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Financial Services Professional

2 months ago

London, Ontario, Canada MD Financial Management Full time
Job Title: Financial Advisor

Are you a motivated and results-driven professional looking to make a meaningful impact in the financial services industry? We're seeking a talented Financial Advisor to join our team at MD Financial Management.

About the Role:

As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives. Your primary responsibilities will include:

  • Developing and implementing comprehensive financial plans that meet the unique needs of our clients
  • Providing expert advice on investment management, risk management, and estate planning
  • Building and maintaining strong relationships with clients to ensure their ongoing satisfaction and loyalty
  • Staying up-to-date on industry trends and regulatory requirements to ensure compliance and best practices
Requirements:

To be successful in this role, you will need:

  • A university degree in business, commerce, or a related field
  • CIRO (IIROC) licensure as a Registered Representative
  • Completion of the Canadian Securities Course and Conduct & Practices Handbook
  • 2+ years of experience in financial planning or a related field
  • Strong marketing and communication skills, with the ability to build and maintain strong relationships with clients
What We Offer:

As a Financial Advisor at MD Financial Management, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional client service. We offer a competitive compensation package, ongoing training and development opportunities, and a dynamic work environment that supports your growth and success.