Bilingual Financial Planner in Montréal
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
Advance your career with TD Wealth as a Bilingual Financial Planner in Montréal, Quebec. Emphasizing comprehensive financial planning, this role seeks passionate professionals dedicated to client success.
As a Financial Planner, you will leverage your expertise in relationship management and business development to guide mass affluent clients in achieving their financial goals. Your problem-solving skills and entrepreneurial spirit will be essential in building long-term relationships and delivering personalized solutions. This position also requires analyzing financial programs and contributing to departmental goals through dedicated customer service.
Key Responsibilities:
- Identify client's financial and life goals through comprehensive reviews
- Conduct reporting and draw conclusions from relevant analyses
- Support team goals while enhancing customer service dedication
- Monitor service efficiency and facilitate continuous improvements
- Mentor colleagues and maintain risk management culture
Requirements:
- Financial planner diploma from the Institute of Financial Planning
- Canadian Securities Course or CFA Level 1
- 3-5 years of banking experience
- Bilingual in English and French for client needs
- CIRO license preferred within first 90 days
Excel in financial planning, relationship building, and client consultations with TD Wealth in Montréal.
-
Montreal, Quebec, Canada RBC Dominion Securities Inc. Full-timeBecome a vital part of RBC as a Bilingual Financial Planning Software Solutions Consultant in Montréal. You will support financial planning teams, ensuring seamless client service delivery.In this key role within the Family Office Services team, you will engage with various departments to offer top-notch planning solutions and foster a collaborative work...
-
Gestionnaire Financier chez HEC Montréal
5 hours ago
Montreal, Quebec, Canada HEC Montreal Full-timeBoostez vos compétences en gestion financière chez HEC Montréal. Ce poste exige une expertise en comptabilité, gestion de fonds, et travaille en mode hybride. Relevant de la Direction des finances, le chargé de gestion financière joue un rôle clé dans le suivi comptable et financier des fonds de HEC Montréal. Vous serez responsable de la...
-
Bilingual Financial Analyst
5 hours ago
Montreal, Quebec, Canada McCarthy Tétrault Full-timeJob Description McCarthy Tétrault is a leading Canadian law firm offering a full suite of legal and business solutions to clients in Canada and around the world. With offices in Toronto, Montréal, Québec City, Calgary and Vancouver, we provide challenging and rewarding career opportunities across the country. Recognized as one of Canada’s Top 100...
-
Directeur administratif et financier Montréal
2 hours ago
Montreal, Quebec, Canada Artemis Recrutement Full-timeRejoignez une entreprise de distribution industrielle à Montréal en tant que Directeur(trice) administratif(ve) et financier(ère). Vous superviserez les équipes comptables tout en guidant des projets administratifs clés. Nous recherchons un(e) Directeur(trice) administratif(ve) et financier(ère) pour une position en présentiel dans l'Ouest de...
-
Financial Planner
5 days ago
Montreal, Quebec, Canada TD Full-timeWork Location:Montréal, Quebec, CanadaHours:37.5Line of Business:TD WealthPay Details:70 000 $/$70,000 - 70 000 $/$70,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague...
-
Analyste Financier Marché des Capitaux Montréal
2 hours ago
Montreal, Quebec, Canada Avison Young Full-timeRejoignez Avison Young à Montréal comme Analyste Financier dans notre équipe dynamique des Marchés des Capitaux. Ce poste exige des compétences en analyse financière, en modélisation et en collaboration. Nous cherchons une personne motivée, orientée vers le détail, qui saura naviguer entre les parties prenantes internes et externes. Vous...
-
Analyste Financier
2 days ago
Montreal, Quebec, Canada Airbus Aircraft Full-timeJob Description: Analyste Financier / Financial Analyst ***English job description follows*** Description de l'emploi : Vous avez une expérience en planification de fin de mois et en états financiers, vous avez travaillé en finances ou vous souhaitez évoluer et développer de nouvelles compétences? Ce poste est pour vous ! Le programme d'avions...
-
Analyste Financier
3 days ago
Montreal, Quebec, Canada Airbus Full-timeJob Description Analyste Financier / Financial Analyst ***English job description follows*** Description De L'emploi Vous avez une expérience en planification de fin de mois et en états financiers, vous avez travaillé en finances ou vous souhaitez évoluer et développer de nouvelles compétences? Ce poste est pour vous ! Le programme d'avions...
-
Montreal, Quebec, Canada rbc Full-timeRBC in Montréal is seeking an Associate to support Financial Planners by preparing for client meetings and enabling effective delivery of credit, investments, and everyday banking solutions.You will help resolve client requests, maintain accurate records, and seek efficiencies to improve the client experience while building relationships across RBC teams....
-
Repair Planner
2 hours ago
Montreal, Quebec, Canada FTAI Aviation LLC Full-timeFTAI owns and maintains commercial jet engines with a focus on CFM56 and V2500 engines. FTAI’s propriety portfolio of products, including the Module Factory and a joint venture to manufacture engine PMA, enables it to provide cost savings and flexibility to our airline, lessor, and maintenance, repair, and operations customer base. Additionally, FTAI owns...
