Current jobs related to Financial Planner - City of Lloydminster - CareerBeacon
-
Financial Planner
1 month ago
Municipality Of North Perth, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for creating custom investment solutions for our clients, providing expert advice and guidance to help them achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement comprehensive...
-
Financial Planner
1 month ago
Municipality Of North Perth, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for creating custom investment solutions for our clients, providing expert advice and guidance to help them achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement comprehensive...
-
Financial Planner, Québec City
5 months ago
Québec City, Canada Scotiabank Full timeRequisition ID: 201255Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...
-
Financial Services Representative
5 months ago
Quebec City, Canada National Bank Full timeA career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities w
-
Senior Financial Consultant
5 months ago
Québec City, Canada MD Financial Management Full timeIs this role right for you? In this role you will: Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. As part of a broader network of MD financial experts you will facilitate a team approach by actively referring clients to MD Private Investment Counsel (discretionary...
-
Urban Planner
3 weeks ago
Dawson City, Canada The City of Dawson Full time{"h2": "Job Summary"} The City of Dawson is seeking a highly skilled Urban Planner to join our team. As a key member of our planning department, you will be responsible for developing and implementing land use plans and policies that promote sustainable growth and development in our community. Key Responsibilities Compile and analyze data on factors...
-
Financial Services Representative
5 months ago
Quebec City, Canada National Bank of Canada Full timeA career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities with clients. **Your job**: - Optimize interactions with...
-
Québec City, Canada MD Financial Management Full timeIs this role right for you? In this role you will: You will steward the estate and trust offering for MDS clients, ensuring a compelling client experience, driving awareness, and developing client-facing content and tools. You will research, develop and provide estate and trust planning subject matter expertise to MDS advisors, financial planners, and...
-
Financial Services Representative
5 months ago
Quebec City, Canada National Bank Full timeA career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities with clients. Your job: Optimize interactions with...
-
Residential Financial Specialist
5 months ago
Quebec City, Canada National Bank of Canada Full timeA career as Residential Financial Specialist is about being part of the transformation and having a direct impact on the customer. As a Residential Financial Specialist, you act as an expert for branch customers by offering a high-quality mortgage credit advisory service. You identify and develop credit opportunities. You will work in synergy with the...
-
Financial Services Representative
5 months ago
Quebec City, Canada National Bank Full timeA career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities with clients. Your job: Optimize interactions...
-
Financial Services Representative
5 months ago
Québec City, Canada NBC Full timeArea of Interest: Advisory services, Personal banking ...
-
Financial Planner, Investment
3 months ago
Municipality Of North Perth, Canada Royal Bank of Canada> Full timeJob Summary.Job DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Listowel, Arthur and Drayton, ON Markets . Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals...
-
Financial Services Representative
5 months ago
Quebec City, Quebec, Québec, Canada National Bank Full timeA career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities with clients. Your job: Optimize interactions with clients...
-
Financial Planner, Investment
6 days ago
Municipality Of North Perth, Canada Royal Bank of Canada> Full timeJob Summary.Job DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Listowel, Arthur and Drayton, ON Markets . Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals...
-
Residential Financial Specialist
5 months ago
Québec City, Canada NBC Full timeArea of Interest: Advisory services, Mortgage products ...
-
city planner
3 months ago
Dawson City, Canada The City of Dawson Full timeWork Term: PermanentWork Language: EnglishHours: 35 hours per weekEducation: Bachelor's degreeExperience: 2 years to less than 3 yearsLand use planning and management/developmentCity/urban, community and regional planningWork settingOfficeRural areaOn-site customer serviceMunicipal governmentTasksCompile and analyze data on factors affecting land...
-
city planner
3 months ago
Dawson City, Canada The City of Dawson Full timeDurée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 35 hours per weekEducation: Expérience: EducationBachelor's degreeLand use planning and management/developmentCity/urban, community and regional planningWork settingOfficeRural areaOn-site customer serviceMunicipal governmentTasksCompile and analyze data on factors affecting land...
-
Investment Consultant
5 months ago
Quebec City, Canada MD Financial Management Full timeRequisition ID: 159433 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: Reporting to the Regional Manager, as a Investment Consultant, you will assist MD clients and their families in achieving their personal financial goals. Working as a partner with MD’s Specialist Advisors, you will...
-
Partner Support Specialist, Bmo Investorline
5 months ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 **_Assists Partner’s with inquiries as well as account openings/ transfers / account maintenance_** **_ Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects._** - Primary point of contact to assist our network of Financial Planners,...
Financial Planner
2 months ago
Work Location:
Canada
Hours:
37.5
Line Of Business:
TD Wealth
Pay Details:
We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.
Job Description:
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.
We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.
Position Overview:
Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.
With a focus on relationship management, advice and business development, you will:
- Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services.
- Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices.
- Contribute to team and department goals while strengthening customer service and dedication.
- Monitor service, productivity and assess efficiency and implement continuous improvements.
- Be knowledgeable of best practices and procedures and stay ahead of emerging trends.
- Acquire and apply expertise, provide mentorship, assistance and direction to others.
- Maintain a culture of risk management and control, supported by aligned risk appetite.
- Participate fully as a member of the team, support a positive and service-oriented work environment.
Educational Requirements:
- University Degree (preferred)
- 3 – 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred)
- Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date.
- Complete Conduct & Practices Handbook (CPH) within first 90 days in role.
- CIRO Registered Representative (RR) license within first 90 days in role.
- Complete Wealth Management Essentials (WME) within first 30 months in role.
- Achieve Certified Financial Planner (CFP) designation within first 3 years in role.
- CFP Eligibility requirements: University Degree OR meet one of the following:
- Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying.
- Up to 10 years of qualifying work experience.
Skills You Will Require:
- Passion for financial planning and driven to help clients reach their financial & life goals.
- Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development.
- Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment.
- You have excellent people and problem-solving skills that help you build and maintain client relationships.
- Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships.
Who We Are:
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.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. 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. As an organization, we keep growing – and so will you.
Our Total Rewards Package:
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.
Additional Information:
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.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding:
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process:
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation:
Your accessibility is important to us. 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.
We look forward to hearing from you
Language Requirement:
N/A.
