Is this role right for you? In this role, you will: Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets Actively participate in prospecting Complete financial planning in the areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting Prepare comprehensive financial plans and specific investment strategies based on MD Management developed and managed optimal portfolio ranges Understand and comply with all industry regulations and MD''s program and process requirements Conduct financial planning seminars and information meetings throughout the region to inform clients about new strategies, legislative changes and MD Management''s programs Increase visibility of products and services through contact with centers of influence Keep current on issues affecting the financial affairs of clients, including a general knowledge of income tax, investment trends and products,



as well as any other issues impacting clients Provide input to marketing and management concerning potential new products and services Travel within established travel circuit Do you have the skills that will enable you to succeed in this role? - We''d love to work with you if you have: Relevant degree or diploma from an accredited post-secondary institution or four years of relevant experience. CIRO licensed as a Registered Representative (CIRO-RR) including completion of the Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam (RSE) Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License (LLQP) (all other provinces), and the willingness to complete other regulatory requirements including RR Dealer Member Training and Conduct Training Course Previous lending experience will be considered an asset Solid working knowledge of Financial Planning Good product knowledge A demonstrated track record of above average sales in a financial services or related environment 2+ years financial planning experience within the financial services industry Strong marketing skills Excellent presentation skills Strong communication and interpersonal skills #SWM #LI-CB1

📌 Financial Advisor (Vancouver)
🏢 MD Financial Management
📍 Vancouver