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

  • Financial Planner

    4 weeks ago

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

    Job DescriptionJob Title: Financial PlannerJob Summary:We are seeking a highly skilled and experienced 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...

  • Financial Planner

    4 weeks ago

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

    Job DescriptionJob Title: Financial PlannerJob Summary:We are seeking a highly skilled and experienced 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...

  • Financial Planner

    4 weeks ago

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

    About the Role: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 to achieve their financial goals and objectives.Key Responsibilities:Conduct thorough financial needs analyses to identify...

  • Financial Planner

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at National Bank. As a Financial Planner, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct financial needs assessments and develop personalized...

  • Financial Planner

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at National Bank. As a Financial Planner, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct financial needs assessments and develop personalized...

  • Financial Planner

    3 weeks ago

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

    About the RoleWe 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

    1 month ago

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

    Job Title: Financial PlannerWe 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 financial needs assessments and develop...

  • Financial Planner

    1 month ago

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

    Job Title: Financial PlannerWe 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 financial needs assessments and develop...

  • Financial Planner

    3 weeks ago

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

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). 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 assessments to...

  • Financial Planner

    2 months ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Financial PlannerJoin National Bank as a Financial Planner and take on a challenging role that requires expertise in financial planning and advisory services. As a key member of our team, you will be responsible for advising clients on their financial needs and creating personalized financial plans to meet their goals.Your Key...

  • Financial Planner

    2 months ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Financial PlannerJoin National Bank as a Financial Planner and take on a challenging role that requires expertise in financial planning and advisory services. As a key member of our team, you will be responsible for advising clients on their financial needs and creating personalized financial plans to meet their goals.Your Key...

  • Financial Planner

    1 month ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Financial PlannerAs a Financial Planner at NBC, you will play a vital role in helping clients achieve their financial goals. You will work closely with the team to develop personalized financial plans that meet the unique needs and objectives of each client.Key Responsibilities:Develop and implement comprehensive financial plans that address...

  • Financial Planner

    1 month ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Financial PlannerAs a Financial Planner at NBC, you will play a vital role in helping clients achieve their financial goals. You will work closely with the team to develop personalized financial plans that meet the unique needs and objectives of each client.Key Responsibilities:Develop and implement comprehensive financial plans that address...

  • Financial Planner

    4 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Financial PlannerAs a Financial Planner at NBC, you will play a vital role in helping clients achieve their financial goals. You will work closely with the team to develop personalized financial plans that meet the unique needs and objectives of each client.Your key responsibilities will include:Identifying clients' investment and financing needs...

  • Financial Planner Expert

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Financial PlannerAs a Financial Planner at National Bank, you will play a key role in helping clients achieve their financial goals. Your expertise will be sought after to provide personalized financial plans, tailored to meet the unique needs of each client.Key Responsibilities:Identify clients' investment and financing needs to draft a...

  • Financial Planner, Downtown Montreal

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Financial Planner OpportunityRequisition ID: 201233We are seeking a skilled Financial Planner to join our team in Downtown Montreal. 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...

  • Financial Planner, Downtown Montreal

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Financial Planner Job DescriptionWe are seeking a skilled Financial Planner to join our team in Downtown Montreal. 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,...

  • Financial Planner Downtown Montreal

    2 months ago

    Montreal, Quebec, Canada Scotiabank Full time

    Financial Planner OpportunityRequisition ID: 201233We are seeking a skilled Financial Planner to join our team in Downtown Montreal. 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.Key Responsibilities:Conduct in-depth reviews for assigned...

  • Financial Planner Downtown Montreal

    2 months ago

    Montreal, Quebec, Canada Scotiabank Full time

    Financial Planner OpportunityRequisition ID: 201233We are seeking a skilled Financial Planner to join our team in Downtown Montreal. 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.Key Responsibilities:Conduct in-depth reviews for assigned...

  • Financial Planner, Downtown Montreal

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Financial Planner Job DescriptionWe are seeking a skilled Financial Planner to join our team in Downtown Montreal. 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,...

Financial Planner

2 months ago

Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time
Poste de Planificateur Financier

Description

En tant que membre de l'équipe de planification financière de TD, vous contribuerez à aider nos clients à atteindre leurs objectifs financiers et à établir une stratégie de patrimoine personnalisée. Vous travaillerez en étroite collaboration avec nos clients pour comprendre leurs besoins et leurs objectifs, et vous leur proposerez des solutions de planification financière innovantes et personnalisées.

Responsabilités
  • Déterminer les objectifs financiers et le style de vie de vos clients, fournir des évaluations exhaustives et bâtir des relations à long terme grâce à une expertise en planification financière, en établissement de relations et en prestation de services continue.
  • Réaliser des analyses pertinentes, produire des rapports et tirer des conclusions des résultats obtenus; formuler des recommandations et évaluer l'efficacité des programmes, des politiques et des pratiques de manière continue.
  • Contribuer à l'atteinte des objectifs de l'équipe et du service en renforçant la qualité du service à la clientèle et en faisant preuve de dévouement.
  • Superviser le service et la productivité; évaluer l'efficacité et mettre en œuvre des améliorations de manière continue.
  • Connaître les pratiques exemplaires et les procédures et être au courant des nouvelles tendances.
  • Acquérir des connaissances spécialisées et les mettre à profit pour offrir du mentorat, de l'aide et de l'orientation.
  • Entretenir une culture de gestion et de contrôle du risque soutenue par une appétence au risque harmonieuse.
  • Participer pleinement en tant que membre de l'équipe et promouvoir un milieu de travail positif axé sur le service.
Compétences requises
  • Vif intérêt pour la planification financière et détermination à aider les clients à atteindre leurs objectifs financiers et leurs objectifs de vie.
  • Fibre entrepreneuriale pour chercher des occasions externes de développement des affaires en réseautant, et expérience en ventes à valeur élevée et en développement des affaires.
  • Connaissances approfondies du secteur, de la concurrence, du cadre réglementaire ainsi que des enjeux relatifs aux marchés et à l'économie.
  • Excellentes aptitudes relationnelles et compétences en résolution de problèmes mises à profit pour établir et entretenir des relations avec la clientèle.
  • Excellentes compétences en communication et capacité à travailler en équipe et de façon autonome, à offrir de l'aide et à établir des relations.
Requis
  • Diplôme de planificateur(-trice) financier(-ière) décerné par l'Institut de planification financière avant la date d'entrée en fonction.
  • Réussite du Cours sur le commerce des valeurs mobilières au Canada (CCVM) OU CFA 1 (ou plus) avant la date d'entrée en fonction.
  • Trois à cinq années d'expérience dans le domaine bancaire.
  • Bilinguisme (français et anglais) requis afin de servir la clientèle anglophone de la collectivité.
Utiles
  • Accréditation de l'OCRI (ou obtention de l'accréditation dans les 90 jours suivant la date d'entrée en fonction).
  • Réussite du Cours relatif au Manuel sur les normes de conduite (MNC) dans les 90 jours suivant la date d'entrée en fonction.
  • Réussite du cours Notions essentielles sur la gestion de patrimoine (NEGP) dans les 30 mois suivant l'entrée en fonction.
  • Compréhension approfondie du milieu, des concurrents et des enjeux relatifs à l'économie et au marché.
  • Excellentes compétences en communication en vue de travailler en équipe et de façon autonome, d'offrir des services d'aide et d'établir des relations.