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 exciting opportunity for a talented, enthusiastic and client-focused Senior Financial Consultant to join our team in Kelowna.
What You Will Do:
As a Senior Financial Consultant, you will provide quality advice and service to assist Canadian physicians, and their families, in achieving their personal financial goals. As a partner with MD’s Specialist Advisors, you will focus on preparing comprehensive financial plans and tailored investment strategies for clients. You will be responsible for driving growth in the business; your authentic and confident approach will lead to consolidation opportunities and new client acquisition. You will proactively identify client needs and actively refer to MD Private Investment Counsel (discretionary management), MD Private Trust (estate and executor services) and MD Insurance, where beneficial to the client.
You will further your knowledge of behavioral finance and advanced financial planning concepts, including income tax, investment trends and products, and any other issues that impact clients. Your thorough understanding of compliance with all industry regulations will ensure accurate administration of all client transactions and compliance requirements, thus minimizing risk and expense to the client and the company.
As a Senior Financial Consultant, you will participate in facilitating seminars and events throughout the region, to deepen relationships with existing and potential clients.
Flexibility to travel, as required, is expected.
What You Need:
The ideal candidate will possess a minimum of 5 years’ experience providing financial advice within the financial services industry, coupled with a University degree and hold the Certified Financial Planner (CFP) designation.
IIROC licensed as a Registered Representative (IIROC-RR) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90 day training; Wealth Management Essentials (post-licensing requirement)
Life License (LLQP)
What You Bring:
Advanced knowledge of practical sales techniques and prospecting
Exceptional interpersonal skills to build rapport and trust with clients
Ability to quickly and clearly understand client needs
Effective communicator and active listener
Readily embrace change and thrive in an ever-changing environment
What Success Looks Like:
You are passionate about the MD value proposition and actively look to acquire new clients.
Your clients are engaged, satisfied and on the path to attaining their financial goals.
You are constantly learning and honing your skills.
You feel rewarded and recognized in a way that inspires you to do your best work.