Current jobs related to Financial Planner - Québec, Quebec - The Toronto-Dominion Bank (Canada)

  • Financial Planner

    4 weeks ago

    Québec, Quebec, Canada Scotiabank Full time

    Financial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team in Québec City. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned clients, including...

  • Financial Planner

    4 weeks ago

    Québec, Quebec, Canada Scotiabank Full time

    Financial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team in Québec City. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned clients, including...

  • Financial Planner

    2 months ago

    Québec, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct in-depth financial planning and analysis to identify...

  • Financial Planner

    2 months ago

    Québec, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct in-depth financial planning and analysis to identify...

  • Senior Financial Planner

    2 weeks ago

    Québec, Quebec, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As a Financial Planner, you will be responsible for managing and growing a portfolio of mass affluent clients.Key ResponsibilitiesProvide comprehensive financial planning advice and help clients achieve their long-term goals.Actively maintain and expand...

  • Financial Planner Relationship Manager

    4 weeks ago

    Québec, Quebec, Canada Royal Bank of Canada Full time

    Job Title: Financial Planner RelationshipJob Summary:We are seeking a skilled Financial Planner Relationship to join our team at Royal Bank of Canada. As a Financial Planner Relationship, you will be responsible for managing and growing a portfolio of mass affluent clients, providing comprehensive financial planning advice, and building long-term...

  • Financial Planner Relationship Manager

    4 weeks ago

    Québec, Quebec, Canada Royal Bank of Canada Full time

    Job Title: Financial Planner RelationshipJob Summary:We are seeking a skilled Financial Planner Relationship to join our team at Royal Bank of Canada. As a Financial Planner Relationship, you will be responsible for managing and growing a portfolio of mass affluent clients, providing comprehensive financial planning advice, and building long-term...

  • Financial Planner Relationship Manager

    4 weeks ago

    Québec, Quebec, Canada Royal Bank of Canada Full time

    Job Title: Financial Planner RelationshipJob Summary:We are seeking a skilled Financial Planner Relationship to join our team at Royal Bank of Canada. As a Financial Planner Relationship, you will be responsible for managing and growing a portfolio of mass affluent clients, providing comprehensive financial planning advice, and building long-term...

  • Financial Planner Relationship Manager

    4 weeks ago

    Québec, Quebec, Canada Royal Bank of Canada Full time

    Job Title: Financial Planner RelationshipJob Summary:We are seeking a skilled Financial Planner Relationship to join our team at Royal Bank of Canada. As a Financial Planner Relationship, you will be responsible for managing and growing a portfolio of mass affluent clients, providing comprehensive financial planning advice, and building long-term...

  • Financial Planner, Québec City

    3 weeks ago

    Québec, Quebec, Canada Scotiabank Full time

    Job Title: Financial Planner, Québec CityAt Scotiabank, we're committed to helping our clients achieve their financial goals. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct comprehensive financial...

  • Financial Planner, Quebec City

    2 months ago

    Québec, Quebec, Canada Scotiabank Full time

    Role SummaryWe are seeking a skilled Financial Planner to join our team in Quebec City. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning,...

  • Financial Planner, Quebec City

    2 months ago

    Québec, Quebec, Canada Scotiabank Full time

    Role SummaryWe are seeking a skilled Financial Planner to join our team in Quebec City. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning,...

  • Financial Planner and Investment Strategist

    3 weeks ago

    Québec, Quebec, Canada Royal Bank of Canada Full time

    Job Opportunity:As a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and sales skills to provide world-class advice and...

  • Financial Planner Relationship Specialist

    1 month ago

    Québec, Quebec, Canada Royal Bank of Canada Full time

    Job DescriptionOpportunity OverviewAs a Financial Planner Relationship Manager at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning...

  • Financial Planner Relationship Specialist

    1 month ago

    Québec, Quebec, Canada Royal Bank of Canada Full time

    Job DescriptionOpportunity OverviewAs a Financial Planner Relationship Manager at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning...

  • Senior Financial Consultant

    2 months ago

    Québec, Quebec, Canada MD Financial Management Full time

    About the RoleThis is a challenging and rewarding opportunity to join MD Financial Management as a Senior Financial Consultant. As a key member of our team, you will play a critical role in providing expert financial advice to our clients.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with clients, understanding...

  • Senior Financial Consultant

    2 months ago

    Québec, Quebec, Canada MD Financial Management Full time

    About the RoleThis is a challenging and rewarding opportunity to join MD Financial Management as a Senior Financial Consultant. As a key member of our team, you will play a critical role in providing expert financial advice to our clients.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with clients, understanding...

  • Senior Financial Consultant

    2 weeks ago

    Québec, Quebec, Canada MD Financial Management Full time

    Are you a seasoned financial professional looking to take your career to the next level? We're seeking a highly skilled Senior Financial Consultant to join our team at MD Financial Management.Key Responsibilities:Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.Facilitate a...

  • Senior Financial Consultant

    1 month ago

    Québec, Quebec, Canada MD Financial Management Full time

    {"title": "Senior Financial Consultant", "description": "Job SummaryAs a Senior Financial Consultant at MD Financial Management, you will play a key role in providing expert financial advice to clients. Your primary responsibility will be to champion a customer-focused culture, deepening client relationships and leveraging broader Bank relationships,...

  • Senior Financial Consultant

    1 month ago

    Québec, Quebec, Canada MD Financial Management Full time

    {"title": "Senior Financial Consultant", "description": "Job SummaryAs a Senior Financial Consultant at MD Financial Management, you will play a key role in providing expert financial advice to clients. Your primary responsibility will be to champion a customer-focused culture, deepening client relationships and leveraging broader Bank relationships,...

Financial Planner

2 months ago

Québec, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time
Job Summary

We are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Conduct in-depth financial assessments to identify clients' financial goals and objectives
  • Develop and implement personalized financial plans to help clients achieve their goals
  • Provide ongoing financial planning and advice to clients, including investment and retirement planning
  • Build and maintain strong relationships with clients, understanding their financial needs and goals
  • Stay up-to-date with industry trends and best practices in financial planning
Requirements
  • IQPF licensing required prior to start date
  • Canadian Securities Course (CSC) required
  • 3 to 5 years of banking experience
  • Proficiency in English and French
Preferred Qualifications
  • CIRO license preferred (required within first 90 days in role)
  • Complete Conduct & Practices Handbook (CPH) within first 90 days in role
  • Complete Wealth Management Essentials (WME) within first 30 months in role
  • Deep understanding of the industry, competitive landscape and economic market issues
About Us

TD is one of the world's leading global financial institutions, with a long history of innovation and customer service. We are committed to delivering legendary customer experiences and building a better bank for our customers, colleagues, and communities.

We offer a comprehensive total rewards package, including a competitive salary, variable compensation, and a range of benefits and perks. Our colleagues enjoy a dynamic and inclusive work environment, with opportunities for career growth and development.

If you are a motivated and customer-focused professional with a passion for financial planning, we encourage you to apply for this exciting opportunity.