Spécialiste administratif(ve) régional(e)
Sur place · Montréal
Provide regional administrative support to help clients improve their financial situation. Support the bank's operations within the Montreal region.
Ottawa, ON
MD has one main goal: to help Canadian physicians and their families achieve financial well-being. With over 50 years of physician-focused experience, MD’s Advisors and teams of experts provide a comprehensive financial plan, advice and solutions specific to physicians’ needs at every stage of their career, from medical school to practice and through retirement. MD n’a qu’un seul but : aider les médecins du Canada médecins canadiens et les membres de leur famille à accéder au bien-être financier. Forte de plus de 50 ans d’expérience au service des médecins, les conseillers et spécialistes de MD offrent un plan financier complet ainsi que des conseils et des solutions qui répondent aux besoins des médecins à toutes les étapes de leur carrière (études, exercice de la profession, retraite).
Sur place · Montréal
Provide regional administrative support to help clients improve their financial situation. Support the bank's operations within the Montreal region.
Sur place · Québec
Provide centralized financial planning support to the MD Financial Management teams by developing complex financial plans. Manage the intake of new plan requests and collaborate with regional advisors to ensure accurate financial reporting and client service.
Sur place · Québec
The role involves developing comprehensive financial plans and targeted investment strategies for clients and their families. It also requires active prospecting and the maintenance of strong client relationships to ensure long-term retention.