Careers at MD

Creating a healthy future, together.

We help Canadian physicians and their families achieve financial well-being. Be a part of our team.

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Join our team

Relationships, recommendations and referrals are essential business strategies—especially in our line of work. That’s why our focus is on people: they’re what really make us shine. We pride ourselves on finding incredible talent with a knack for addressing the unique needs of our clients and their families. We are a dedicated group of individuals from all walks of life, and we would like to give you a chance to get to know some of us a bit better.

Our people are our focus and your experience as a candidate is important to us. We invite you to learn more about applying to join our team!

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In the Words of our Employees

Cassandra
Cassandra

Sr. Financial Consultant
Calgary, AB

The most important thing I do every day is help my clients achieve their goals

Cassandra's story
Glenda
Glenda

Sr. Financial Consultant
Moncton, NB

I know that I’m able to provide my clients with the financial guidance to help them make informed decisions.

Glenda's story
Mary
Mary

Sr. Financial Consultant
Sydney, NS

Our clients’ interests are at the forefront of what we do and, during my 14 years with MD, I’ve never been asked to compromise on my integrity.

Mary's story
Tony
Tony

Sr. Financial Consultant
Vancouver, BC

MD recognizes the importance of work-life integration, which is demonstrated in the trust they have in Advisors like me.

Tony's story
Rinky
Rinky

Client Service Specialist
Calgary, AB

MD is full of opportunities that benefit me each and every day!

Rinky's story
Randall
Randall

Team Lead, Functional Support
Ottawa, ON

If you’re looking for a space where barriers don’t exist, and where we challenge each other to strive for better, MD provides it all.

Randall's story
Samantha
Samantha

National Sales Development Lead
Vancouver, BC

We all have a strong and united purpose to support our physician clients in achieving their financial goals.

Samantha's story
Yin
Yin

Manager, Talent Management
Ottawa, ON

MD encourages me to experiment and use my creativity in ways I never thought possible.

Yin's story

Service Commitment

We take care of physicians, so they can take care of us

A little about us

We have the wonderful and unique opportunity to service and support some of the most hard-working, industrious and essential individuals in our community: physicians. Our service model allows advisors to create their ideal pace to build real solutions for the financial wellness of those whose life’s work is to keep us healthy.

A little about you

You are curious and committed. You are looking for job satisfaction and the ideal work-life balance. You could choose to work anywhere—but we’re happy that you’re considering us. Not only do we have 1,500 like-minded team members who strive for continual career improvement, they also aim to make financial planning more seamless for our clients. In fact, we have five service commitments to our team that we continually measure ourselves by, and by which we build every component of our business.

We believe in balance and employee engagement. By creating your own schedule, you will be able to manage all aspects of your life, while building solid relationships with physician clients and their families.

By bringing innovation into your toolbox, we can be certain that you’re up-to-date, engaged and educated with the optimal ways to stay connected to what matters most.

Connecting with others is the magical space where great new ideas are born. By embracing change together, we can work to continuously improve our service offering and knowledge to make the lives of our clients that much better.

We believe in making a difference in the world. That applies to our advisors, clients and the environment. Our MD Fossil Fuel Free FundsTM offer our clients an environmentally friendly alternative to other investments. It’s just one way we are constantly implementing new solutions for all.

Investing is what we do—and that doesn’t stop with our financial planning. We support the people in our network and we strive for continual development and growth. After all, we are in the wellness business, and work satisfaction is a key to a healthy day.

Employee Promise

Life moves quickly, and we are committed to not just keeping up, but being a leader. Our new affiliation with Scotiabank opens so many more doors for growth, while maintaining our amazing corporate culture and independent values. Our focus on our employee promise has only changed for the better and is designed to keep us accountable to the people who matter most: you.

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People serving people

Unlike other firms that put the bottom line first, we put our clients first. That includes the business planning decisions we make and the flexibility we offer our advisors: an ethical foundation and the freedom to offer the right products as relationships flourish.

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Supported for success

We believe in providing our advisors with the tools and resources they need to be successful, while injecting learning opportunities and competitive compensation packages, as well as incentives to make sure we attract the best talent—and keep them.

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Best of both worlds

We offer and encourage true balance, which has never been clearer than with our powerful relationship with Scotiabank. We will maintain our reputation as a boutique firm with a focus on people. We will also take advantage of the global products and tools of one of Canada’s biggest banks. We believe in giving our clients the best possible solutions, and our relationship with Scotiabank will help us expand our offerings.

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Trusted brand to physicians

We pride ourselves on our deep knowledge in this space. We understand the nuances of financial planning for physicians and their families. It is our objective to maintain and grow our reputation in this industry and we will do so through innovating and investing in our front line.

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Entrepreneurial meets enterprise

We attract amazing clients and employees and will never lose that focus. Our strategic teaming model allows us to consistently exceed client expectations. Regardless of your role, you’ll be well supported to achieve success.

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Experts within reach

We believe in full-spectrum support. So even though our advisors work remotely and independently, they are only a keystroke, tap or call away from experts dedicated to solve for any type of need. Collaboration is the key to our success—and our busy clients recognize that.

Awards and Accolades

Our commitment to our team and our clients is what drives us to be great. We are always looking for the best minds and personalities to join us in achieving our high standards. Here are a few examples of ways that we have been recognized in our industry.

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Achievers 50 most engaged work places in 2018

We are thrilled to be recognized on such an honorable list with 49 other industry-leading organizations.

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Canadian HR Awards: Best Learning & Development Strategy

Continual education is one of our commitments and we are thrilled to have that reflected with an award of this calibre.

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Canadian HR Awards: Best Workplace Culture

Winning in this category is a valuable piece of our story. Our culture is something we pride ourselves on and a core pillar on which we build.

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TalentBoard: CandE North American Candidate Experience Award

This award shines glory on the top 50 North American firms with a focus on promotion and quality experience, determined by industry data and employee surveys.

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LEAD Awards: Best First Time Manager Program

The LEAD awards powered by hr.com celebrates the best international leadership programs and we are thrilled to be recognized for ours.

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Ottawa Prism: Award for coaching excellence in the corporate sector

This award identifies organizations that are dedicated to advancing the coaching profession through high ethical standards. We are grateful to be recognized among amazing leaders.

MD by the Numbers

Doing work that matters

At MD Financial Management, you’re joining more than a firm. You’re collaborating with industry leaders and like-minded people to create plans and generate ideas that impact the busy lives of physicians across the country. We offer a unique culture and independent methodology that make a profound difference to your wellbeing.

And we aren’t stopping there.

We have the backing of Scotiabank—and all of their offerings. So now our advisors have the culture through MD to make their lives make sense, but also more options and tools to help strengthen client relationships and develop more personalized strategies.

At the end of the day, people are what drive us. And we will never lose that focus. Through our commitments and pillars, we are rooted in making lives better. Just like our clients.

Background image of bubbles with numbers inside50 offices around the country $48.04 billion assets under management 379 advisors 1,500 employees 100K+ clients
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Ready to learn more?

We are committed to taking extraordinary care of our clients. If you are too, we’d like to meet you.