Financial Consultant- Vancouver or Victoria
About this role
About the Role The Financial Consultant Early Career role supports MD Financial Consultant in Canada by helping clients and their families achieve their personal financial goals. Reporting to the Regional Manager, the Financial Consultant partners with MD’s Specialist Advisors to prepare comprehensive financial plans and specific investment strategies, ensuring compliance with regulations and internal policies. What You'll Do
- Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Prepare and execute quarterly business plans to aid in meeting individual, regional and corporate targets.
- Actively participate in prospecting.
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