Kickstart your career in wealth management with MD Financial's Associate Program starting January 2027 in Mississauga or Sudbury. This comprehensive program emphasizes financial planning and client relationship skills.
MD Financial Management is seeking entrepreneurial-minded individuals for its Wealth Management Associate Program. The program is aimed at candidates completing their undergraduate or master’s degrees by January 2027 or recent grads with limited experience. You will focus on client discovery, financial planning, and building meaningful relationships while preparing for your career in wealth advisory.
Key Responsibilities:
• Prepare for client meetings, gathering crucial financial data
• Draft notes post-meeting and identify follow-up opportunities
• Create comprehensive financial plans aligned with MD’s portfolio
• Maintain and strengthen client relationships
• Support the Wealth Advisory team through hands-on learning
Requirements:
• Undergrad...