Enhance your financial expertise at MD Financial Management as an Associate Financial Planner. This role is pivotal in preparing intricate financial plans while ensuring high levels of client satisfaction and operational efficiency.

You'll engage directly with senior financial planners, monitoring demand and assigning cases efficiently. A solid background in financial services is essential, with responsibilities ranging from process improvement to enhancing team knowledge. You’ll also champion a focus on client relationships, leveraging comprehensive insights to support their financial journeys.

Key Responsibilities:
• Oversee and assign financial planning requests to planners
• Improve financial planning documentation and processes




• Collaborate with the reporting team for performance tracking
• Cultivate team knowledge and sharing best practices
• Team with advisors to develop tailored financial plans

Requirements:
• Degree in Financial Planning, Commerce, or Business
• CFP designation or commitment to acquire it
• At least three years' client-facing experience
• Deep understanding of incorporated physicians’ planning needs
• Bilingual proficiency in French and English

Join a purpose-driven team committed to excellence and client success.
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📌 Associate Financial Planner Role at MD Financial (Manitoba)
🏢 Scotiabank
📍 Manitoba