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Senior Financial Consultant

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MD Financial Management
📍 Hamilton, Canada
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Location Hamilton
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Posted June 24, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Is this role right for you?

In this role, you will:
  •  As part of a broader network of MD financial experts you will facilitate a team approach by actively referring clients to MD Private Investment Counsel (discretionary management), MD Private Trust (estate and executor services), MD Insurance and MD Banking Products (Scotiabank).

  • You will also work to ensure client needs are pro-actively addressed in alignment with their current financial situation and life stage as well as their future aspirations.

  • When not meeting with clients or identifying new clients, you will further your knowledge of advanced financial planning concepts including income tax, investment trends and products, and any other issues having an impact on MD clients. Your thorough understanding of compliance with all industry regulations will ensure accurate administration of all client transactions and compliance requirements, thus minimizing risk and expense to the company. 

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    📍 Location Details

    🌆
    City
    Hamilton
    🗺️
    Country
    Canada
    🚗
    Commute
    Local Area

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