Strategic Financial Planner
1 month ago
Job Summary:
We are seeking a highly skilled and experienced Financial Planner to join our team at TD Bank. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients. This is a fantastic opportunity to utilize your expertise and build long-term relationships with our clients.
Key Responsibilities:
- Provide financial planning and advice to clients, identifying their life and financial goals and developing comprehensive plans to achieve them
- Build and maintain strong relationships with clients, providing ongoing services and support to ensure their financial goals are met
- Conduct regular reviews and analysis to assess the effectiveness of plans and make recommendations for improvement
- Collaborate with colleagues to achieve team and department goals, while maintaining a positive and service-oriented work environment
- Stay up-to-date with industry trends and best practices, applying this knowledge to provide expert advice to clients
Requirements:
- University degree and/or 3-5 years of 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
- Strong communication and interpersonal skills, with ability to work collaboratively and independently
About TD Bank:
TD Bank is one of the world's leading global financial institutions, with a commitment to delivering legendary customer experiences. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities, and colleagues. As a colleague at TD Bank, you will have access to regular leadership and development conversations, training programs, and a competitive benefits plan to support your growth and well-being.
What We Offer:
- Competitive base salary and variable compensation
- Comprehensive health and well-being benefits
- Retirement savings plan and other savings programs
- Paid time off and banking benefits
- Opportunities for career development and advancement
How to Apply:
If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application. We look forward to hearing from you.
-
Financial Planner, Kingston
1 month ago
Kingston, Ontario, Canada Scotiabank Full timeFinancial Planner Role at ScotiabankAt 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 planning...
-
Financial Planner, Kingston
1 month ago
Kingston, Ontario, Canada Scotiabank Full timeRole SummaryAs 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. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct comprehensive financial...
-
Kingston, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryRole DescriptionAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.Key...
-
Senior Financial Analyst
1 week ago
Kingston, Ontario, Canada THE EMPIRE LIFE INS. CO Full timeEmpire Life Insurance Company Seeks Experienced Financial AnalystWe are seeking a skilled Financial Analyst to join our Corporate Development Finance team.This is an excellent opportunity for a detail-oriented professional with strong analytical skills and business acumen to support activities relating to commercial and consumer loans and block acquisitions....
-
Financial Planning Expert
1 month ago
Kingston, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob DescriptionWe are seeking a highly skilled Financial Planner to join our team at TD Wealth Management. As a Financial Planner, you will be responsible for providing comprehensive financial planning expertise to our clients, building long-term relationships, and delivering exceptional customer service.Key Responsibilities:Identify client goals, provide...
-
Financial Planning Expert
4 weeks ago
Kingston, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob 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 mass affluent investing clients.Key ResponsibilitiesIdentify clients' life and financial goals, provide comprehensive reviews, and...
-
Kingston, Ontario, Canada Queen's University Full timeAbout Queen's UniversityAs a leading Canadian research-intensive university, Queen's offers a transformative student learning experience. With diverse opportunities in various fields, including globally recognized research, faculty administration, engineering & construction, athletics & recreation, and more, we provide an engaging employment experience.We...
-
Strategic Leadership Position
1 month ago
Kingston, Ontario, Canada beBee Professionals Full time $80,000 - $120,000We are seeking a Strategic Leadership Position to oversee the daily operations of our organization in Kingston, Canada. In this role, you will drive profitability and ensure high levels of customer satisfaction by developing and implementing business strategies to achieve financial targets.Key Responsibilities:Develop and implement business strategies to...
-
Strategic Development Coordinator
2 weeks ago
Kingston, Ontario, Canada Queen's University Full timeWe are seeking a highly skilled and experienced Strategic Development Coordinator to join our team at Queen's University. This is an exciting opportunity for someone who is passionate about fundraising, communications, and strategy.Key Responsibilities:Develop and implement strategic plans to enhance the university's fundraising and communications...
