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

Associate Financial Consultant, Acquisition

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 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 as an Associate Financial Consultant, Acquisition. The Associate Financial Consultant, Acquisition Program is a multi-year salaried program aimed at developing high performing, entrepreneurial-minded individuals into a Senior Financial Consultant role. Successful candidates will complete a comprehensive training program including 5-months in the Scotia Wealth Management Associate Program (WMAP). The program is focused on building a foundation for success centered on developing core financial planning skills and complementary client discovery skills attained through the wealth planning process.

Once the program is completed, you will be able to leverage MD’s wealth management tools and reputation to build a wealth advisory practice. You will focus on utilizing client discovery, financial planning, portfolio management and relationship management skills to identify opportunities, develop and execute a plan to help high net worth clients build and sustain their wealth.

As an Associate Financial Consultant, Acquisition you will

• Generate outbound leads and manage inbound referrals, converting both into sales opportunities.
• Apply a growth mindset to assess and analyze all prospect opportunities and create financial plans, leveraging other areas of the business as needed, to provide the appropriate level of service to clients based on their personal preferences and/or financial/investment circumstances.
• 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 MD products/programs and increase awareness of legislative changes.
• Lead efforts to convert high-potential targets to grow market share.
• Grow and retain market share through active prospecting, purposeful business development and exceptional customer relationship management.
• Track pipeline reporting to ensure effective sales management and prepare and execute quarterly business plans to meet target objectives.
• Complete financial planning in the areas of risk management, estate planning, liability management, cashflow budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting.
• Prepare and review comprehensive financial plans and investment strategies based on MD Management (MDM) developed and managed optimal portfolio ranges.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-today activities and decisions.

What’s In It For You?

• An accelerated career development program that that puts you on the fast track to becoming a Senior Financial Consultant. No wait time for a role to become available or competing for limited roles; graduates of the program move on to become a Senior Financial Consultant.
• Access to training and support to help you attain necessary licensing and certifications on your career path to Senior Financial Consultant (Wealth Management Essentials, Certified Financial Planner Designation, Life License).
• Mentoring and learning opportunities within the MD Wealth Advisory businesses to gain a broad understanding of the MD value proposition and its associated products and services.
• Specialized training in the areas of lead generation, relationship management, comprehensive financial planning and understanding the physician lifecycle and their unique needs/challenges. Rigorous feedback systems and dedicated coaching to ensure your success.
• Access to a community of peers - a cohort program provides you an interactive and dynamic setting to foster creativity, learn new skills and encourage greater progress.

What MD Expects of You:

• The desire to build a career in a Wealth Advisory role – you possess an entrepreneurial spirt, accountability and an openness to constructive feedback.
• You lead by example – you’re a resourceful self-starter with well-honed communication skills and the ability to influence and build consensus.
• A commitment to providing an exceptional client experience – built on a foundation of client first relationships, mutual trust, and high integrity.
• A desire to learn – to further your knowledge of not only MD products, but also advanced financial planning concepts including income tax, investment trends and products, and any other issues that could impact MD clients.
• You embrace change – thriving in a diverse environment of ever-changing priorities where ambiguity, multi-tasking and tight deadlines are the norm.
• The ability to work independently and as part of a broader team, always seeking ways to better serve the client.
• A high level of comfort with technology to support virtual meetings and CRM.
• Flexibility – to relocate across Canada.
• Confidence – in yourself, in MD’s products, in asking for the business.

The Must Haves:

• A proven track record of success and client service in a high-performing environment.
• Masters or undergraduate university degree in business, commerce, or financial planning.
• Completion of the Canadian Securities Course prior to employment start date
• Become IRROC licensed as a Registered Representative having completed the Canadian Securities Course, the Conduct & Practices Handbook and subsequently, the 90-day training.
• By year three of the program, completion of the Life License (LLQP), Group Annuity Sector (PQPAV – Quebec only) and a willingness to complete other regulatory requirements.
• Willingness to complete the Wealth Management Essentials course (WME, post-licensing requirement) within 30 months of hire.

Assets:

• Fluency in a second language (French, Spanish, Mandarin/Cantonese).
• Lending experience.
• Working knowledge of financial planning and financial services.
• Product knowledge.

Why MD?

• We are big proponents of life-work 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 well-being 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 non-negotiable – 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 cost-effective 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.

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.

