Working at MD Financial Management |

MD Financial Management Overview
Ottawa, ON
1001 to 5000 employees
Company - Public
Investment Banking & Asset Management
$100 to $500 million (CAD) per year
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 ... Read more

Mission: MD has one main goal: to help Canada's physicians and their families achieve financial well-being.

With 50 years of physician-focused experience, MD’s Advisors and teams of experts provide a comprehensive financial plan, advice and ... Read more

MD Financial Management – Why Work With Us?

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

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.


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.


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.

Randall, Team Lead, Functional SupportOttawa, ON

Our culture allows us to be who we are, while taking advantage of an open and flexible working environment. I have the tools and support I need to do my job well. MD takes the time to invest in me so that I can give back to the business. They see the value in people and take the time to develop them. But the best part about my job is that anyone I talk to is always willing to help—and vice versa: our tools enable collaboration and I appreciate the ability to lend a hand and make someone’s day a lot better. 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. From e-learning and workshops to a personal expense budget, you’ll enjoy the flexibility to learn and grow your career.

Yin, Manager, Talent Management, Ottawa, ON

If you have something to contribute, MD allows your voice to be heard! I enjoy my interactions with my colleagues: just having the opportunity to listen to a different point of view, or supporting and coaching one another makes me feel appreciated and valued. MD empowers us to continuously achieve more, learn, grow and make an impact. They don’t just say it, but rather back it up through their investments in development, team events, workshops and conferences. I have been provided with many opportunities: I’ve even been certified as a coach to better support others in the organization. MD encourages me to experiment and use my creativity in ways I never thought possible. If you’re ready for a career that allows you to try new things while having a flexible work environment, then I encourage you to apply today. MD will give you those opportunities—and more.

Samantha, National Sales Development Lead, Vancouver, BC

My job doesn’t even feel like work!
There are many things I love about working at MD. The first being the people. Every day, I’m encouraged and inspired to work alongside brilliant leaders and colleagues. We all have a strong and united purpose to support our physician clients in achieving their financial goals. In my four years at MD, I have received overwhelming support from the leadership team and HR to develop my own leadership skills. The leadership team trusts our work ethics and our abilities, which gives us all independence to work in a way that matches our preferences and abilities. For example, I work out of Vancouver and the head office is in Ottawa, yet I feel as though I’m a part of a cohesive team.
I love being able to choose how and when I work. I am even given an annual budget that I can spend on my own development—work-related or otherwise. If you love what you do, you want to be part of a team and you are inspired by change, this is the company for you.

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.

MD Financial Management Reviews

  • "Retired from MD."

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - V P
    Former Employee - V P
    Positive Outlook

    I worked at MD Financial Management full-time (More than 8 years)


    The people and culture are second to none. They care about their employees as individuals and support, train, develop and challenge them. Best place I worked at in my entire career and why I stayed there the longest of any job I had.


    I can honestly say I had no issues my whole time I worked there. Being a bit smaller means not as many roles for people to advance through but they do develop from within as much as possible.

    Advice to Management

    Maintain the culture, it’s why you have one of the most loyal and long term tenure employees around.

See All 175 Reviews

MD Financial Management Photos

MD Financial Management photo of: Winners again!
MD Financial Management photo of: Trust matters!
MD Financial Management photo of: Talented Trio of Golf Tourney Organizers
MD Financial Management photo of: Annual Golf Fun: 144 participants and SOLD OUT!
MD Financial Management photo of: MD Style!
MD Financial Management photo of: Oars at the ready - MD Mad Dragons 2016
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MD Financial Management Interviews



Getting an Interview

Getting an Interview





    Portfolio Manager Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Average Interview


    I applied through a recruiter. The process took 4+ weeks. I interviewed at MD Financial Management.


    MD were absolute professionals in every part of this interview process. They maintained regular communication with me and knew exactly what the next steps were.

    Step 1 was a phone interview with the HR team, followed by an interview with the regional manager. The final round was a panel interview with another regional manager and the team of consultants.

    Interview Questions

    • What would you describe as a successful first year in this role?   Answer Question
See All 29 Interviews

MD Financial Management Awards & Accolades

  • Achievers 50 Most Engaged Workplaces™ in North America, Achievers, 2018
  • Canadian HR Awards: Best Workplace Culture, Canadian HR Awards, 2017
  • North American Candidate Experience Awards, Talent Board, 2016
  • Achievers 50 Most Engaged Workplaces in North America, Achievers, 2016
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