Working at MD Financial Management |

MD Financial Management Overview
Ottawa, ON
1001 to 5000 employees
Company - Private
Investment Banking & Asset Management
$100 to $500 million (USD) per year
MD Financial Management is a wealth management firm with more than $45 billion in assets under administration and we have an unrivalled understanding of physicians' unique financial needs. Owned by the Canadian Medical Association (CMA), MD is the only firm ... Read more

Mission: MD supports the CMA and enhances the experience of CMA members by helping them throughout their lifetime to achieve financial well-being, and enjoy rewarding practices that deliver quality health-care.

MD Financial Management – Why Work For Us?

Join a talented team of more than 1,500 dedicated individuals at MD Financial Management. Owned by the Canadian Medical Association (CMA), MD is the only firm exclusively dedicated to the financial well-being of Canada's physicians and their families. 

Find your career at MD today.

Work your Way

Flexible work schedules resulting in substantial work-life integration.

A workplace technology ecosystem

Instantly connect, engage, and collaborate with colleagues and clients in ways that are natural to you.

A collaborative culture of continuous improvement

High performance and agility. Share your ideas and embrace change.

MD Fossil Fuel Free Funds™

MD Fossil Fuel Free Funds™ is a trademark of the Canadian Medical Association, used under licence.

Join us to invest in causes that matter to you.

Achieving your maximum potential

Promoting and empowering ownership of performance, growth and development: We provide our employees with financial support for both professional and personal development.

A Culture of Excellence With a Clear Mission 

Our culture is focused on being the best at what we do. We understand the unique financial needs of Canada’s physicians and we work hard to maintain the trust that they place in us. With more than 45 years of experience, we are able to anticipate physicians’ needs, understand their challenges, and appreciate their expectations.

Collaboration Is Key

With more than 1,500 employees in 51 offices across the country, communication and collaboration are essential to our success. We have the tools, technology and infrastructure that enable us to share ideas and information seamlessly. Our open environment includes regular interaction with senior executives, where everyone is encouraged to contribute feedback.

We Call it Work–Life Integration

We believe in giving people the freedom to work their way. At MD, we look to results, not the clock. Our flexible work options mean that employees can meet personal commitments while fulfilling career aspirations. Our positive work environment fosters a highly motivated workforce: Our people are the driving force behind MD client satisfaction.

We Never Stop Learning

We are proud to attract talented people with inquiring minds. We provide training and educational opportunities for our employees to further their careers and better serve the needs of our clients. A focus on learning encourages creativity and free thinking, which, in problem-solving, can lead to dynamic solutions.

Rewards Come in Many Forms

MD offers competitive compensation and flexible group insurance benefits, and is fully committed to acknowledging employee achievement through reward and incentive programs. Our attractive defined benefit pension plan is augmented by the same financial planning and investment services provided to CMA members. We do our best to accommodate our employees’ needs and we offer excellent work–life options, including flextime arrangements. Purchase programs covering additional vacation, computers and fitness equipment are also available.


MD Financial Management Reviews

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MD Financial Management President & CEO Brian Peters
Brian Peters
84 Ratings
  • "Great place to work"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Positive Outlook
    Approves of CEO

    I have been working at MD Financial Management full-time (More than 10 years)


    Great people, various opportunities if you are a high performer.


    Not all people are high performers but feel like they are entitled to promotions and they sometimes create negativity.

See All 129 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





    Insight Analyst Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Easy Interview


    I applied through college or university. I interviewed at MD Financial Management in June-2014.


    It was an internship position and the process is just a skype interview. The interview took 20~30 minutes and the results are given at the data specified by the University.

    Interview Questions

    • The questions are relatively easy, mostly behavioral questions, and some questions about the tools I use for statistical analysis. The insight team uses SPSS and excel for most of their analysis.   Answer Question
See All 22 Interviews

MD Financial Management Awards & Accolades

  • North American Candidate Experience Awards, Talent Board, 2016
  • Achievers 50 Most Engaged Workplaces in North America, Achievers, 2016
  • 50 Most Engaged Workplaces in North America, Achievers, 2015
  • National Capital Region's Top Employers, Canada's Top 100 Employers, 2012
  • National Capital Region's Top Employers, Canada's Top 100 Employers, 2011
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