Job Description

Requisition ID: 165968
We are committed to investing in our employees and helping you continue your career at Scotiabank. 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\xe2\x80\x99s our unwavering commitment to life/work balance. Many might extol the virtues of our total rewards program \xe2\x80\x93 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\xe2\x80\x99s the fact that we have the privilege of providing proactive and tailored financial guidance to Canada\xe2\x80\x99s 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\xe2\x80\x99s most important - keeping Canadians healthy. Sound like the value proposition you\xe2\x80\x99ve 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\xe2\x80\x99s 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 \xe2\x80\x93 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 \xe2\x80\x93not only to further your knowledge of MD financial programs and process requirements, but also issues impacting the financial affairs of MDM\xe2\x80\x99s clients, including current market conditions, interest rates, income tax, investment trends and products and other financial industry news and regulations.
• Confidence \xe2\x80\x93 in yourself, in MD\xe2\x80\x99s 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\xe2\x80\x99s two official languages is an asset.
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. 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.