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Financial Consultant Acquisition
Location:
Saint John
Description:
Requisition ID: 182991 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant – Acquisition to join our team. Is this role right for you? There has never been a better time to join MD Management Ltd as a Financial Consultant, Acquisition. We are seeking a team member who understands the criticality of carefully nurturing long-standing client relationships as well as the importance of cultivating new ones. If you are client-centric and realize that removing the financial concerns from the day to day lives of our physicians allows physicians to do what they do best – take care of us, then this position is for you! In this role you will: • Apply a growth mindset to backss and analyse all prospect opportunities and create comprehensive financial plans covering areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting. • Generate outbound leads and manage inbound referrals, converting both into relationship opportunities. • Develop and lead marketing initiatives and deliver a high touch, top-quality client experience consistent with MD values and brand. • Participate in/lead client seminars, partner events, conferences, information sessions and other activities relative to the medical community to promote the MD difference. • Lead efforts to convert high-potential targets to grow market share. • Grow and retain market share through active prospecting, purposeful business development and exceptional client relationship management. • Track pipeline reporting to ensure effective sales management. Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets... Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 23 on ListedBuy
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More About this Listing: Financial Consultant Acquisition
Financial Consultant Acquisition is a Consulting Jobs Consultant Job at Scotiabank located in United States. Find other listings like Financial Consultant Acquisition by searching Oodle for Consulting Jobs Consultant Jobs.
Financial Consultant Acquisition is a Consulting Jobs Consultant Job at Scotiabank located in United States. Find other listings like Financial Consultant Acquisition by searching Oodle for Consulting Jobs Consultant Jobs.