Support national client relationships as a Financial Consultant with MD Wealth from any MD office in Canada. Apply financial planning knowledge and client advisory skills.
The National Accounts Financial Consultant supports MD Wealth’s Canadian business strategies and individual goals. You will prepare client meetings, gather financial data, communicate offerings, and identify opportunities. The work requires regulatory compliance, product knowledge, and awareness of client financial affairs.
Key Responsibilities: Prepare client meetings and draft post-meeting notes
Gather and input financial data from discovery conversations
Connect with clients by phone and in writing
Promote MD products and Scotiabank offerings




Maintain effective operational and compliance controls
Requirements: University degree in business, commerce, or financial planning
CIRO Registered Representative licensing and required examinations
Working knowledge of financial planning and banking products
One to two years’ advisory experience supporting clients
Ability to travel approximately twice yearly
Bring advisory experience, financial planning knowledge, and regulatory awareness to MD Wealth’s national accounts client service.

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📌 National Accounts Financial Consultant (British Columbia)
🏢 Scotiabank
📍 British Columbia