11 meilleures offres (financial planner, oshawa on) (à pourvoir)

Associate Planner - Bowmanville
TD Bank —Bowmanville, ON
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Vente
- Développement commercial
- Baccalauréat
- Congés payés
Financial Planner, Investment & Retirement Planning
Royal Bank of Canada —Scugog, ON
- Temps plein
- Vente
- Développement commercial
- Compétences en informatique
- Heures d'arrivée et de départ flexibles
Investment and Retirement Planning Associate
Royal Bank of Canada —Scugog, ON
- Temps plein
- Microsoft Office
- Compétences en communication
- Vente au détail
Claims Consultant, Specialty - Property and Builder’s Risk
Intact —Ajax, ON
- De 118 700 $ à 145 100 $ par an
- Temps plein
- Travail hybride
- Baccalauréat
- Déplacements à prévoir
- Mentorat
- Plan d'actionnariat des employés
Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario
Scotiabank —Oshawa, ON
- Vente
- Services financiers
Financial Planner - Investment and Retirement Planner
Royal Bank of Canada —Pickering, ON
- Temps plein
- Vente
- Développement commercial
- Compétences en informatique
- Heures d'arrivée et de départ flexibles
il y a 3 jours
Commercial Field Adjuster, Property Large Loss (North GTA)
Intact —Ajax, ON
- De 118 700 $ à 145 100 $ par an
- Temps plein
- Travail hybride
- Service à la clientèle
- Baccalauréat
- Déplacements à prévoir
- Programmes de Bien-être
il y a 3 jours
Investment Advisor
Royal Bank of Canada —Oshawa, ON
- Temps plein
- Développement commercial
- Services financiers
- Affaires
Claims Consultant, Specialty (E+O/D+O/Commercial Crime)
Intact —Ajax, ON
- De 118 700 $ à 145 100 $ par an
- Temps plein
- Travail hybride
- Service à la clientèle
- Baccalauréat
- Gestion d'équipe
- Plan d'actionnariat des employés
Manager, Associates
Royal Bank of Canada —Whitby, ON
- Temps plein
- Développement commercial
- Amélioration continue
- Gestion d'équipe
il y a 7 jours
Mobile Mortgage Specialist I
TD Bank —Pickering, ON
- Temps plein
- Service à la clientèle
- Développement commercial
- Congés payés
il y a 11 jours

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The Co-operators - Goutsouliak & Associates Inc —Thornhill, ON
You will travel occasionally and are required to have your own vehicle, valid driver’s license, and insurance.
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Financial Advisor - Automotive Financial Advisor (Sales)
Approval Genie —Whitby, ON
*Valid Driver’s license in good standing and clean driver’s abstract required*. *Be knowledgeable of provincial regulations regarding finance and the fair…
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il y a 3 jours

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Financial Planner
The Co-operators - Goutsouliak & Associates Inc —Thornhill, ON
You will travel occasionally and are required to have your own vehicle, valid driver’s license, and insurance.
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Portfolio Manager
The Successful Investor —North York, ON
Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.
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Associate Planner - Bowmanville

TD Bank -
Bowmanville, ON

Postuler dès maintenant

Détails du poste

Temps plein
De 60 000 $ à 70 000 $ par an

Profil recherché

Investissement
Développement des relations avec la clientèle
Vente
Développement des relations avec la clientèle
Développement commercial
CFP
Baccalauréat
Évaluation des résultats axée sur les données
Amélioration continue
Gestion des risques
Mentorat
Orientation axée sur le service à la clientèle
Services financiers
Consultation auprès de la clientèle
Compétences en communication
Interaction avec les clients

Description complète du poste

Work Location:

Bowmanville, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$60,000 - $70,000 CAD

This 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 experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Join Our Team as a Financial Planner

Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and aspirations.

In this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth. Your responsibilities will include:

Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance
Leveraging data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices
Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiatives
Staying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning
Sharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment
Upholding a strong culture of risk management and control, aligned with the organization’s risk appetite
Engaging fully as a valued team member and contributing to a positive, service-oriented workplace

What We’re Looking For

Bachelor’s degree preferred
3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred)
Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed
Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.
CFP Eligibility requirements: University Degree OR meet one of the following:
- Up to 10 years of qualifying work experience
- Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying

Key Skills That Set You Apart

A genuine passion for financial planning and a drive to help clients realize their financial and life goals
An entrepreneurial mindset with experience in business development, networking, and high-value sales
A comprehensive understanding of the industry landscape, economic trends, and regulatory requirements
Exceptional interpersonal and problem-solving abilities for building lasting client relationships
Excellent communication skills, with the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others

If you’re ready to shape your future while supporting others on their financial journey, we invite you to apply and grow with us.

#LI-Wealth

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

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financial planner emplois - oshawa on

Associate Planner - Bowmanville

Financial Planner, Investment & Retirement Planning

Investment and Retirement Planning Associate

Claims Consultant, Specialty - Property and Builder’s Risk

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

Financial Planner - Investment and Retirement Planner

Commercial Field Adjuster, Property Large Loss (North GTA)

Investment Advisor

Claims Consultant, Specialty (E+O/D+O/Commercial Crime)

Manager, Associates

Mobile Mortgage Specialist I

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