Job Description
MD Financial is seeking motivated candidates for their Wealth Management Associate Program in Quebec. This role focuses on supporting physicians with tailored financial strategies and planning.
This entry-level position, starting in January 2027, is ideal for recent graduates or those passionate about finance who aim to build lasting careers in wealth advisory. You'll learn about vital financial products and investment trends while collaborating with seasoned professionals. Embrace a proactive approach to influence clients’ financial outcomes.
Key Responsibilities:
• Support client meeting preparation and detailed follow-ups
• Collaborate on crafting financial plans tailored to client needs
• Manage multiple client priorities and maintain organized records
• Engage in ongoing educational and mentorship opportunities
• Influence and build consensus among client partners
Requirements:
• Bachelor's or master's degree completion by January 2027
• Less than 5 y...
This entry-level position, starting in January 2027, is ideal for recent graduates or those passionate about finance who aim to build lasting careers in wealth advisory. You'll learn about vital financial products and investment trends while collaborating with seasoned professionals. Embrace a proactive approach to influence clients’ financial outcomes.
Key Responsibilities:
• Support client meeting preparation and detailed follow-ups
• Collaborate on crafting financial plans tailored to client needs
• Manage multiple client priorities and maintain organized records
• Engage in ongoing educational and mentorship opportunities
• Influence and build consensus among client partners
Requirements:
• Bachelor's or master's degree completion by January 2027
• Less than 5 y...