Financial Consultant, Regional Services - Kamloops, British Columbia
6 days ago
Job summary
The Financial Consultant will contribute to the overall success of MD Financial Management by delivering specific individual goals and plans in support of the team's business strategies and objectives. The role involves assisting MD's physician clients and their families in achieving their personal financial goals through comprehensive financial planning and investment strategies.Responsibilities
- Prepare comprehensive financial plans for clients.
- Leverage experience to develop new opportunities for client growth.
Job description
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