Early Career Education Specialist - MD Wealth Management

MD Financial Management | Gestion financière MD; Ottawa; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial management company seeks an Early Career Education Specialist to enhance client relationships and promote financial literacy. The role involves engaging with medical professionals, fostering partnerships, and delivering educational sessions across Canada. Ideal candidates will have a strong background in marketing/business development and excellent communication skills.

Qualifications

• 3-5 years in marketing/business development, preferably in financial services or healthcare.
• Strong financial planning knowledge.

Responsibilities

• Champion a customer-focused culture to deepen client relationships.
• Deliver financial literacy educational sessions.
• Generate quality leads for MD Financial Management.

Skills

Client focus

Public speaking

Decision-making

Communication

Organizational skills

Relationship-building

Entrepreneurial mindset

Education

University degree or equivalent

Job description

Early Career Education Specialist - MD Wealth Management

Join to apply for the Early Career Education Specialist - MD Wealth Management role at MD Financial Management | Gestion financière MD

Early Career Education Specialist - MD Wealth Management

6 days ago Be among the first 25 applicants

Join to apply for the Early Career Education Specialist - MD Wealth Management role at MD Financial Management | Gestion financière MD

Requisition ID: 224109

Join a purpose-driven, results-oriented team in an inclusive, high-performing culture.

MD Management Limited, a division of Scotia Wealth Management, seeks a talented, enthusiastic, and client-focused Early Career Education Specialist to join our team.

In this role, you will contribute to the success of the Early Career Education Specialist Team in Canada by executing specific goals, plans, and initiatives aligned with the team’s business strategies and objectives. All activities must comply with regulations, internal policies, and procedures.

Key Responsibilities:

• Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Act as the first face-to-face contact point for MD Financial Management (MDFM), effectively promoting and communicating the MD value proposition, understanding the physician journey, and MD’s core products and services.
• Generate quality leads for MD Financial Management, connecting prospects with Early Career Advisors.
• Develop a prominent, consistent, and positive presence on campus, in teaching hospitals, and within the New in Practice community.
• Foster strong relationships with key stakeholders such as residency program directors, PTMA, affiliates, and Scotiabank.
• Identify opportunities to impress prospects and clients, recognizing career and personal milestones.
• Deliver financial literacy educational sessions.
• Coordinate MDFM presence at resident orientations, academic half-days, and special events.
• Utilize social media and networking tools to engage prospects and clients, creating stakeholder communities.
• Gather feedback from residents and new physicians to inform future strategies.
• Consider the bank’s risk appetite and culture in daily activities and decisions.
• Ensure operational efficiency and compliance with Scotiabank’s values, conduct policies, and risk management standards.
• Promote a high-performance, inclusive work environment.

Education & Experience:

• University degree or equivalent (Commerce, Marketing, Communications).
• Experience in partnership management and negotiation.
• 3-5 years in marketing/business development, preferably in financial services or healthcare.
• Strong financial planning knowledge.
• Understanding of the medical student and resident experience to develop relevant links.

Skills for Success:

• Client focus.
• Public speaking and presentation skills.
• Decision-making in ambiguous situations.
• Excellent communication and interpersonal skills.
• Organizational, planning, and project management skills.
• Integrity and trustworthiness.
• Relationship-building and networking skills.
• Entrepreneurial mindset.

Travel required within QC and across Canada: 50-75% of the time.

Note: Bilingual English/French communication skills are required due to client and internal group interactions.

Locations include Montreal, Ottawa, Quebec City, and Sherbrooke.

Scotiabank is committed to diversity and inclusion. Accommodations are available upon request during the recruitment process.

Applicants must apply online. Only shortlisted candidates will be contacted.