Financial Services Professional
2 weeks ago
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
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
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.
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Financial Services Professional
1 month ago
London, Ontario, Canada MD Financial Management Full timeAbout the RoleThis 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 ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into...
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Financial Services Professional
2 months ago
London, Ontario, Canada MD Financial Management Full timeAbout the RoleThis 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 ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into...
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Financial Services Professional
2 weeks ago
London, Ontario, Canada MD Financial Management Full timeAbout the RoleThis 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 ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into...
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Financial Services Professional
1 month ago
London, Ontario, Canada MD Financial Management Full timeAbout the RoleThis 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 ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into...
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Experienced Financial Services Professional
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Experienced Financial Services Professional
1 month ago
London, Ontario, Canada Desjardins Financial Security Independent Network... Full timeAbout the OpportunityWe are seeking a highly motivated and experienced financial services professional to join our dynamic team at Desjardins Financial Security Independent Network South Western Ontario.As a full-service financial services provider, we empower our advisors to tailor solutions to their clients' unique needs. Our network offers unparalleled...
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Financial Services Professional
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Financial Services Professional
1 month ago
London, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeJob DescriptionJob Title: Associate AdvisorCompany: Desjardins Financial Security Independent Network - Ottawa #118Job Type: Full-timeJob Category: Financial ServicesAbout Us:We are a leading financial services company dedicated to providing tailored solutions to protect the long-term wellbeing of our clients and their families. Our team-based mentality and...
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Financial Services Professional
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Financial Services Professional
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London, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeAssociate Advisor OpportunityDesjardins Financial Security Independent Network - Ottawa #118 is seeking a skilled Associate Advisor to provide exceptional client service and support to our existing clients.Key Responsibilities:Conduct in-depth research and analysis to develop comprehensive financial plans for clientsDeliver outstanding client service and...
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Financial Services Associate
3 weeks ago
London, Ontario, Canada MD Financial Management Full timeJob Title: Financial Services AssociateAre you looking for a challenging and rewarding career in the financial services industry? We are seeking a highly motivated and organized Financial Services Associate to join our team at MD Financial Management.Key Responsibilities:Provide administrative and operational support to Financial Consultants and Portfolio...
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Financial Services Associate
3 weeks ago
London, Ontario, Canada MD Financial Management Full timeJob Title: Financial Services AssociateAre you looking for a challenging and rewarding career in the financial services industry? We are seeking a highly motivated and organized Financial Services Associate to join our team at MD Financial Management.Key Responsibilities:Provide administrative and operational support to Financial Consultants and Portfolio...
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Financial Services Professional
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London, Ontario, Canada the Ladders Full timeExciting Opportunity in Corporate Employed AdvisoryWe are seeking highly motivated and licensed professionals to join our growing team of Corporate Employed Advisors across Canada.Key Responsibilities:Provide exceptional financial services to clientsDevelop and maintain strong relationships with clients and colleaguesStay up-to-date with industry...
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Financial Services Representative
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London, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeAssociate Advisor OpportunityDesjardins Financial Security Independent Network - Ottawa #118 is seeking a highly skilled Associate Advisor to join our team. As an Associate Advisor, you will play a key role in providing exceptional client service and supporting our Principal Advisors in delivering tailored financial solutions.Key Responsibilities:Conduct...
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Financial Services Representative
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London, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeAssociate Advisor OpportunityDesjardins Financial Security Independent Network - Ottawa #118 is seeking a highly skilled Associate Advisor to join our team. As an Associate Advisor, you will play a key role in providing exceptional client service and supporting our Principal Advisors in delivering tailored financial solutions.Key Responsibilities:Conduct...
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Financial Services Representative
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London, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeAssociate Advisor OpportunityDesjardins Financial Security Independent Network - Ottawa #118 is seeking a highly skilled Associate Advisor to join our team. As a key member of our team, you will provide exceptional client service and support our Principal Advisors in delivering tailored financial solutions to our clients.Key Responsibilities:Conduct in-depth...