National Accounts Financial Consultant - Virtual Channels

Job description

Requisition ID: 256610 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The National Accounts Financial Consultant contributes to the overall success of MD Wealth in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. Is this role right for you? In this role, you will: Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Participate in client meeting preparation, drafting post meeting notes and identifying next opportunities, gathering, and inputting financial data resulting from discovery conversations. Understand and comply with all industry regulations and MD's program and process requirements. In an effort to identify new opportunities and ensure service alignment, you will connect with clients by phone and in writing, communicating marketing initiatives, conducting meaningful discovery conversations and fostering engagement relative to the MD...