Financial consultant Jobs in Boucherville, QC

Requisition ID : 204689

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Imagine an environment that encourages you to bring your best self to work every day. A company committed to your personal development and career aspirations. An employer who not only respects your requirement for life / work flexibility, but also endorses it. A place where diversity and inclusion and a commitment to employee health and wellbeing are part of the corporate DNA. A job that is more than a job – allowing you to make a meaningful contribution to the welfare of some of the hardest working Canadians we know – physicians. If not only what you do but who you do it for matters, consider this opportunity to join our exceptional team of professionals committed to making a difference to those on the front lines of Canadian healthcare.

There has never been a better time to join MD Management Ltd as a Financial Consultant, Acquisition. We are seeking a team member who understands the criticality of carefully nurturing long-standing client relationships as well as the importance of cultivating new ones.

If you are client-centric and realize that removing the financial concerns from the day to day lives of our physicians allows physicians to do what they do best – take care of us, then this position is for you!

How You Will Contribute :

Reporting to the Regional Manager, as a Financial Consultant - Acquisition,

• You will apply a growth mindset to assess and analyse all prospect opportunities and create comprehensive financial plans covering areas of risk management, estate planning, liability management, cashflow / budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting.
• You will generate outbound leads and manage inbound referrals, converting both into relationship opportunities.
• Develop and lead marketing initiatives and deliver a high touch, top-quality client experience consistent with MD values and brand.
• Participate in / lead client seminars, partner events, conferences, information sessions and other activities relative to the medical community to promote the MD difference.
• Lead efforts to convert high-potential targets to grow market share.
• Grow and retain market share through active prospecting, purposeful business development and exceptional client relationship management.
• Track pipeline reporting to ensure effective sales management. Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets.
• You will ensure adherence to professional standards, including policies, procedures and best practices, and professional codes of conduct related to client engagement, taking Scotiabank’s risk appetite and culture into consideration relative to day to day activities and decisions.

What MD Expects of You :

The Must Haves :

Why MD?

In accordance with the language needs assessment conducted by Scotiabank, the selected individual must be able to communicate in English, in addition to French, as they will closely collaborate with other corporate groups primarily working in English"