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Financial Planner

2 months ago

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

Nous recherchons un Patrimoine Gestionnaire expérimenté pour rejoindre notre équipe de planification financière. Vous serez chargé de déterminer les objectifs financiers et le style de vie de nos clients, de fournir des évaluations exhaustives et de bâtir des relations à long terme grâce à une expertise en planification financière, en établissement de relations et en prestation de services continue.

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.