Regional Accounts Financial Consultant(Remote) - Ottawa, Canada - MD Financial Management

MD Financial Management

Verified Company

Ottawa, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 183685

Join 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.

You will also play a key role in prospecting and growing the client base.

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

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

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

What's in it for you?

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.

Location(s): Canada : Ontario : Ottawa || Canada : Alberta : Calgary || Canada : British Columbia : Vancouver || Canada : British Columbia : Victoria || Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas

Guided by our purpose:
"for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.