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 · Halifax
Develop comprehensive financial plans and investment strategies tailored to clients’ goals, and build strong relationships to retain clients and grow the client base. Execute business plans, conduct financial education seminars, maintain regulatory compliance, and support effective risk and operational controls.
On-site · Saskatoon
Provide reception and regional administrative support, including maintaining office systems, coordinating facilities operations, managing appointments and correspondence, and completing reports and data analysis. Coordinate regional events and projects, support branch compliance and business continuity activities, and follow the bank’s operational, regulatory, and conduct controls.
On-site · Sudbury
Provide administrative, operational, and client service support to Financial Consultants and Portfolio Managers, including handling inquiries, preparing documentation, processing transactions, and coordinating client meetings. Maintain compliance records, resolve client concerns, support client relationship and sales activities, and complete general office duties.
Hybrid · St. John's
The Client Service Associate provides administrative and operational support to Financial Consultants and Portfolio Managers to ensure high standards of client service. They are responsible for processing client documentation, managing inquiries, and maintaining compliance with regulatory requirements.
