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Financial Consultant, Acquisition Specialist

2 months ago


Montreal, Quebec, Canada MD Financial Management Full time
Unlock Your Potential as a Financial Consultant, Acquisition

At MD Financial Management, we're seeking a talented Financial Consultant, Acquisition to join our team. As a key member of our acquisition team, you'll play a critical role in driving business growth and delivering exceptional client experiences.

Key Responsibilities:
  • Develop and execute comprehensive financial plans to drive business growth and client satisfaction.
  • Build and maintain strong relationships with clients, stakeholders, and internal teams to drive business outcomes.
  • Stay up-to-date with industry trends, regulatory requirements, and best practices to ensure compliance and excellence.
  • Collaborate with cross-functional teams to identify opportunities for growth and improvement.
  • Provide exceptional client service, ensuring timely and effective resolution of client inquiries and concerns.
What We Offer:
  • A dynamic and supportive work environment that fosters growth and development.
  • A competitive compensation package, including bonuses and benefits.
  • Opportunities for professional growth and advancement within the company.
  • A comprehensive training program to ensure your success in the role.
  • A collaborative and inclusive team culture that values diversity and inclusion.
Requirements:
  • University degree or college diploma in business, commerce, or financial planning.
  • IIROC licensed as a Registered Representative (IIROC-RR) with completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and 90-day training.
  • Three years of industry experience in financial planning and acquisition.
  • Excellent communication, interpersonal, and problem-solving skills.
Why Join MD Financial Management?

We're a leading financial services company dedicated to helping Canadians achieve their financial goals. Our team is passionate about delivering exceptional client experiences and driving business growth. If you're a motivated and results-driven professional looking for a new challenge, we encourage you to apply for this exciting opportunity.