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Financial Planning Specialist

2 months ago

London, Ontario, Canada MD Financial Management Full time
Financial Consultant - Early Career Segment

As a Financial Consultant - Early Career Segment with MD Financial Management, you will play a key role in prospecting, retaining, and growing MD's market share in the medical student, resident, and new in practice physician communities.

Key Responsibilities:
  • Build trusted relationships with MD clients through active listening and by developing an appreciation of their needs and goals.
  • Develop and implement financial plans addressing goal setting, cash flow, debt, education funding, investment management, medical practice incorporation, tax mitigation, risk management, retirement planning, and estate planning.
  • Recommend investment strategies based on MD Management's developed and managed optimal portfolio ranges, ensuring compliance with industry regulations, MD program and process requirements, and Scotiabank's risk appetite and culture.
  • Prepare and execute quarterly business plans to meet individual, regional, and corporate targets.
  • Participate in and/or conduct financial planning seminars and other Early Career hosted events to educate clients on financial literacy and MD Management's offerings.
Requirements:
  • University degree in business, commerce, or equivalent degree related to financial planning.
  • CIRO licensed as a Registered Representative (IIROC-RR) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH), and 90-day training.
  • Life License (LLQP) and a willingness to complete other regulatory requirements.
  • Ability to travel.

At MD Financial Management, we value the unique skills and experiences each individual brings to the organization. We are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.