MD has one main goal: to help Canadian physicians and their families achieve financial well-being. With over 50 years of physician-focused experience, MD’s Advisors and teams of experts provide a comprehensive financial plan, advice and solutions specific to physicians’ needs at every stage of their career, from medical school to practice and through retirement. MD n’a qu’un seul but : aider les médecins du Canada médecins canadiens et les membres de leur famille à accéder au bien-être financier. Forte de plus de 50 ans d’expérience au service des médecins, les conseillers et spécialistes de MD offrent un plan financier complet ainsi que des conseils et des solutions qui répondent aux besoins des médecins à toutes les étapes de leur carrière (études, exercice de la profession, retraite).
On-site · Montréal
Provide administrative and operational support to Financial Advisors and Portfolio Managers to maintain high service standards for clients. Responsibilities include processing client documentation, managing databases, and coordinating client meetings and compliance tasks.
