Senior Financial Consultant Job in North York for MD Financial Management |

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Senior Financial Consultant

March 1 2021
Industries Bank, Insurance, Financial services
Categories Accounting, Finance, Bank, Insurance, Financial Services, Management, Consulting, Trading, Asset management
North York, ON

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 Senior Financial Consultant to join our team in Toronto.

What You Will Do:
As a Senior 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 seek to understand what’s important to the client and focus on preparing comprehensive financial plans and tailored investment strategies to achieve their goals. You will actively refer to MD Private Investment Counsel (discretionary management), MD Private Trust (estate and executor services) and MD Insurance, where beneficial to the client and their plan. You will be responsible for driving growth in the business, by identifying and executing on business development opportunities, through outbound communications and prospecting. Your ability to work independently as a self-motivated entrepreneur will lead to consolidation opportunities, referrals and new client acquisition. Your strong business acumen in advanced financial planning concepts, including income tax, investment trends and products, will allow you to deliver tailored wealth solutions to your clients. Your thorough understanding of compliance and adherence to 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 Senior Financial Consultant, you will participate in facilitating webinars and events to deepen relationships with existing and potential clients.
What You Need:
A minimum of 5 years’ experience providing financial planning advice, within the financial services industry, coupled with a University degree and hold the Certified Financial Planner (CFP) designation
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)
A breadth and depth of knowledge of core financial products, market trends and the regulatory environment
Technical proficiency with virtual meeting tools and CRM applications
What You Bring:
Advanced knowledge of practical sales techniques and prospecting skills
Self-motivated with a proven track record of exceeding business results
Strong facilitation skills in a virtual setting
Effective communicator and active listener
Exceptional interpersonal and networking skills
Strong work ethic and accountability
Confidence in asking for client referrals and closing business
Highly collaborative, with the ability to partner with other team members
Growth, agile and proactive mindset
A genuine interest and passion for the investment industry
An ability to 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.