Financial Services Professional

1 month ago


London, Ontario, Canada MD Financial Management Full time
About the Role

This is a challenging and rewarding opportunity to join MD Financial Management as a Financial Services Professional. As a key member of our team, you will be responsible for providing expert financial planning and investment advice to our clients.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situation.
  • Provide ongoing investment advice and portfolio management services to clients, ensuring that their investments are aligned with their financial goals and risk tolerance.
  • Build and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions to meet those needs.
  • Stay up-to-date with industry trends and regulatory changes, ensuring that clients receive the best possible advice and guidance.
  • Collaborate with other members of the MD Financial Management team to ensure seamless delivery of services to clients.
Requirements
  • University degree in business, commerce, or a related field.
  • CIRO (IIROC) licensed as a Registered Representative, with completion of the Canadian Securities Course and Conduct & Practices Handbook.
  • Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License (LLQP) (all other provinces), and willingness to complete other regulatory requirements.
  • Previous lending experience considered an asset.
  • Strong working knowledge of financial planning and investment products.
  • Good product knowledge and a demonstrated track record of above-average sales in a financial services or related environment.
  • 2+ years of financial planning experience within the financial services industry.
What We're Looking For
  • Strong marketing skills and ability to build relationships with clients.
  • Excellent presentation skills and ability to communicate complex financial concepts in a clear and concise manner.
  • Strong communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and other stakeholders.


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