Financial Consultant, MD Financial Management - Chicoutimi, Quebec

Only for registered members Chicoutimi, Quebec, Canada

1 month ago

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Job Summary:

The Financial Consultant, Regional Services contributes to the overall success of MD Financial Management ensuring specific individual goals, plans, initiatives are delivered in support of the team's business strategies and objectives.

Responsibilities:

  • Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Build and execute on a monthly contact plan focused on engaging clients in financial planning and advice

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