Planificateur Financier I
6 months ago
Lieu de travail:
Prince George, Colombie-Britannique, Canada
Horaire:
37.5
Secteur d’activité:
Gestion de patrimoine TD
Détails de la rémunération:
Description du poste:
- 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.
- 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.
- Job Description:
- 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 trendsMaintain 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.- Job Requirements:
- University Degree and/or 3-5 years industry experience-
- Canadian Securities Course (CSC) required-
- IIROC license preferred (required within first 90 days in role)-
- Complete Conduct & Practices Handbook (CPH) within first 90 days in role-
- IQPF licensing required prior to start date (for Quebec only)-
- Complete Wealth Management Essentials (WME) within first 30 months in role-
- Achieve Certified Financial Planner designation within first 3 years in role-
- Deep understanding of the industry, competitive landscape and economic market issues-
- Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships#LI-Wealth
À propos de nous:
La TD est un chef de file mondial dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord de par son nombre de succursales. Chaque jour, nous offrons une expérience client légendaire à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde. Plus de 95 000 collègues de la TD mettent en commun leurs compétences, leur talent et leur créativité au service de la Banque, des clients qu’elle sert et des économies qu’elle appuie. Nous sommes guidés par notre vision d’être une meilleure banque et par notre objectif d’enrichir la vie de nos clients, de nos collectivités et de nos collègues.
La TD est une entreprise profondément engagée à être une leader en matière d’expérience client. Voilà pourquoi nous croyons que chaque collègue, peu importe son secteur d’activité, est en contact avec la clientèle. En parallèle de l’évolution de nos activités et de notre stratégie, nous innovons afin d’améliorer l’expérience client et de créer des capacités pour façonner l’avenir des services bancaires. Que vous ayez plusieurs années d’expérience dans le secteur bancaire ou que vous commenciez tout juste votre carrière dans le domaine des services financiers, nous pouvons vous aider à réaliser votre plein potentiel. Vous pourrez compter sur nos programmes de formation et de mentorat et sur des conversations sur le perfectionnement et le leadership pour réaliser votre plein potentiel et atteindre vos objectifs. Notre croissance en tant qu’entreprise rime avec la vôtre.
Notre programme de rémunération globale
Notre programme de rémunération globale reflète les investissements que nous faisons pour aider nos collègues et leur famille à atteindre leurs objectifs en matière de bien-être mental, physique et financier. La rémunération globale à la TD inclut le salaire de base, la rémunération variable et bien d’autres régimes clés, comme des avantages sociaux en matière de santé et de bien-être, des régimes d’épargne et de retraite, des congés payés, des avantages bancaires et des rabais, des occasions de développement de carrière et des programmes de récompenses et reconnaissance.
En savoir plus
Renseignements supplémentaires:
Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que n
-
Financial Accountant
4 weeks ago
Prince George, British Columbia, Canada BLUE HAWK SECURITY & GROUP INC Full timeJob Title: BookkeeperJob SummaryWe are seeking a detail-oriented Bookkeeper to join our team at BLUE HAWK SECURITY & GROUP INC. As a Bookkeeper, you will be responsible for maintaining accurate financial records, preparing financial statements, and performing various bookkeeping tasks.Key ResponsibilitiesMaintain general ledgers and financial statementsPost...
-
Prince George, British Columbia, Canada Northern Health Authority Full timeNorthern Health Authority is seeking a skilled Program Coordinator I to join our team. This exciting opportunity offers the chance to work in a dynamic environment, supporting residents' health and well-being in residential, acute, and adult day program settings.The successful candidate will plan, develop, implement, and evaluate general recreational/leisure...
-
Financial Advisor
1 month ago
Prince Rupert, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...
-
Psychiatric Nursing Specialist
3 weeks ago
Prince George, British Columbia, Canada Northern Health Authority Full timeCompany Overview:Northern Health Authority is a leading healthcare provider in Northern BC, serving a population of 300,000 across 55 First Nation communities and two dozen municipalities. With a team of over 7,000 staff and physicians, we deliver high-quality hospital and community-based health services.Salary: $41.42 - $55.91 per hourJob Description:We are...
-
Member Services Rep 1
6 months ago
Prince George, Canada Integris Credit Union Full timeJob Details Description Integris is currently searching for an individual to fill the role as a permanent part-time Member Service Representative I (MSR I) at our Prince George branch. The ideal candidate will have great customer service skills, love working with people, have an outgoing personality and not shy away from building relationships,...
