Transform your career with the Wealth Management Associate Program at MD Financial in Edmonton starting January 2027. This program is tailored for those eager to excel in financial planning and client advisory roles.
MD Financial Management seeks candidates ready to build rewarding relationships with clients through proactive engagement. This salaried program trains participants in financial analysis, investment strategies, and relationship management within the wealth advisory context. You'll receive mentoring and exposure to various wealth teams, supporting your journey toward a long-term advisory career.
Key Responsibilities:
• Build and nurture client relationships proactively
• Prepare for client meetings and identify opportunities
• Gather financial data from client discussions
• Assist in developing comprehensive financial plans
• Collaborate with wealth teams for practical experience
Requirements:
• Complete an undergraduate or master’s degree by Janu...