Is this role right for you? In this role 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. 
• 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.
• Recommend investment strategies based on MD Management developed and managed optimal portfolio ranges, ensuring compliance with all industry regulations, MD program and process requirements and Scotiabank risk appetite and culture.
• Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets.
• Participate and/or conduct financial planning seminars and other Early Career hosted events throughout the region to enlighten clients through financial literacy and MD Management overall offerings. Partner with MD marketing and management concerning potential new products and services.

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 desire to learn – to further your knowledge of not only MD products, but also tax, investment trends, products and other concerns that may impact your client base.  
• An appreciation of compliance – an understanding of MDFM internal trading policies, rules of the stock exchange, industry regulations and associated requirements,     guidelines of the Investment Dealers Association of Canada and, an appreciation for Scotiabank’s commitment to ethical day to day activities and decisions.
• The ability to work independently and as part of a broader team.
• A high level of comfort with technology to support virtual meetings and CRM.
• Confidence – in yourself, in MD’s products, in asking for the business.
• Marketing Savvy – the ability to identify opportunities for new product and service enhancements.  Actively seeking opportunities to build business through engagement of   various centres of influence such as accountants, chief residents, clinic owners.  
• Confidence in presenting recommendations to both existing and potential clients and asking for referrals. 
• A commitment to an exceptional client experience - regularly delivering an exemplary experience, ensuring accuracy of administration of all client transactions, monitoring of issues, and facilitating resolution of client concerns.

The Must Haves:

• University degree in business, commerce or equivalent degree related to the practice of financial planning
• IIROC licensed as a Registered Representative (IIROC-RR) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90-day training or willingness to complete such within a specified timeframe.
• Life License (LLQP) and a willingness to complete other regulatory requirements. Completion of the Group Annuity Sector (PQPAV) (Quebec offices only).
• Ability to travel 

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate
Experience: Candidates should have experience of 1 to less than 7 months

Other Requirements:

• The candidates should demonstrate punctuality and exhibit dependability
• The candidates should show flexibility and demonstrate reliability
• The candidates should be a team player

Candidate Status:

• Canadian citizens and permanent or temporary foreign workers of Canada are eligible for this position
• International Candidates who don’t have a valid Canadian work permit also can apply

Responsibilities:

• The candidates should be able to transport raw materials, finished products, and equipment throughout the plant manually or using powered equipment, check and weigh materials and products, and sort, pack, crate, and package materials and products
• The candidates should be able to assist machine operators, assemblers, and other workers, perform other laboring and elemental activities, and clean machines and immediate work areas

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details

By email
[email protected]

Weekly Hours: 37.33 

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates don’t need standard educational qualification such as degree, certificate or diploma
Experience: Candidates don’t need experience, training will be provided

Physical Requirements:

• The candidates should be capable of working in a fast-paced environment, willing to perform repetitive tasks, and prepared for physically demanding work
• The candidates should demonstrate attention to detail and be comfortable with bending, crouching, and kneeling

Other Requirements:

• The candidates should exhibit flexibility and show initiative
• The candidates should be reliable team players

Candidate Status:

• Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
• Candidate must have legal authorization (Work Permit) to work in Canada
• If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

• The candidates should be able to sweep, mop, wash, and polish floors, dust furniture, and vacuum carpeting, area rugs, draperies, and upholstered furniture
• The candidates should be able to make beds, change sheets, distribute clean towels and toiletries, and stock the linen closet
• The candidates should be able to clean, disinfect, and polish kitchen and bathroom fixtures and appliances, handle and report lost and found items, attend to guests’ requests for extra supplies or other items, provide basic information on facilities, pick up debris, and empty trash containers, as well as wash windows, walls, and ceilings

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details

By email
[email protected]

By mail
#1 Juniper Way, Box 3449
Banff, AB
T1L 1E1

Requirements:

Languages: Candidates must have knowledge of the English Language.
Education: Candidates need standard educational qualification such as secondary (high) school graduation certificate
Experience: Candidates need an experience of 1-2 years
Computer and Technology Knowledge: MS Excel, MS Office

Responsibilities:

• The candidate should be able to record and prepare minutes of meetings, seminars and conferences
• The candidate should be able to determine and establish office procedures and routines
• The candidate should be able to schedule and confirm appointments
• The candidate should be able to answer telephone and relay telephone calls and messages
• The candidate should be able to answer electronic enquiries
• The candidate should be able to compile data, statistics and other information
• The candidate should be able to order office supplies and maintain inventory
• The candidate should be able to greet people and direct them to contacts or service areas
• The candidate should be able to set up and maintain manual and computerized information filing systems
• The candidate should be able to type and proofread correspondence, forms and other document

Benefits:

• The employees get to work in a well-known company
• The employees get a work-life balance
• The employees get health benefits in a form of a health care plan
• The employees get to learn various advanced techniques

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer by sending an email (along with your resume) through below mentioned details.

