Requisition ID: 264926

Overview
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Financial Consultant Early Career contributes to the overall success of MD Financial Consultant in Canada, ensuring specific individual goals, plans, and initiatives are executed and delivered in support of the team’s business strategies and objectives. Reporting to the Regional Manager, you will assist MD clients and their families in achieving their personal financial goals, working as a partner with MD’s Specialist Advisors to prepare comprehensive financial plans and specific investment strategies. You will identify and develop new opportunities to prospect and grow the client base while ensuring retention through strong relationship building.

Responsibilities

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 meeting individual, regional and corporate targets.

Actively participate in prospecting.

Complete financial planning in the areas of risk management, estate planning, liability management, cash‑flow/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’s 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 general knowledge of income tax and investment trends and products.

Provide input to marketing and management concerning potential new products and services.

Travel within the established travel circuit.

Qualifications

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) and Retail Securities Exam (RSE).

Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License (LLQP) (all other provinces), and willingness to complete other regulatory requirements including RR Dealer Member Training and Conduct Training Course.

Previous lending experience considered an asset.

Strong working knowledge of Financial Planning.

Good product knowledge.

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.

Solid communication and interpersonal skills.

Location(s): Canada – British Columbia: Vancouver | Canada – British Columbia: Victoria

We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.

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