MD Financial Management | Gestion financière MD

Compensation

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Company Description MD Financial Management is dedicated to helping Canadian physicians and their families achieve financial well-being. With over 50 years of experience, MD provides personalized financial planning, advice, and solutions tailored to meet the unique financial needs of physicians at every stage of their careers. From medical school to retirement, MD’s team of advisors and specialists is committed to delivering comprehensive financial strategies. The organization is dedicated to supporting the success and financial security of Canada’s medical community. Role Description This is a full-time, on-site role located in Montreal, QC, for a Senior Financial Planner. In this role, you will collaborate with physicians and their families to build and implement holistic financial plans tailored to their specific goals and needs. Key responsibilities include offering expert advice on financial planning, guiding retirement planning decisions, and facilitating investment strategies. You will work closely with a dedicated team to deliver exceptional client service and provide tailored financial solutions. Qualifications • Strong expertise in Financial Planning and Personal Financial Planning. • Certified Financial Planner (CFP) designation or comparable credentials. • Experience in Finance and Retirement Planning to support diverse client needs. • Excellent interpersonal, communication, and client relationship management skills. • Proven ability to identify client goals and develop customized financial strategies. • Knowledge of financial tools and solutions tailored to high-net-worth clients is an asset. • Bachelor's degree in Finance, Business, or a related field. • Proficiency in both English and French is an advantage.