With close to 50 years of physician-focused experience, MD has one main goal: to help Canada physicians and their families achieve financial well-being. Our commitment to work/life integration, employee well-being and ongoing learning are key factors that contribute to our overall success.
For the sixth consecutive year, MD Financial Management has been recognized as one of the Achievers 50 Most Engaged Workplaces™ in North America. The annual award, given by Achievers—an industry-leading provider of employee recognition and engagement solutions—commends top employers that display leadership and innovation in engaging their workforces.
If you are a results-driven, enthusiastic and technology-savvy team player, you’ll thrive in our dynamic, flexible and collaborative environment.
We have an immediate opening for a talented, enthusiastic and client-focused Regional Manager to join our regional team in British Columbia.
This position can be located in any of our BC regional offices: Vancouver, New Westminster, North Vancouver, Surrey, Victoria, Abbotsford, Kamloops, Kelowna, Nanaimo, Prince George.
What You Will Do:
Reporting to the Regional Vice-President, the Regional Manager is primarily responsible for the supervision and performance management of advisors to ensure the adoption, sustainment and effective use of contact and sales planning tools.
In this role, you will partner with the Regional Vice-President to create, develop and maintain high-performing sales teams. You will lead regional employees in the implementation and adoption of new products and sales initiatives, ensuring an optimal employee and client experience as well as leading reward and recognition activities within the region.
You will play a key role in identifying appropriate team-based solutions and work in conjunction with the Regional Vice-President and sales teams to identify tactics to address productivity deficiencies.
Ensuring compliance to MD standards, policies and procedures, as well as identifying and implementing applicable action plans to address deficiencies will be a primary focus as will managing escalated client complaints in a timely and customer-focused manner.
What You Need:
The ideal candidate will possess a minimum of 7 years’ experience in the financial services, industry in a leadership capacity, coupled with a university degree.
You hold the Certified Financial Planner (CFP) designation and are IIROC licensed, as a Registered Representative, by having completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook for Securities Industry Professionals (CPH), as well as the completion of the Life License Qualification Program (LLQP) and Branch Manager exam.
You will also be required to complete the “Effective Management Seminar” within 18 months of Supervisor registration.
In addition to having a breadth and depth of financial services product knowledge, you are also experienced with MS Office applications.
What You Bring:
You are an outstanding communicator. You actively listen and tailor your responses accordingly, based on audience needs and expectations.
You are a proven relationship builder. You use your strong networking skills to effectively develop optimal relationships with internal and external business partners.
You have demonstrated consultative selling skills with an innate ability to close the deal.
You have the confidence and capability to work independently but also enjoy the collaborative process, and look forward to partnering with other team members to identify and implement the best solution possible.
You have the demonstrated ability to present in front of large group and facilitate group conversations.
You thrive in an ever-changing environment and are able to effectively multitask to prioritize the complex demands of multiple stakeholders, while being able to address situations through crucial conversations.
You are comfortable in an agile work environment.
What Success Looks Like:
Your employees are engaged, satisfied and on the path to attaining both their professional objectives and developmental goals.
You are constantly learning and honing your skills.
You are technology savvy and endeavour to find new and exciting ways to use technology in the servicing of your client.
You feel rewarded and recognized in a way that inspires you to do your best work.