with MD's values and brand.
  • Participate in client seminars, partner events, and conferences to promote the MD difference.
  • Grow and retain market share through active prospecting, business development, and client relationship management.
What We're Looking For:
  • A growth mindset and a desire to learn and stay up-to-date on industry trends and best practices.
  • A commitment to compliance and a strong understanding of industry regulations.
  • Marketing savvy and the ability to facilitate seminars and information meetings.
  • A sense of urgency and a priority on attending to client needs.
  • The ability to work independently and as part of a broader team.
Requirements:
  • University degree or college diploma in business, commerce, or financial planning.
  • IIROC licensed as a Registered Representative (IIROC-RR) and completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).
  • Three years industry experience and the ability to travel.
Why Choose MD?
  • We offer a flexible and inclusive work environment that supports work-life integration.
  • We prioritize employee well-being and offer programs and benefits to support mental and physical health.
  • We offer competitive salaries, incentive programs, and a defined contribution pension plan.
  • We provide a generous paid time off program and a variety of preferred banking and insurance options.