-
Financial Services Professional
1 week ago
Kingston, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Services Professional to join our Wealth Management team. This role is responsible for providing comprehensive financial planning and advice to mass affluent investing clients.About the RoleThis position involves identifying client life and financial goals, providing comprehensive reviews,...
-
Strategic Operations Manager Position
7 days ago
Kingston, Ontario, Canada Academy of Learning College Full timeJob Title: Strategic Operations Manager PositionWe are seeking an experienced and skilled Strategic Operations Manager to join our team at the Academy of Learning College.About the RoleThe successful candidate will be responsible for allocating resources, coordinating work, and establishing objectives for the organization. This role requires strong...
-
Strategic Operations Executive
1 week ago
Kingston, Ontario, Canada BGIS Full timeAbout UsBGIS is a leading provider of customized facility management and real estate services with a global presence. Our team of over 10,000 professionals worldwide enables innovation through the services we deliver. We actively seek new opportunities that drive business growth for our clients. Globally, we manage over 320 million square feet of client...
-
Financial Planning Professional
1 week ago
Kingston, Ontario, Canada Scotiabank Full timeAbout This RoleWe are seeking an experienced Financial Planning Professional to join our team in Kingston, Ontario. As a key member of our wealth management team, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Job DescriptionThis role involves focusing on...
-
Strategic Sales Director
3 weeks ago
Kingston, Ontario, Canada Boston Pizza Kingston West Full timeBoston Pizza Kingston West Job DescriptionWe are seeking a highly skilled and experienced Strategic Sales Director to join our dynamic team!The ideal candidate will possess excellent leadership skills and have a proven track record of driving sales growth, managing budgets, and developing effective marketing strategies.Key ResponsibilitiesDevelop and...
-
Strategic Pension Fund Partner
2 weeks ago
Kingston, Ontario, Canada ZSA Legal Recruitment Full timeAbout Our ClientOur client, one of the most prestigious firms in Canada, is renowned for its comprehensive Pension Funds Department. This esteemed organization is looking to bolster its team with an experienced Pensions Partner/Counsel as part of a strategic growth plan.Job SummaryThe ideal candidate will possess expertise in advising public and...
-
Kingston, Ontario, Canada Royal Bank of Canada> Full timeAbout this OpportunityThis is an exciting chance for talented professionals to showcase their skills and interest in current and future Investment and Retirement Planner roles within our Kingston communities. We are looking for individuals with a minimum of 2-3 years of licensed mutual fund sales experience, holding a Financial Planning designation (CFP or...
-
Supply Chain Financial Strategist
1 week ago
Kingston, Ontario, Canada Pixel & Atom Full timeJob Title: Supply Chain Financial StrategistWe are seeking a highly skilled and experienced Controller to join our team at Pixel & Atom. This role will provide strategic and financial leadership within the company, reporting directly to the President.About the Role:Lead and execute full-cycle accounting, including preparation of financial statements, budget...
-
Strategic Operations Coordinator
1 week ago
Kingston, Ontario, Canada Dexterra Group Full timeCompany OverviewDexterra Group is a leading provider of exceptional customer experiences that drive business growth and success.About the RoleWe are seeking an experienced Operations Manager to join our team in Canadian Forces Base Kingston. This key role will provide strategic support to our service delivery operations, ensuring seamless execution of our...
-
Strategic Asset Management Lead
2 weeks ago
Kingston, Ontario, Canada Webber Full time**Job Summary**We are seeking a highly skilled Strategic Asset Management Lead to join our team at Webber Infrastructure Management Canada Limited.The successful candidate will provide structure, support, and leadership to our project teams, ensuring the delivery of high-quality projects that meet our clients' needs.**Key Responsibilities**Proactively...
-
Financial Leadership Position
1 month ago
Kingston, Ontario, Canada Pixel & Atom Full timeWe are seeking a highly skilled Controller to lead our Kingston-based automotive client's financial operations across Canada. This role will report directly to the President and provide strategic and financial leadership within the company.Key Responsibilities:Lead and execute full-cycle accounting, including preparation of financial statements, budget...