Current jobs related to Financial Planning Specialist - Collingwood, Ontario - The Toronto-Dominion Bank (Canada)

  • Financial Planning Specialist

    3 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our team, you will be responsible for providing exceptional financial planning services to our clients, identifying opportunities to grow our business, and developing strong relationships with...

  • Financial Planning Specialist

    3 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our team, you will be responsible for providing exceptional financial planning services to our clients, identifying opportunities to grow our business, and developing strong relationships with...

  • Financial Planning Specialist

    4 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key...

  • Financial Planning Specialist

    4 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key...

  • Financial Planning Specialist

    4 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key...

  • Financial Planning Specialist

    4 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key...

  • Financial Planning Specialist

    4 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key...

  • Financial Planning Specialist

    4 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key...

  • Financial Planning Specialist

    4 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key...

  • Financial Planning Specialist

    4 weeks ago

    Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key...

  • Investment Advisor

    3 weeks ago

    Collingwood, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job OverviewRBC Dominion Securities Inc. is seeking a highly motivated and experienced Investment Advisor to join our team. As an Investment Advisor, you will be responsible for helping clients achieve their financial goals by providing expert advice and guidance on investment strategies.Key ResponsibilitiesBuild and maintain strong relationships with...

  • Senior Financial Specialist

    1 week ago

    Collingwood, Ontario, Canada Scotiabank Full time

    The role of Senior Financial Advisor at Scotiabank involves working with customers to understand their financial goals and develop personalized strategies to achieve them. As an essential member of the Canadian Banking Branch network, our focus is on providing exceptional service throughout the customer's journey.Key responsibilities include taking a...

  • Gift Planning Associate

    3 weeks ago

    Collingwood, Ontario, Canada TalentSphere Staffing Solutions Full time

    About the RoleWe are seeking a highly skilled Gift Planning Associate to join our team at a niche financial firm based in the Collingwood area. The ideal candidate will have experience in financial services or with a large charitable organization and will play a key role in supporting donor relations initiatives, managing the granting process, and providing...

  • Financial Manager

    3 weeks ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    Job OpportunityCollingwood General and Marine Hospital is seeking a highly skilled and experienced Financial Manager to join our team.About the RoleThe Financial Manager will be responsible for driving the execution of the hospital's financial strategy and related initiatives, assessing financial performance and health, and identifying risks and mitigation...

  • Accounting Specialist

    18 hours ago

    Collingwood, Ontario, Canada ChristieCummings Full time

    Job Title: Accounting SpecialistWe are seeking an experienced Accounting Specialist to join our team at Christie/Cummings. The successful candidate will be responsible for maintaining accurate financial records, preparing financial statements, and performing various accounting tasks.Responsibilities:• Maintaining general ledgers and financial statements•...

  • Estate Planning Consultant

    2 weeks ago

    Collingwood, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a key member of Wealth Management Services at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables...

  • Estate Planning Consultant

    4 weeks ago

    Collingwood, Ontario, Canada RBC Full time

    Job SummaryAs a key member of the Wealth Management Services team at RBC, you will work closely with Investment Advisors to provide expert consulting services to their clients. This role requires collaboration with tax and legal professionals to deliver integrated wealth management solutions to clients.Key ResponsibilitiesConduct client interviews and create...

  • Estate Planning Consultant

    4 weeks ago

    Collingwood, Ontario, Canada RBC Full time

    Job SummaryAs a key member of the Wealth Management Services team at RBC, you will work closely with Investment Advisors to provide expert consulting services to their clients. This role requires collaboration with tax and legal professionals to deliver integrated wealth management solutions to clients.Key ResponsibilitiesConduct client interviews and create...

  • Estate Planning Consultant

    3 weeks ago

    Collingwood, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a key member of the Wealth Management Services team, you will work closely with Investment Advisors to provide expert consulting services to their clients, leveraging your knowledge of Canadian legislation and estate planning strategies to deliver tailored solutions. This role requires collaboration with...

  • Financial Manager

    1 month ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    Career OpportunityCollingwood General and Marine Hospital (CGMH) is seeking a highly skilled and experienced Financial Manager to join our team. As a key member of our Corporate Services department, you will play a critical role in driving the execution of our financial strategy and related initiatives.About the RoleThe Financial Manager will be responsible...

Financial Planning Specialist

4 weeks ago

Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

About the Role:

We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities:

  • Identify client needs and develop comprehensive financial plans to meet their goals and objectives.
  • Provide ongoing portfolio management and investment advice to clients, ensuring their financial goals are aligned with their risk tolerance and investment objectives.
  • Develop and maintain strong relationships with clients, understanding their financial situations and providing tailored advice to meet their needs.
  • Collaborate with internal stakeholders to ensure seamless delivery of financial planning services to clients.
  • Stay up-to-date with market trends, regulatory changes, and industry developments to provide expert advice to clients.

Requirements:

  • University degree in a related field (e.g., finance, business, economics).
  • Minimum 3-5 years of experience in financial planning, wealth management, or a related field.
  • Canadian Securities Course (CSC) certification required.
  • IIROC license preferred.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Strong analytical and problem-solving skills, with the ability to provide expert financial planning advice.

What We Offer:

  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health, dental, and vision coverage.
  • A generous retirement savings plan.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.

How to Apply:

If you are a motivated and experienced financial planning professional looking for a new challenge, please submit your application, including your resume and a cover letter, to [insert contact information]. We thank all applicants for their interest; however, only those selected for an interview will be contacted.