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.

📌 National Accounts Financial Consultant (Montreal)
🏢 Scotiabank
📍 Montreal