At MD Financial Management (MD), we believe health and wellness are life’s most valuable assets. For more than 50 years, we’ve dedicated our business to Canada’s physicians and their families, because we understand that financial well-being plays a lead role in building healthier lives. Our commitment to work/life integration, employee well-being and ongoing learning are key factors that contribute to our overall success.
During COVID-19, all client meetings are being held virtually but that hasn’t impacted MD’s ability to make our clients happy. An overall client satisfaction score of more than 92% tells us we continue to provide them with the physician-focused advice and services they need now, more than ever.
We have an exciting opportunity for a talented, enthusiastic and client-focused Financial Consultant to join our team in Manitoba. This is a term position.
What You Will Do:
As a Financial Consultant, you will provide quality advice and service to assist Canadian physicians, and their families, in achieving their personal financial goals. As a partner with MD’s Specialist Advisors, you will focus on preparing comprehensive financial plans and tailored investment strategies for clients. You will be responsible for driving growth in the business; your authentic and confident approach will lead to consolidation opportunities and new client acquisition. You will proactively identify client needs and actively refer to MD Private Investment Counsel (discretionary management), MD Private Trust (estate and executor services) and MD Insurance, where beneficial to the client.
You will further your knowledge of behavioral finance and advanced financial planning concepts, including income tax, investment trends and products, and any other issues that impact clients. Your thorough understanding of compliance with all industry regulations will ensure accurate administration of all client transactions and compliance requirements, thus minimizing risk and expense to the client and the company.
As a Financial Consultant, you will participate in facilitating seminars and events throughout the region, to deepen relationships with existing and potential clients.
What You Need:
The ideal candidate will possess a minimum of 3-5 years’ experience providing financial advice within the financial services industry, coupled with a University degree. The Certified Financial Planner (CFP) designation is considered an asset.
IIROC 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; Wealth Management Essentials (post-licensing requirement)
Life License (LLQP)
What You Bring:
Advanced knowledge of practical sales techniques and prospecting
Exceptional interpersonal skills to build rapport and trust with clients
Ability to quickly and clearly understand client needs
Effective communicator and active listener
Readily embrace change and thrive in an ever-changing environment
What Success Looks Like:
You are passionate about the MD value proposition and actively look to acquire new clients.
Your clients are engaged, satisfied and on the path to attaining their financial goals.
You are constantly learning and honing your skills.
You feel rewarded and recognized in a way that inspires you to do your best work.