Financial Consultant specializing in physician wealth planning, investment strategies, and client relationships supports MD Financial Management through regional services. This role operates in a standard office-based workplace with non-standard hours common.

Reporting to the Regional Manager, you assist MD’s physician clients and families with personal financial goals. You prepare comprehensive plans, develop investment strategies, and identify opportunities to grow and retain the client base. Strong client focus, financial planning knowledge, and regulatory compliance support success.

Key Responsibilities:

- Build monthly contact plans for financial planning and advice
- Complete risk, estate, tax, retirement, and investment planning
- Prepare comprehensive financial plans and investment strategies
- Prepare client meetings,



notes, data, and next opportunities
- Travel within the established regional travel circuit

Requirements:

- Relevant degree, diploma, or four years’ relevant experience
- CIRO Registered Representative licensing and required regulatory examinations
- Strong financial planning, product, presentation, and communication skills
- Above-average sales track record in financial services
- English and French proficiency is an asset

Apply financial planning, investment strategy, and relationship-building expertise to support physicians and families through MD Financial Management.

📌 Financial Consultant Physician Wealth Planning (Canada)
🏢 Scotiabank
📍 Canada