MD Financial Wealth Advisory Associate Role

Embark on a career in wealth advisory with MD Financial's Wealth Management Associate Program in Edmonton, starting January 2027. This program focuses on developing skills in financial planning and client relationship building.
Join a program dedicated to nurturing sales and entrepreneurial-minded individuals into skilled Wealth Advisors. You will prepare for client meetings, gather essential financial data, and assist in creating tailored financial plans. The experience gained from collaborating with wealth teams is invaluable in supporting your future in the advisory field.
Key Responsibilities:
• Engage proactively to build client relationships
• Prepare client meeting documents and follow-ups
• Collect financial data from client interactions
• Help formulate investment strategies and financial plans
• Collaborate across wealth advisory teams for growth
Requirements:
• Must complete degree by January 2027 or be a recent graduate
• Passion for solving fi...