-
Financial Planner
3 weeks ago
Prince Albert, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients in the Prince Albert, SK Market. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning...
-
EAP Counsellor
3 weeks ago
Prince George, Canada LifeWorks Full timep>EAP Staff Counsellor - Prince George, BCApplylocations: Part timeposted on: Posted 2 Days Agojob requisition id: R-16334TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a...
-
Nursing Professional for Patient Care
3 weeks ago
Prince George, British Columbia, Canada Northern Health Authority Full timeJob SummaryWe are seeking a dedicated and compassionate Registered Nurse to join our team at the University Hospital of Northern BC. This role involves delivering high-quality patient care, working collaboratively with the healthcare team, and promoting a safe and supportive environment.About the RoleThis position is responsible for assessing, planning,...
-
Occupational Therapist
3 weeks ago
Prince George, British Columbia, Canada Northern Health Authority Full timeJob OverviewNorthern Health Authority is committed to providing exceptional health services to the people of Northern British Columbia. We are seeking a highly skilled and compassionate Occupational Therapist to join our Home and Community Care department in Prince George.Estimated Salary: $83,500 - $107,000 per year (depending on experience), plus...
-
Health Informatics Specialist
3 weeks ago
Prince George, British Columbia, Canada Northern Health Authority Full timeJob Overview Northern Health Authority is seeking an experienced Health Informatics Specialist - Strategic Systems Integration to lead and promote the integration of information technologies and change initiatives that automate and/or enhance evidence-based practices, appropriate access to patient/client information and documentation via healthcare systems...
-
Financial Advisor Opportunity
3 weeks ago
Prince Rupert, Canada Royal Bank of Canada> Full timeJob OverviewAs a Financial Advisor with the Royal Bank of Canada, you will play a pivotal role in shaping the financial futures of our esteemed clients. This is an exceptional opportunity to leverage your expertise and passion for finance to make a meaningful impact.Salary and BenefitsWe offer a highly competitive salary, reflecting the skills and experience...
-
Financial Planner
7 days ago
Prince Albert, Canada RBC Full timeJob Summary Job Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients in the Prince Albert, SK Market. You provide ongoing comprehensive reviews of your clients financial circumstances, creating long-term relationships through superior advice, financial planning...
-
Community Recreation Program Manager
3 weeks ago
Prince George, British Columbia, Canada Northern Health Authority Full timeAbout UsNorthern Health Authority is a leading healthcare provider in Prince George, offering a high standard of living and affordable housing.Job DescriptionWe are seeking an experienced Program Coordinator I - Recreation to join our team. As a key member of the multidisciplinary team, you will plan, develop, implement, and evaluate general...
-
Financial Planner
7 days ago
Prince Albert, Canada RBC Full timeJob SummaryJob Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients in thePrince Albert, SK Market.You provide ongoing comprehensive reviews of your clients financial circumstances, creating long-term relationships through superior advice, financial planning...
-
Financial Planner
4 months ago
Prince Albert, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients in the Prince Albert, SK Market. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning...
-
Prince Albert, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner In the Prince Albert, SK Market, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your...
-
Accounting Clerk Ii
5 months ago
Prince George, Canada Prince George Public Library Full time**ROLE DESCRIPTION** The Accounting Clerk II performs a key practical and technical role within the Facilities & Finance department of the Prince George Public Library. Reporting to the Manager of Finance & Facilities, the Accounting Clerk II is responsible for the efficient day-to-day operation of the accounts receivable, fulfills purchasing requests from...
-
Prince Albert, Canada RBC Full timeJob Summary Job Description What is the opportunity? As an RBC Investment and Retirement Planner In the Prince Albert, SK Market , you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your...
-
Dean, School of Trades
7 months ago
Prince George, Canada College of New Caledonia (CNC) Full time**Description**: The Dean’s role is to provide their portfolio with academic leadership, to encourage excellence in teaching, to represent the portfolio to the College, to promote the development of the portfolio and its staff, and to manage its activities through the most effective and cost-efficient use of its resources, within the framework of the...
-
Side Hustle to Daily Income
3 weeks ago
Prince Albert, Canada AS True Grit Ranch Full timeThus side hustle, could turn into your full time gig!!Are you tired of living pay cheque to pay cheque?Do you want an extra income that pays daily?Do you already uses their phone, but want to find a way to turn your time into money?I have the solution for you!I have a step by step blueprint to financial freedom!I have a way to make a 6 figure daily pay...
