Job Description
Financial Consultant, Regional Services - MD Financial Management (Montreal, QC)
Requisition ID: 261236
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Financial Consultant, Regional Services contributes to the overall success of the MD Financial Management ensuring specific individual goals, plans, initiatives are delivered in support of the team’s business strategies and objectives. Ensures all activities are conducted in compliance with governing regulations, internal policies and procedures.
Reporting to the Regional Manager as a Financial Consultant, you will assist MD’s physician clients and their families in achieving their personal financial goals. Working as a partner with MD’s Specialist Advisors, you will leverage your experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for clients. You will identify and develop new opport...
Requisition ID: 261236
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Financial Consultant, Regional Services contributes to the overall success of the MD Financial Management ensuring specific individual goals, plans, initiatives are delivered in support of the team’s business strategies and objectives. Ensures all activities are conducted in compliance with governing regulations, internal policies and procedures.
Reporting to the Regional Manager as a Financial Consultant, you will assist MD’s physician clients and their families in achieving their personal financial goals. Working as a partner with MD’s Specialist Advisors, you will leverage your experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for clients. You will identify and develop new opport...