Junior Financial Consultant

Elevate your financial consulting career with MD Financial Consultant in Vancouver or Victoria. This early career role focuses on client relationships and comprehensive financial planning.

As a Financial Consultant Early Career, you will assist clients in achieving their personal financial goals. This role demands strong client focus and collaboration with MD's Specialist Advisors to develop investment strategies and comprehensive financial plans. You will work under the guidance of the Regional Manager while adapting to regulatory requirements to ensure compliance.

Key Responsibilities:

• Champion customer-focused culture for deep client relationships

• Execute quarterly business plans to meet targets

• Participate actively in client prospecting initiatives

• Complete financial planning in diverse areas such as retirement and tax

• Conduct financial seminars to inform clients of strategies

Requirements:

• Relevant degree or four years of financial experience

• CIRO licensing as Registered Representative

• 2+ years of financial planning experience

• Strong marketing and presentation skills

• Good knowledge of financial products and trends

Utilize your financial acumen to foster relationships and growth with MD in Vancouver or Victoria.
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