Financial Consultant

<STRONG>With more than 51 years of exclusive service to Canada’s physicians and their families, MD’s mission is to provide them with financial peace of mind, so they can enjoy what matters most to them while achieving their career and life goals. Our commitment to work/life integration, employee well-being and ongoing learning are key factors that contribute to our overall success.</STRONG>

Victoria, BC

MD Financial Management

<strong>MD Financial Management Inc. supports physicians by helping them achieve financial well-being from medical school through retirement. MD Financial Management is the manager and trustee of the MD family of funds, a group of 35 proprietary mutual funds. The company retains and supervises world-class investment managers, who manage the portfolio assets of one or more of the funds or parts of the funds.<br /><br />Pour nos positions en fran&ccedil;ais, s&rsquo;il vous plait <a href="" target="_blank" rel="noopener noreferrer">appuyez ici</a>. For our French positions, <a href="" target="_blank" rel="noopener noreferrer"><u>please click her</u>e</a>.<br /></strong>

keywords: an exciting opportunity,consulting,grow,compliance,analysis,travel,finance,skills,license,what success looks like,training,what you need,what you bring,certification,knowledge


Overview: <p>At MD, we offer a unique&nbsp;culture&nbsp;and because of that, we have been recognized in several ways:  Best Workplace Culture, Achievers 50 Most Engaged Workplaces in North America, the National Capital Region&rsquo;s Top Employer, and Talent Board&rsquo;s North American Candidate Experience Award.&nbsp;</p> <p>We are always looking for individuals with bright minds and a deep-seated desire to make a difference in the lives of some of the most hard-working, industrious and essential individuals in our community: Canada&rsquo;s physicians. &nbsp;</p> <p>We have an exciting opportunity&nbsp;for a talented, enthusiastic and client-focused&nbsp;<strong>Financial Consultant</strong>&nbsp;to join our team in&nbsp;<strong>Victoria</strong>.&nbsp;&nbsp;&nbsp;&nbsp;</p>
Responsibilities: <p><strong><span data-darkreader-inline-color="">What You Will Do:</span></strong><span data-darkreader-inline-color=""><br /><br />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&rsquo;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. &nbsp;&nbsp;<br /><br />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.</span></p> <p><span data-darkreader-inline-color="">As a Financial Consultant, you will participate in facilitating seminars and events throughout the region, to deepen relationships with existing and potential clients. &nbsp;<br /><br />Flexibility to travel, as required, is expected.</span></p>
Requirements: <p><span data-darkreader-inline-color=""><strong>What You Need:</strong><br /><br />The ideal candidate will possess a minimum of 3-5 years&rsquo; experience providing financial advice within the financial services industry, coupled with a University degree. The Certified Financial Planner (CFP) designation is considered an asset.<br /><br />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)<br /><br />Life License (LLQP)</span></p> <p><span data-darkreader-inline-color=""><strong>What You Bring:</strong></span><span data-darkreader-inline-color="">&nbsp;</span></p> <p><span data-darkreader-inline-color="">Advanced knowledge of practical sales techniques and prospecting<br />Exceptional&nbsp;interpersonal skills to build rapport and trust with clients</span><span data-darkreader-inline-color=""><br />Ability to quickly and clearly understand client needs<br />Effective communicator and active listener<br />Readily embrace change and thrive in an ever-changing environment&nbsp;<br /></span></p> <p><strong><span data-darkreader-inline-color="">What Success Looks Like:</span></strong><span data-darkreader-inline-color=""><br /></span></p> <p><span data-darkreader-inline-color="">You are passionate about the MD value proposition and actively look to acquire new clients.<br />Your clients are engaged, satisfied and on the path to attaining their financial goals.<br />You are constantly learning and honing your skills.<br />You feel rewarded and recognized in a way that inspires you to do your best work.</span></p> <p><span data-darkreader-inline-color="">&nbsp;</span></p>