Md Financial Consultant: Client Focused Role Montreal

Md Financial Consultant: Client Focused Role Montreal

30 Jul
|
Scotiabank
|
Montreal

30 Jul

Scotiabank

Montreal

Enhance your career as a Financial Consultant with MD Financial Management in Canada. In this role, you'll leverage client relationships and financial expertise to prepare tailored financial solutions. Your work will directly contribute to MD Financial Management's success by executing strategic financial plans for clients and their families.

Collaborating with Specialist Advisors, you will navigate essential areas of risk management, investment strategies, and estate planning. You'll also engage in proactive prospecting to expand the client base. Key Responsibilities:
Foster a customer-centric culture to deepen client ties
Execute quarterly plans aligned with business growth targets
Offer informative seminars on financial planning
Create comprehensive financial plans tailored to clients' needs
Maintain updated knowledge of financial market conditions Requirements:
University degree in a related field
CIRO Registered Representative certification
Relevant financial planning experience (2+ years)
Excellent public speaking abilities
Solid interpersonal and tech skills Bring your expertise to MD Financial Management and help clients achieve their financial aspirations.

📌 Md Financial Consultant: Client Focused Role Montreal
🏢 Scotiabank
📍 Montreal

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