Bilingual Early Career Associate (Licensed)

<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>

Ottawa, ON

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: culture,provide,coordinate,management,marketing,database,transfer,compliance,quality assurance,organization,analysis,reporting,knowledge,what success looks like,education,investment,experience,what you bring,teamwork,management


Overview: <p>At MD, we offer a unique culture and, because of that, we have been recognized in several ways:&nbsp; 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.</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>
Responsibilities: What You Will Do:<br /><br />Reporting to the Manager, Regional Administration, the Early Career Associate is responsible for providing administrative and operational support to assist Advisors in maintaining high standards for all clients.&nbsp;<br /><br />Specifically, you will:<br /><br />&bull; Provide administrative support to MD Early Career Advisors and Early Career Specialists<br />&bull; Respond effectively to all inquiries from current and prospective clients concerning MD products and services&nbsp;<br />&bull; Maintain a follow-up system for inquiries, complaints and problem resolution, ensuring that established MD Financial Management service standards are being met in a timely manner<br />&bull; Coordinate activities and road trips between Early Career Advisors: who should be at the meetings and when, according to the client&rsquo;s annual plan; bringing together those involved to study the files; performing post-meeting follow-ups&nbsp;<br />&bull; Provide support and participate in the research of complex client issues<br />&bull; Update database for all client contact, ensuring that all client information and notes are recorded correctly<br />&bull; Maintain monthly compliance related tasks as required<br />&bull; Manage Early Career Advisors&rsquo; prospects and book client appointments<br />&bull; Coordinate the organization of seminars and other presentations for the advisor and the specialists as well as contributing to them when required<br />&bull; Make Annual Review client calls and/or send reminder emails<br />&bull; Utilize data to get a better understanding of the client&rsquo;s engagement level with MD and seeking opportunities that would align with their Financial Plan<br />&bull; Help promote/advocate MD products and services with clients and prospects<br />&bull; Coordinate the transfer of clients from one region to another to facilitate the transition (client experience)<br />&bull; Keep abreast of the available marketing resources (with the other coordinators) and promote them to all advisors<br />&bull; Ensure the team members properly use MX360 procedures and practice standards<br />&bull; Provide cross functional support to all team members and coverage for all Associates.
Requirements: <p>What You Need:<br /><br />Completion of the CSC and CPH</p> <p>Community college diploma in Business Administration or equivalent<br /><br />Three plus years&rsquo; experience in an administrative or clerical position, preferably with a financial services company<br /><br />Proficiency with Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook<br /><br />Working knowledge of RRSPs, RRIFs, RESPs, mutual funds and other investment products<br /><br />Working knowledge of CRM2&nbsp;<br /><br />**IIROC licensed as an Investment Representative is considered an asset**<br /><br />What You Bring:<br /><br />Client-centric mindset<br /><br />Results-oriented, flexible and adaptable<br /><br />Strong attention to detail and follow-through skills<br /><br />Excellent verbal and written communication skills, bilingual English/French is mandatory<br /><br />Action-oriented and proven initiative<br /><br />Ability to work independently<br /><br />Strong team player<br /><br />Ability to manage multiple priorities in a fast-paced environment; manage change effectively<br /><br />What Success Looks Like:<br /><br />You are passionate about the MD value proposition.<br /><br />You are constantly learning and honing your skills.<br /><br />You feel rewarded and recognized in a way that inspires you to do your best work.<br /><br />You are engaged, enthusiastic and clearly understand how what you do contributes&nbsp;<br />to MD&rsquo;s overall success.<br /><br />Qualifications<br /><br />Licenses &amp; Certifications<br /><br />Required<br />Can. Securities Course</p>