Rohan Rajesh Awate

Wealth Management Associate for Physicians @MD Financial Management | Gestion financière MD

Mississauga, ON, CA

Support Advisors in managing end-to-end wealth needs for physician clients and their families across investment, retirement, estate, and insurance solutions• Onboard new clients: KYC, account opening (Non-Reg, TFSA, RRSP, RESP, Corporate), documentation, and compliance checks• Process contributions, withdrawals, transfers, and trade settlements in line with CRA, ESDC, and regulatory guidelines• Coordinate with back office and compliance teams to ensure audit-ready documentation and regulatory adherence• Prepare client review packages, portfolio summaries, and performance reports for Advisor meetings• Maintain CRM accuracy, track AUM, client segmentation, and follow-up workflows• Manage RESP/RRSP/TFSA contribution strategies and client queries related to registered plans• Facilitate insurance and lending referrals within the Scotiabank ecosystem• Act as primary operational contact for client servicing, ensuring timely resolution of requests and documentation needs• Support practice management through calendar coordination, pipeline tracking, and workflow optimization for the Advisor• Ensure high standards of client communication, confidentiality, and service continuity for high-net-worth physician clientele

Centennial College

Financial Planning, Financial Planning and Services

Niagara College

International Business Management, International Finance

University of Mumbai

Bachelor's degree, Finance

HSB Hochschule Bremen – City University of Applied Sciences

Marketing, Intercultural/Multicultural and Diversity Studies