Financial Consultant - Ottawa, Canada - MD Financial Management
Description
Requisition ID: 187418Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant, Regional Accounts to join our team.
As a Financial Consultant, Regional Accounts you will be responsible for reengaging clients and actively promoting and referring clients to the MD offering best suited to their needs.
Is this role right for you? In this role you will:
- Build rapport and trusted relationships with MD clients through active listening, responding to queries, and by developing an appreciation of what's important to them
The Must Haves:
- University degree in business, commerce or equivalent degree related to the practice of financial planning
- IIROC Licensed as a Registered Representative (RR), will also consider IR licensed
- At minimum, the Canadian Securities Course & Conduct & Practices Handbook is required
- Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License Qualification Program (LLQP) (all other provinces)
- Demonstrated working knowledge of financial planning and financial services
- Bilingual (French/English) preferred
- A commitment to an exceptional client experience by consistently delivering an exemplary level of service
- A desire to learn and further your knowledge
- The ability to work independently and as part of a broader team
- A high level of comfort with technology to support virtual meetings
- Excellent communication skills
- A focus on achieving results in doing what's best for the client
- We are big proponents of lifework integration and provide the flexibility and tools to achieve such.
- We believe an inclusive and diverse work environment makes for happy and productive employees.
- We recognize the importance of wellbeing and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
- We know that financial security is important to you and we're here to help competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
- We realize time away to recharge is a nonnegotiable we offer a generous paid time off program in which the benefits increase along with your tenure with MD. Our team environment ensures you're able to take time off without worrying about your clients.
- We understand that costeffective banking solutions mean more money in your pocket through our partnership with Scotia, we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
- We love discounts. Through the WorkPerks program, as an employee of MD you'll have access to thousands of discounts with various vendors across Canada.
Gestion MD limitée, une division de Gestion de patrimoine Scotia, cherche une personne talentueuse, passionnée et soucieuse de la clientèle pour pourvoir le poste de conseillère financière ou conseiller financier, Comptes régionaux.
Dans le cadre de ce poste, vous serez responsable de reprendre contact avec les clients et de promouvoir et recommander activement les solutions de MD qui répondent à leurs besoins.
Ce poste est-il pour vous? Voici vos principales responsabilités:
- Vous communiquerez avec les clients en ligne, par téléphone et par courriel pour tenir des conversations exploratoires et pour favoriser leur engagement relativement à l'offre de services de Gestion financière MD et de la Banque Scotia, dans le but de repérer de nouvelles occasions et d'assurer l'harmonisation des services.
- Vous établirez une relation de confiance avec les clients de MD en faisant preuve d'écoute active, en répondant à leurs demandes de renseignements et en tenant compte de ce qui est important pour eux.
- Diplôme universitaire en administration des affaires, en commerce ou dans un domaine connexe à la planification financière.
- Permis de représentant inscrit (RI) de l'OCRCVM; le permis de représentant en placement (RP) sera également pris en compte.
- Le Cours sur le commerce des valeurs mobilières au Canada et le cours relatif au Manuel sur les normes de conduite sont des exigences mínimales.
- Permis dans la catégorie des régimes de rentes collectives (PQPAV) (Québec seulement); Programme de qualification en assurance de personnes (PQAP) (toutes les autres provinces).
- Connaissance fonctionnelle démontrée de la planification financière et des services financiers.
- Bilinguisme (anglaisfrançais) de p
More jobs from MD Financial Management
-
Bilingual Client Support Representative, Pension
Ottawa, Canada - 2 weeks ago
-
Physicians Planning/Tax Strategy
Ottawa, Canada - 2 weeks ago
-
Associate Financial Consultant
Ottawa, Canada - 2 weeks ago
-
Securities and Corporate Law Clerk, Legal Department,
Toronto, Canada - 1 week ago
-
Regional Administrative Specialist
Laval, Canada - 5 days ago
-
Regional Coordinator
Laval, Canada - 2 days ago