Senior 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 V8Z 3E9, CAN

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,partner,grow,compliance,leadership,investment,business acumen,skills,what success looks like,technical,customer care,what you bring,license,environment,what you need,passion


Overview: <p>During COVID-19,&nbsp;<strong>all client meetings are being held virtually</strong>&nbsp;but that hasn&rsquo;t impacted MD&rsquo;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.</p> <p>We have an exciting opportunity&nbsp;for a talented, enthusiastic and client-focused&nbsp;<strong>Senior Financial Consultant</strong>&nbsp;to join our team in&nbsp;<strong>Victoria.</strong></p>
Responsibilities: <div><strong>What You Will Do:</strong>&nbsp;</div> <div>&nbsp;</div> <div>As a&nbsp;<strong>Senior Financial Consultant</strong>, 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 seek to understand what&rsquo;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.</div>
Requirements: <div><strong>What You Need:</strong></div> <div>A&nbsp;minimum of 5 years&rsquo; experience providing financial planning advice, within the financial services industry, coupled with a University degree and hold the Certified Financial Planner (CFP) designation</div> <div>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)</div> <div>Life License (LLQP) &nbsp;</div> <div>A breadth and depth of knowledge of core financial products, market trends and the regulatory environment</div> <div>Technical proficiency&nbsp;with virtual meeting tools and CRM&nbsp;applications</div> <div>&nbsp;</div> <div><strong>What You Bring:</strong></div> <div>Advanced knowledge of practical sales techniques and prospecting skills&nbsp;</div> <div>Self-motivated with a proven track record of&nbsp;exceeding business results</div> <div>Strong facilitation skills in a virtual setting</div> <div>Effective communicator and active listener</div> <div>Exceptional interpersonal and networking skills</div> <div>Strong work ethic and accountability</div> <div>Confidence in asking for client referrals and closing business</div> <div>Highly collaborative, with the ability to partner with other team members</div> <div>Growth, agile and proactive mindset</div> <div>A genuine interest and passion for the investment industry</div> <div>An ability to embrace change and thrive in an ever-changing environment</div> <div>&nbsp;</div> <div><strong>What Success Looks Like:</strong></div> <div>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.</div>