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MD ExO Direct Associate

Ottawa, ON
Full Time
4 days ago
Requisition ID: 158217

We are committed to investing in our employees and helping you continue your career at Scotiabank.
What distinguishes MD Financial Management from other financial institutions? If you ask our employees, some might say it's our unwavering commitment to life/work balance. Many might extol the virtues of our total rewards program - an offering designed to address and enhance the physical, mental, and financial wellbeing of all team members. Yet others may take pride in being an employee of MD because they see our commitment to an inclusive work environment and understand that a diverse employee base is a healthy and progressive one. But more than anything, it's the fact that we have the privilege of providing proactive and tailored financial guidance to Canada's doctors and their families. Simply put, we know physicians best. Our ability to understand and anticipate physician needs and challenges allows them to maintain their focus on what's most important - keeping Canadians healthy. Sound like the value proposition you've been looking for? Read on.

We are looking for a new team member to join the MD ExO Direct team. MD ExO Direct is MD's digital investment service offering, affording clients a low cost, managed investment solution that is customized based on their financial objectives and preferences, coupled with access to dedicated support.

How You Will Contribute:

Reporting to the Manager, MD Exo Direct, as a Digital Wealth Associate, you will be responsible for upholding the MD brand promise by providing the highest possible standard of client service for both internal and external clients. You will play a key role prioritizing and responding to written and verbal customer account and system inquiries, trouble shooting, and ensuring issue resolution within established timeframes. You will also play a key role in onboarding and developing the client base.
•You will actively respond to client requests regarding MD products and services with an eye to ensuring an optimal client experience.
•You will recommend appropriate solutions to transaction and other administrative issues and ensure accurate administration of all client transactions and compliance requirements, minimizing risk and expense to the company.
•You will be responsible for the review and approval of managed account applications (MD ExO Direct), ensuring completion and accuracy of the applications and will update the online managed account program to ensure suitability of recommendations.
•You will ensure compliance with all industry regulations and MD Financial program and process requirements
•You will play a key role in achieving established team targets and referral programs.

What MD Expects of You:

•Leadership by example - the ability to model a positive and professional attitude and work ethic, successfully navigate change, and foster an appreciation for compliance with industry regulations and MD program/process requirements.
•A commitment to an exceptional client experience - regularly delivering an exemplary level of service via several channels - ensuring accuracy of administration of all client transactions, monitoring of issues, and facilitating resolution of client concerns.
•The ability to work independently and as part of a broader team, always seeking out new ways to collaborate and contribute.
•A high level of comfort in working in a high-paced environment with multiple and often competing priorities.
•A desire to learn -not only to further your knowledge of MD financial programs and process requirements, but also issues impacting the financial affairs of MDM's clients, including current market conditions, interest rates, income tax, investment trends and products and other financial industry news and regulations.
•Confidence - in yourself, in MD's products, in asking for the business.
•Proficiency with technology and digital communication platforms.

What you Need:

•University Degree or College Diploma
•Completion of all Regulatory Courses necessary to obtain and maintain RR Licensing
•Demonstrated client service experience within the financial services industry
•Extensive knowledge of Financial Services rules and regulations

Fluency in Canada's two official languages is an asset.

Why MD?

•We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
•We believe an inclusive and diverse work environment makes for happy and productive employees.
•We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
•We know that financial security is important to you and we're here to help - competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
•We realize time away to recharge is a non-negotiable - we offer a generous paid time off program in which the benefits increase along with your tenure with MD. Our team environment ensures you're able to take time off without worrying about your clients.
•We understand that cost-effective banking solutions mean more money in your pocket - through our partnership with Scotia, we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
•We love discounts. Through the WorkPerks program, as an employee of MD you'll have access to thousands of discounts with various vendors across Canada.
Location(s): Canada : Ontario : Ottawa
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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