Manager, Asset and Financial Planning Services

3 weeks ago

SorelTracy QC, Canada The Toronto-Dominion Bank (Canada) Full time

Agir à titre d’expert de la succursale pour les clients et les autres employés quant aux produits, aux services, aux politiques et aux procédures de la TD, plus particulièrement ceux des Services bancaires personnels et des Services bancaires aux entreprises.
• Communiquer activement avec les clients (téléphone, courriel, etc.) Avoir une connaissance poussée du marché local, de la concurrence et des tendances économiques pour appuyer les recommandations.
• respecter les directives réglementaires, de marketing et des locaux; Promouvoir et offrir la gamme complète de produits, de ventes, de services et de services bancaires.
• Entretenir une culture de gestion et de contrôle du risque, soutenue par des processus efficaces qui correspondent à la tolérance au risque.
• Participer pleinement en tant que membre de l’équipe, soutenir un milieu de travail positif qui privilégie le service à l’entreprise, la qualité, l’innovation et le travail d’équipe et qui assure la communication des enjeux et sujets importants en temps opportun.
• Se tenir au courant des nouvelles tendances et des faits nouveaux et élargir ses connaissances en ce qui a trait à l’entreprise, aux techniques et aux outils connexes.
• Participer aux activités de gestion du rendement et de perfectionnement personnels, y compris la formation croisée au sein de sa propre équipe.
• Tenir les autres au courant de l’état et de l’avancement des projets, et de toute information pertinente ou utile ayant trait aux activités quotidiennes.
• offrir de la formation, du coaching et des conseils au besoin.
• Avoir une incidence directe sur la qualité des tâches effectuées ou des services offerts par l’équipe de vente et l’unité soutenue.
• Expérience et Formation:
• Diplôme d’études secondaires
• Diplôme d’études postsecondaires ou diplôme universitaire de premier cycle (dans un domaine connexe), un atout
Personal & Commercial Banking Pay Details:
Agir à titre d’expert de la succursale pour les clients et les autres employés quant aux produits, aux services, aux politiques et aux procédures de la TD, plus particulièrement ceux des Services bancaires personnels et des Services bancaires aux entreprises.
• Communiquer activement avec les clients (téléphone, courriel, etc.) Avoir une connaissance poussée du marché local, de la concurrence et des tendances économiques pour appuyer les recommandations.
• respecter les directives réglementaires, de marketing et des locaux; Promouvoir et offrir la gamme complète de produits, de ventes, de services et de services bancaires.
• Entretenir une culture de gestion et de contrôle du risque, soutenue par des processus efficaces qui correspondent à la tolérance au risque.
• Participer pleinement en tant que membre de l’équipe, soutenir un milieu de travail positif qui privilégie le service à l’entreprise, la qualité, l’innovation et le travail d’équipe et qui assure la communication des enjeux et sujets importants en temps opportun.
• Se tenir au courant des nouvelles tendances et des faits nouveaux et élargir ses connaissances en ce qui a trait à l’entreprise, aux techniques et aux outils connexes.
• Participer aux activités de gestion du rendement et de perfectionnement personnels, y compris la formation croisée au sein de sa propre équipe.
• Tenir les autres au courant de l’état et de l’avancement des projets, et de toute information pertinente ou utile ayant trait aux activités quotidiennes.
• offrir de la formation, du coaching et des conseils au besoin.
• Avoir une incidence directe sur la qualité des tâches effectuées ou des services offerts par l’équipe de vente et l’unité soutenue.
• Expérience et Formation:
• Diplôme d’études secondaires
• Diplôme d’études postsecondaires ou diplôme universitaire de premier cycle (dans un domaine connexe), un atout
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
We do our best to communicate outcomes to all applicants by email or phone call.

Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
Language Requirement:
Ce poste n’exige pas la maîtrise d’une langue autre que le français./ This position does not require proficiency in a language other than French.. #

  • Senior Manager, Asset Management Planning and Performance

    2 weeks ago

    Montréal, QC, Canada Industrial Alliance Insurance Full time

    iA Global Asset Management / Montreal / Hybrid / French & English The Real Estate Investments and Asset Management team is looking for a Senior Director, Real Estate Investments and Asset Management. In collaboration with various teams throughout the organization, your principal mission will be to achieve an optimal return by enhancing the value of iA...

  • Financial Planning and Analysis Manager

    4 weeks ago

    Montréal, QC, Canada Valsoft and Aspire Operating Group Full time

    We are hiring at Aspire Software for a highly skilled and experienced Financial Planning and Analysis Manager to join our growing team in Montreal! We are seeking a highly skilled and experienced Financial Planning and Analysis Manager who possesses a deep understanding of financial analysis, forecasting, and strategic planning across multiple businesses,...

  • Senior Director, Financial Planning

    3 weeks ago

    Montréal, QC, Canada Valsoft and Aspire Operating Group Full time

    We are hiring at Valsoft for a Senior Finance Director! In this role, you'll be the Head of Finance for a portfolio consisting of 15+ of our software businesses in North-America (US and Canada). Our focus is to acquire and grow vertical market software businesses that provide mission-critical solutions in their respective niche market. In 2023, Valsoft...

  • Manager Financial Planning Associates

    4 weeks ago

    Montréal, QC, Canada Fluid - Solutions de TalentsWorkforce Solutions Full time

    Director of Finance / Financial Controller Permanent Position Our client is an R&D and innovation design house. They tackle pressing problems through the development and application of cutting-edge technologies. Reporting to the Chief Financial Officer (CFO), the Director of Finance / Financial Controller will be responsible for supporting the...

  • Manager, Financial Planning

    4 weeks ago

    Montréal, QC, Canada Galvion Full time

    THE COMPANY Galvion designs, develops, and manufactures ballistic helmets and dynamic power and data management solutions for the modern battlefield. We are a passionate, global, and fast-paced team working with several strategic partners and are committed to enhancing the overall agility and survivability of the modern warfighter and tactical operator. ...

  • Manager, Financial Services

    3 weeks ago

    Dorval, QC, H0S, Montréal, Canada Air Canada Full time

    Description Being part of Air Canada is to become part of an iconic Canadian symbol, recently ranked the best Airline in North America. Let your career take flight by joining our diverse and vibrant team at the leading edge of passenger aviation. Reporting to the Director, Financial Services-Cargo , the incumbent will be responsible to support the...

  • Senior Financial Planning and Analysis Analyst

    4 weeks ago

    Montréal, QC, Canada Valsoft and Aspire Operating Group Full time

    We are hiring at Aspire Software for a highly skilled and experienced Senior Financial Planning and Analysis Analyst to join our growing team in Montreal! We are seeking a highly skilled and experienced Senior Financial Planning and Analysis Analyst who possesses a deep understanding of financial analysis, forecasting, and strategic planning across...

  • Manager, Financial Planning

    2 weeks ago

    Brossard, QC, Canada 123Dentist Full time

    Manager, Financial Planning and Analysis - Brossard QC Full Time Planning & Analysis Brossard, QC, CA 123Dentist is Canada’s largest majority dentist-owned network of dental practices, with more than 400 locations nationwide and over 6,000 employees. We offer professional advancement opportunities, competitive compensation, corporate sponsored...

  • Manager, Financial Planning and Analysis

    3 weeks ago

    Boucherville, QC, Canada 123Dentist Inc. Full time

    Manager, Financial Planning and Analysis - Brossard QC Full Time Planning & Analysis Brossard, QC, CA 2 days ago Requisition ID: 5577 123Dentist is Canada’s largest majority dentist-owned network of dental practices, with more than 400 locations nationwide and over 6,000 employees. We offer professional advancement opportunities, competitive...