By email:
[email protected]

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate
Experience: Candidates need experience of 2 years to less than 3 years

Physical Requirements:

• The candidate should be able to walk and also stand for extended periods
• The candidate should be physically strong and also a combination of sitting, standing, walking

Other Requirements:

• The candidate should be able to supervise 3-4 people

Responsibilities:

• The candidate should be able to establish methods to meet work schedules and also establish work schedules
• The candidate should be able to supervise and co-ordinate activities of staff who prepare and portion food
• The candidate should be able to ensure food service and quality control, maintain records of stock, repairs, sales and wastage and also prepare and submit reports
• The candidate should be able to address customers’ complaints or concerns

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply (along with your resume) through below mentioned details.

By Email:
[email protected]

By mail
16818 118 Ave
Edmonton, AB
T5V 1M8

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate
Experience: Candidates need experience of 7 months to less than 1 year

Physical Requirements:

• The candidate should be able to stand for extended periods

Other Requirements:

• The candidate should be able to supervise 3-4 people

Responsibilities:

• The candidate should be able to assign sales workers to duties and also supervise and co-ordinate activities of workers
• The candidate should be able to authorize payments by cheque, organize and maintain inventory and also resolve problems that arise, such as customer complaints and supply shortages
• The candidate should be able to authorize return of merchandise, sell merchandise and also prepare reports on sales volumes, merchandising and personnel matters
• The candidate should be able to establish work schedules

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply (along with your resume) through below mentioned details.

By Email:
[email protected]

In-person:
10540 82nd Street NW
Edmonton, AB
T6A 3M8 Between 01:00 PM and 03:00 PM

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates don’t need standard educational qualification such as degree, certificate or diploma
Experience: Candidates don’t need experience, training will be provided

Physical Requirements:

• The candidates should be able to handle weights up to 23 kg (50 lbs)

Other Requirements:

• The candidates should demonstrate efficient interpersonal skills and be team players

Candidate Status:

• Candidate must be a Canadian Citizen or temporary or permanent resident of Canada

• Candidate must have legal authorization (Work Permit) to work in Canada
• If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

• The candidates should be able to clean crops, clip plants as needed, and deleaf plants as required
• The candidates should be able to grade produce according to quality standards, mix fertilizer for crops, and plant, cultivate, and irrigate crops
• The candidates should be able to pick stones and/or wood from fields, weed fields as necessary, and fertilize and spray crops
• The candidates should be able to harvest crops when ready, operate and maintain farm machinery and equipment, and examine produce for quality and prepare it for market
• The candidates should be able to sort and pack fruits and vegetables, pick row and orchard crops, and load, unload, and transfer crates, supplies, farm produce, livestock, and poultry
• The candidates should be able to clean the work area regularly

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details

By email
[email protected]

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates don’t need standard educational qualification such as degree, certificate or diploma
Experience: Candidates should have experience of 1 to less than 7 months

Candidate Status:

• Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
• Candidate must have legal authorization (Work Permit) to work in Canada
• If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Benefits:

• The candidates will get health care plan, and free parking available

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume, Job reference number, Cover letter, and Highest level of education and name of institution where it was completed) through the below-mentioned details

By email
[email protected]

In person
819 29th St W
Saskatoon, SK
S7L 0N2
Between 11:30 a.m. and 03:00 p.m

Be prepared for the screening questions. Include answering the following questions while applying:

• Are you available for shift or on-call work?
• Are you available for the advertised start date?
• Are you currently a student?
• Are you currently legally able to work in Canada?
• Are you willing to relocate for this position?
• Do you currently reside in proximity to the advertised location?
• Do you have previous experience in this field of employment?
• Do you have the above-indicated required certifications?
• What is the highest level of study you have completed?
• What is your current field of study?