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    Associate Financial Consultant - Montreal, Canada - MD Financial Management

    MD Financial Management
    MD Financial Management Montreal, Canada

    1 month ago

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    Description

    Join Our Team as an Associate Financial Consultant – Digital Channels

    MD Financial Management, a division of Scotia Wealth Management, is looking for a talented, enthusiastic, and client-focused Associate Financial Consultant – Digital Channels to join our team.

    Role Highlights

    • Build strong relationships with clients through active listening and tailored recommendations.
    • Prepare client communications and identify new business opportunities.
    • Collect necessary client information and ensure compliance.
    • Develop new business and focus on client retention.
    • Explore new opportunities within your client base.

    Requirements

    • University degree in business, commerce, or equivalent.
    • IIROC licensed and completed relevant training courses.
    • Knowledge of investment products and regulatory requirements.
    • Proficiency in both official languages of Canada.

    Skills for Success:

    • Desire to continuously learn and stay updated on industry trends.
    • Strong understanding of compliance and ethical standards.
    • Ability to work independently and within a team.
    • Comfortable with technology for virtual meetings and client management.
    • Confidence in promoting products and services.
    • Marketing acumen for identifying new opportunities.
    • Commitment to exceptional client service.

    Location: Canada - Quebec - Montreal

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