New Job Financial Consultant Ecs In Quebec

Financial Consultant ECS
Financial Consultant ECS

Financial Consultant ECS

Company : MD Financial Management
Salary : Details not provided
Location : Quebec

Full Description

Requisition ID: 182700

In an inclusive and high performing culture, join a team that is driven by purpose and committed to results.

For more than 50 years, MD Financial Management has provided Canada's physicians and their families with discerning and timely financial advice. As a non-profit financial institution, our commitment has always been to provide our clients with advice based on their best interests.

A person who appreciates the opportunity to work as part of a team of experts that address every aspect of the physician-lifecycle. An individual who not only thrives on nurturing existing relationships, but is motivated by the promise to build trusting, long-term connections with new clients.

How You Will Contribute:

As a Financial Consultant - Early Career Segment, you will be responsible for prospecting, retaining and growing M&A's market share in the medical student, resident and new physician communities.

  • You will build rapport and trust with your customers through active listening and developing an appreciation of what's important to them, based on their level of understanding and interest, tailored to their specific needs and goals.
  • You will be responsible for completing financial plans addressing the areas of goal setting, cash flow/budgeting, debt and education funding, investment management, medical practice incorporation/planning, tax mitigation, risk management and retirement planning.
  • You recommend investing strategies based on management consulting's developed and managed optimal portfolio ranges, ensuring compliance with all industry regulations, program and process requirements, and the Scotiabank risk appetite and culture.
  • You will prepare and execute quarterly business plans to assist in the meeting of individual, regional, and company goals.
  • You will participate in and/or conduct financial planning seminars and other Early Career Events throughout the region to enlighten clients through financial literacy and management consulting offerings. '
  • You will partner with the marketing and management team concerning new product development and marketing.

What does MD expect from you?

  • Desire to learn - to further your knowledge of not only medical products, but also tax, investment, and other issues that may impact your client base.
  • An appreciation for compliance -- an understanding of the internal workings of the MFMC, including internal trading rules, stock exchange rules, industry regulations and associated requirements, and the recommendations of the Investment Dealers' Association in Canada. An appreciation of Scotiabank's commitment to day-to-day activities and decisions.
  • The ability to work independently and as part of a larger team.
  • A high level of comfort with technology to support CRM and virtual meetings.
  • Confidence - in yourself, in your products, and in the business.
  • Marketing strategy - the ability to identify opportunities for new product and service enhancements, actively seeking business opportunities through the engagement of various channels, such as accountants, lawyers, residents, and clinic owners.
  • Confidence in both presenting recommendations to potential clients and asking for referrals.
  • An commitment to an outstanding client experience - consistently delivering an exemplary experience, ensuring accuracy in the administration of all client transactions, and facilitating the resolution of client concerns.

The Must Haves:

  • A university degree in commerce, business or equivalent, related to the practice of financial planning.
  • IROC is a registered representative (RR) in India?
  • Completing the Canadian Securities Course, the Conduct and Practices Handbook and 90 days of training is preferred, but MFDA-licensed candidates will be considered.
  • Completing a life license and willing to complete other required requirements.
  • Ability to travel
  • In Canada's two official languages, proficiency is an asset.

Why MD?

  • We are big proponents of lifelong learning and provide the flexibility and tools to achieve such goals.
  • An inclusive and diverse work environment makes for happy, productive employees.
  • We recognize the importance of well-being and offer programs, services, or support to support our employees' mental and physical health.
  • We know that financial security is important to you, and we're here to help with competitive salary programs, incentives, and defined contribution plans. And an employee share option purchase program."
  • We realize time away from work is a non-negotiable - we offer an exceptionally generous paid period of time off, in which the benefits increase along with your tenure with MD. Our team environment ensures you're able to take time without worrying about your client."
  • We understand that cost-effective banking solutions mean more money in your pocket, and through our partnership with Scotiabank we offer a variety of preferred banking, credit card, and home/auto insurance options and discounts.
  • We love discounts. Through the Work Perks program, as an employee of Mcdonald's you'll have access to thousands of dollars in discounts with various vendors across Canada.

Canada: Quebec: Sherbrooke; Canada: Montreal; Canada: Quebec.

Scotiabank is a leading bank in the Americas, guided by our purpose: "to help every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private equity investing. "

At Scotiabank, we value the unique skills and experiences each individual brings to the bank. Candidates must submit their application directly online to be considered for this role; however, only those candidates who require accommodation (including, but not limited to, an accessible interview site, alternative format of Byzantine documents, ASL Interpreter or Assistive Technology) during the recruitment process. We thank all applicants, said Weinstein. Please let our Recruitment team know about this issue''