Financial Consultant Early Career

Position: Financial Consultant Early Career Role
Launch your career as a Financial Consultant with MD Financial Consultant in Vancouver or Victoria. This role emphasizes building client relationships and developing investment strategies.

As part of your early career, you will work closely with clients to help them meet their financial goals while supporting MD’s overall business strategies. Partnering with Specialist Advisors, you will create comprehensive financial plans and participate in compliance to industry regulations. The role involves both prospecting and relationship development to enhance client retention.

Key Responsibilities:

• Foster a customer-centric culture that deepens relationships

• Prepare and manage quarterly business and financial plans

• Engage actively in client prospecting activities

• Conduct financial planning for tax and retirement needs

• Host seminars on legislative changes and products

Requirements:

• Relevant post-secondary degree or 4 years experience

• CIRO licensed, completing required examinations

• 2+ years relevant financial planning experience

• Strong knowledge of financial products

• Excellent presentation and marketing skills

Drive client success through strategic financial consulting with MD in Vancouver or Victoria.
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