Financial Planner
4 weeks ago
Join to apply for the Financial Planner - Sainte-Eustache role at TD Work Location: Laval, Quebec, Canada Hours 37.5 Line Of Business TD Wealth Pay Details 0 $/$0 - 0 $/$0 CAD This role is eligible for commission-based earnings. Job Description TD Wealth provides personalized advice, solutions, and service to clients through a holistic approach to wealth planning and protection. Our Financial Planning team focuses on helping clients achieve their financial goals while delivering excellent customer service, building long-term relationships, and maintaining high-performing teams. Responsibilities include: Identifying clients' financial and life goals, conducting reviews, and building long-term relationships. Performing reporting and analysis to inform recommendations and assess program effectiveness. Contributing to team and department goals, enhancing customer service, and improving efficiency. Staying informed of industry best practices and emerging trends. Providing mentorship and guidance to colleagues. Maintaining a culture of risk management and participating fully as a team member. Minimum Requirements Financial planner diploma from the Institute of Financial Planning (IPF). Canadian Securities Course (CSC) or CFA Level 1 or higher. 3 to 5 years of banking experience. Bilingual in English and French. Preferred Qualifications CIRO license (required within 90 days). Completion of Conduct & Practices Handbook (CPH). Completion of Wealth Management Essentials (WME). Strong industry knowledge and communication skills. Additional Information TD is committed to fair compensation, growth opportunities, and supporting colleagues' development through training, mentorship, and benefits. We value diversity and are dedicated to providing an accessible hiring process. #J-18808-Ljbffr
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Financial Planner
2 weeks ago
Saint-Eustache, Canada TD Securities Full time2 days ago: Be among the first 25 applicants. Work Location: Saint‑Eustache, Quebec, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: 0 $/$0 - 0 $/$0 CAD. This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development...
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Wealth Planner: Client Growth
2 weeks ago
Saint-Eustache, Canada TD Securities Full timeA leading financial institution in Saint-Eustache is seeking a Financial Planner to assist clients in achieving their financial goals. The ideal candidate will have a Financial Planner diploma, experience in banking, and fluency in both English and French. This full-time role offers opportunities for growth and development within the organization,...
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Financial Planner, Scotia Financial Planning
1 week ago
Saint John, New Brunswick, Canada Scotiabank Full time $80,000 - $120,000 per yearRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role of a...
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Wealth Planner: Build Client Goals
4 weeks ago
Saint-Eustache, Canada TD Full timeAn established industry player is seeking a Financial Planner in Sainte-Eustache to provide personalized advice and solutions to clients. This role emphasizes building long-term relationships while delivering exceptional customer service. You will contribute to team goals, mentor colleagues, and stay informed of industry trends. Join a company that values...
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Wealth Planner: Build Client Goals
4 weeks ago
Saint-Eustache, Canada TD Full timeAn established industry player is seeking a Financial Planner in Sainte-Eustache to provide personalized advice and solutions to clients. This role emphasizes building long-term relationships while delivering exceptional customer service. You will contribute to team goals, mentor colleagues, and stay informed of industry trends. Join a company that values...
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Financial Planner
1 week ago
Saint John, Canada Royal Bank of Canada> Full timeDescription du posteWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your...
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Financial Planner
4 weeks ago
Saint John, Canada RBC Full timeFinancial Planner Responsable de la croissance et de la gestion d’un portefeuille de clients massivement fortunés. Fournir des revues complètes, établir des relations à long terme grâce à des conseils financiers de qualité, planification financière et services continus. Vous êtes motivé par l’atteinte des objectifs et guidé par une passion...
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Financial Planner
4 weeks ago
Saint John, Canada RBC Full timeFinancial Planner Responsable de la croissance et de la gestion d’un portefeuille de clients massivement fortunés. Fournir des revues complètes, établir des relations à long terme grâce à des conseils financiers de qualité, planification financière et services continus. Vous êtes motivé par l’atteinte des objectifs et guidé par une passion...
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Financial Planner
4 weeks ago
Lanaudière-Nord (Saint-Esprit), Canada National Bank Full timeA career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact.Your job Identify clients’ investment and...
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Financial Planner, Scotia Financial Planning
4 weeks ago
Saint John, Canada Scotiabank Full timeOverviewRequisition ID: 228410Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team within our Global Asset Management Division.As a Financial Planner, you will...
