Found Description
Join MD Financial's Wealth Management Associate Program in Quebec starting January 2027, focusing on the essential skills needed for a rewarding advisory career. This program provides deep insights into wealth management for medical professionals.
As a part of MD Financial Management, you'll gain essential experience supporting physicians through personalized financial plans. The program is geared towards building your advisory capabilities, relationship management skills, and sales acumen, inviting candidates eager to contribute positively to clients’ financial wellness.
Key Responsibilities:
• Conduct client meetings for needs assessment
• Collaborate with teams to develop investment strategies
• Participate in ongoing training sessions and mentorship
• Manage multiple priorities in diverse environments
• Evaluate and prepare client financial data
Requirements:
• Undergraduate or master’s degree completion by January 2027
• Keen interest in helping clien...
As a part of MD Financial Management, you'll gain essential experience supporting physicians through personalized financial plans. The program is geared towards building your advisory capabilities, relationship management skills, and sales acumen, inviting candidates eager to contribute positively to clients’ financial wellness.
Key Responsibilities:
• Conduct client meetings for needs assessment
• Collaborate with teams to develop investment strategies
• Participate in ongoing training sessions and mentorship
• Manage multiple priorities in diverse environments
• Evaluate and prepare client financial data
Requirements:
• Undergraduate or master’s degree completion by January 2027
• Keen interest in helping clien...
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Submit your application for Wealth Advisory Associate Program - Quebec Residents at Scotiabank
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