Bilingual Regional Accounts Financial Consultant

Requisition ID: 161619

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Reporting to the Regional Accounts Manager, as a Regional Accounts Financial Consultant, you will be responsible for reengaging clients through the offering of sound financial planning and advice. Your in-depth knowledge of MD’s products and services will enable you to actively promote and refer clients at various stages in the physician life-cycle to the MD financial suite offering best suited to their needs, allowing the client to achieve their financial goals while also contributing to overall MD business objectives. You will also play a key role in prospecting and growing the client base.
- In an effort to identify new opportunities and ensure service alignment, you will connect with clients by phone and in writing, communicating marketing initiatives, conducting meaningful discovery conversations and fostering engagement relative to the MD financial suite and Scotiabank offerings.
- You will build rapport and trusted relationships with MD clients through active listening, responding to queries, and by developing an appreciation of what’s important to them. You’ll recommend an approach based on their level of understanding and interest, tailored to their specific needs, based on your knowledge of financial planning concepts and in areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and financial goal setting.

What MD Expects of You:

- A desire to learn - to further your knowledge of not only MD products, but also tax, investment trends, products and other concerns that may impact your client base.
- An appreciation of compliance - an understanding of MDFM internal trading policies, rules of the stock exchange, industry regulations and associated requirements, guidelines of the Investment Dealers Association of Canada and, an appreciation for Scotiabank’s commitment to ethical day to day activities and decisions.
- The ability to work independently and as part of a broader team.
- A high level of comfort with technology to support virtual meetings and CRM.
- Confidence - in yourself, in MD’s products, in asking for the business
- A commitment to an exceptional client experience - the ability to quickly build trusted and authentic relationships, ensuring responsiveness, accuracy of administration of client transactions, monitoring of issues, and timely resolution of client concerns.

The Must Haves:

- University degree in business, commerce or equivalent degree related to the practice of financial planning
- IIROC as a Registered Representative (RR)
- Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License (LLQP) (all other provinces), and the willingness to complete other regulatory requirements
- Wealth Management Essentials (WME -post-licensing requirement required in order to maintain licensing)
- Demonstrated working knowledge of financial planning and financial services, including banking and lending products
- Ability to travel to meetings and events, approximately 2 to 4 times per year
- Proficiency in Canada’s two official languages is mandatory for Quebec and an asset for all other provinces

Why MD?
- We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
- We believe an inclusive and diverse work environment makes for happy and productive employees.
- We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
- We know that financial security is important to you and we’re here to help - competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
- We realize time away to recharge is a non-negotiable - we offer a generous paid time off program in which the benefits increase along with your tenure with MD. Our team environment ensures you’re able to take time off without worrying about your clients.
- We understand that cost-effective banking solutions mean more money in your pocket - through our partnership with Scotia, we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
- We love discounts. Through the WorkPerks program, as an employee of MD you’ll have access to thousands of discounts with various vendors across Canada.

Relevant du directeur des comptes régionaux, vous serez responsable de reprendre contact avec les clients en leur offrant une planification financière et des conseils judicieux. Votre connaissance approfondie des produits et services de MD vous permettra d’en faire la promotion et de recommander les solutions de la Sélection financière MD qui conviennent parfaitement à vos clients, à différentes étape