  • Manager, Financial Planning and Analysis

    2 weeks ago

    Brossard, QC, Canada 123Dentist Full time

    Manager, Financial Planning and Analysis - Brossard QC Full Time Planning & Analysis Brossard, QC, CA 12 days ago Requisition ID: 5577 123Dentist is Canada’s largest majority dentist-owned network of dental practices, with more than 400 locations nationwide and over 6,000 employees. We offer professional advancement opportunities, competitive...

  • Planning Manager, Retail

    2 weeks ago

    Laval, QC, Canada Laura Canada Full time

    Join our team to achieve your full career potential! We are proactive, outside the box thinkers and doers who stop at nothing to make the iconic Laura and Melanie Lyne brands shine! Privately owned and based in Laval, Quebec, with a strong vision for innovation and optimizing the employee and client experiences, we continue to help generations of Canadian...

  • Financial Planning

    4 weeks ago

    Montréal, QC, Canada Banque Nationale du Canada Full time

    Advisory services, Personal banking Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. You can join a Bank where you will be recognized and where you can make a positive impact! ...

  • Superintendent Mine Planning

    6 days ago

    Sorel-Tracy, QC, Canada Techs to Suit Inc Full time

    Willing to commute to work in Sorel-Tracy four days a week, with one day of telecommuting? Due to the crucial nature of the position, telecommuting is limited. We are Looking for a Workplace Safety Superintendent who will support the operations managers and their teams in the implementation and compliance with best practices aimed at minimizing health and...

  • Senior Manager, Financial Planning

    4 weeks ago

    Montréal, QC, Canada Harris Geospatial Solutions Full time

    The L3Harris MAPPS Global business is a leading global supplier of controls and simulation solutions for marine, power and space sectors. Headquartered in Montreal, Quebec, Canada, L3Harris MAPPS Inc. has businesses and sites in Canada, Germany, India, Malaysia, and the United Kingdom. L3Harris MAPPS Inc. is a subsidiary of L3Harris Technologies. The...

  • Financial Analyst — Global Corporate Services

    4 weeks ago

    Montréal, QC, Canada WSP Full time

    WSP Global has an opening for a full-time, permanent Financial Analyst, Global Corporate Services, reporting to the Global Manager, Financial Planning and Analysis. This person is responsible for providing financial analytical support to corporate functions for actual results, budget and financial projections. This role is critical in the organization, to...

  • Financial Service Representative

    3 weeks ago

    Kuujjuaq, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative - Kuujjuaq page is loaded Financial Services Representative - Kuujjuaq Apply locations Kuujjuaq, QC time type Full time posted on Posted 2 Days Ago job requisition id 2409611 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you’ll work in a...

  • Financial Service Representative

    3 weeks ago

    Huntingdon, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative - Huntingdon page is loaded Financial Services Representative - Huntingdon Apply locations Huntingdon, QC time type Full time posted on Posted 4 Days Ago job requisition id 2409402 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you’ll work in a...

  • Financial Client Services Representative

    1 week ago

    Mascouche, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative page is loaded Financial Services Representative Apply locations Mascouche, QC time type Full time posted on Posted 12 Days Ago job requisition id 2409779 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre...

  • Financial Service Representative

    2 weeks ago

    Granby, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Service Representative - Granby page is loaded Financial Service Representative - Granby Apply locations Granby, QC time type Full time posted on Posted 9 Days Ago job requisition id 2409788 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you’ll work in a fast-paced...

  • Senior Analyst, Financial Planning

    1 week ago

    Montréal, QC, Canada Hitachi Capital Canada Corp Full time

    Senior Analyst, Financial Planning and Analysis (FP&A) Regular Full Time Burlington, ON, CA Mitsubishi HC Capital Canada and its parent company, Mitsubishi HC Capital America, form the largest non-captive, non-bank commercial finance company in North America constantly growing and transforming to contribute to a prosperous and sustainable future, creating...