Senior Financial Planner, MD Signature

Job description

Requisition ID: 255113 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Financial Planning is a cornerstone of the MD Signature Private Wealth Management (MDS) offer. In MDS we work with some of Canada’s most successful physicians and their families to provide end-to-end financial planning services, tailored to meet our client’s unique needs. The Senior Financial Planner (SFP) provides customized financial planning to our MDS clients with investable household assets of $3,000,000 or more. The SFP is the subject matter expert on financial planning. Is this role right for you? In this role, you will: Expert level client discovery MDS Discovery meetings are a key component of our client value proposition. In this meeting SFPs will go beyond the surface level and help our clients uncover what is most important today and in the future. This often involves the cocreation of goals and objectives with our client. This meeting dives deep into our client’s family dynamics, core values, future vision, goals, and finances. Customized, goals-based financial planning: After MDS Discovery, the SFP will analyze all relevant client data (both qu...