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Financial Consultant ECS
Location:
Quebec
Description:
Requisition ID: 182700 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. For more than 50 years, MD Financial Management has provided Canada’s physicians and their families with discerning and timely financial guidance. We take pride in knowing physicians best, understanding the challenges and decisions they will face from medical school through to retirement. As a non-commission financial institution, our differentiator has always been our commitment to offering clients advice based on their best interests. We are looking for a new team member who understands the importance of taking care of those who are committed to taking care of us. An individual who not only thrives on nurturing existing relationships, but is motivated by the opportunity to build trusted, long-term connections with new clients. A person who appreciates the opportunity to work as part of a team of experts to provide tailored solutions that address every aspect of the physician lifecycle. How You Will Contribute: Reporting to the Regional Manager, as a Financial Consultant – Early Career Segment, you will be responsible for prospecting, retaining and growing MD’s market share in the medical student, resident and new in practice physician communities. • You will build rapport and trusted relationships with MD clients through active listening and by developing an appreciation of what’s important to them. You’ll recommend an approach based on their level of understanding and interest, tailored to their specific needs and goals. • You will be accountable for the completion of financial plans addressing the areas of goal setting, cashflow/budgeting, debt and education funding, investment management, medical practice incorporation/planning, tax mitigation, risk management, retirement planning and estate planning. • You will recommend investment strategies based on MD Management developed and managed optimal portfolio ranges,. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 23 on ListedBuy
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More About this Listing: Financial Consultant ECS
Financial Consultant ECS is a Consulting Jobs Consultant Job at Scotiabank located in United States. Find other listings like Financial Consultant ECS by searching Oodle for Consulting Jobs Consultant Jobs.
Financial Consultant ECS is a Consulting Jobs Consultant Job at Scotiabank located in United States. Find other listings like Financial Consultant ECS by searching Oodle for Consulting Jobs Consultant Jobs.