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| Financial Consultant (Advisory Service Team) (Expired) |
| MD Physician Services |
| OTTAWA |
| Financial Consultant (Advisory Service Team) Department: Member Experience Date Posted: 1/13/2012 Position Type: FT Reference No.: 2012-1670 Reports to: Manager of the Advisory Service Centre Career Level: B3 TheT The Financial Consultant assists CMA members and their families in achieving their personal financial goals. He/She is held accountable to retain and grow market share. Through our virtual Voice Channel, they will develop new opportunities to prospect and grow the client base, while ensuring retention of clients through relationship building and developing comprehensive financial plans. Core Individual Responsibilities Actively participate in prospecting; offering every CMA member the opportunity to invest with MD Management (MD) to help them meet their financial goals. Using MD’s internal software, Connections, complete financial planning in the areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting. Prepare comprehensive financial plans and specific investment strategies based on MD Management developed and managed optimal portfoli.... |
| Found at MD Physician Services on 2012-01-14 01:45:46 |
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