20 meilleures offres (financial planner, calgary, ab) (à pourvoir)

Financial Planner - Sunridge
TD Bank —Calgary, AB
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Vente
- Service à la clientèle
- Finance
- Congés payés
Student Financial Planner
CDI College —Calgary, AB
- De 42 000 $ à 44 000 $ par an
- Embauche urgente
- Microsoft Outlook
- Vente
- Service à la clientèle
Financial Planner
BMO Financial Group —Calgary, AB
- De 45 500 $ à 84 500 $ par an
- Temps plein
- Analyse de données
- Développement commercial
- Esprit d'analyse
- Bourses d'Études
- Assurance Vie
il y a 13 jours
Wealth Advisor (Winnipeg & Multiple locations available)
Fidelity Investments —Calgary, AB
- De 100 000 $ à 140 000 $ par an
- Temps plein
- Télétravail
- Vente
- Anglais
- Baccalauréat
- Régimes de participation aux bénéfices
- Bourses d'Études
Financial Planner
Richardson Wealth Ltd —Calgary, AB
- Temps plein
- Anglais
- Finance
- Maîtrise
Postuler rapidement
il y a 7 jours
Claims Consultant, Specialty (E+O/D+O/Commercial Crime)
Intact —Calgary, AB
- 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
Financial Advisor, Investment & Retirement Planning - Brentwood Road
Scotiabank —Calgary, AB
- Vente
- Services financiers
il y a 6 jours
Financial Planner
Raymond James Financial, Inc. —Cochrane, AB
- De 75 000 $ à 90 000 $ par an
- Temps plein
- Capacités de présentation
- Gestion du temps
- Analytique
- Bourses d'Études
- Congés payés
Senior Financial Planner
National Bank of Canada —Calgary, AB
- Temps plein
- Travail hybride
- Anglais
- Développement commercial
- Baccalauréat
- Programmes de Bien-être
- Programme d'Aide aux Employés
Senior Financial Planner - Wealth Management
BDO —Calgary, AB
- Temps plein
- Recherche
- Microsoft Office
- Finance
- Congés payés
Retirement Consultant
Sun Life —Calgary, AB
- De 60 000 $ à 97 000 $ par an
- Temps plein
- Travail hybride
- Baccalauréat
- Services financiers
- Compétences en communication
- Assurance Invalidité
- Assurance Dentaire
Claims Consultant, Specialty - Property and Builder’s Risk
Intact —Calgary, AB
- De 118 700 $ à 145 100 $ par an
- Temps plein
- Travail hybride
- Baccalauréat
- Déplacements à prévoir
- Mentorat
- Plan d'actionnariat des employés
Financial Planner, Scotia Financial Planning - Calgary
Scotiabank —Calgary, AB
- Développement commercial
- Déplacements à prévoir
- Services financiers
Financial Planning Specialist
Royal Bank of Canada —Calgary, AB
- Temps plein
- Microsoft Office
- Développement commercial
- Esprit d'analyse
Investment Specialist
BMO Financial Group —Calgary, AB
- De 38 500 $ à 71 000 $ par an
- Temps plein
- Service à la clientèle
- Développement commercial
- Esprit d'analyse
- Bourses d'Études
- Assurance Vie
Associate Investment Advisor
TD Bank —Calgary, AB
- De 42 500 $ à 57 500 $ par an
- Temps plein
- Développement commercial
- Baccalauréat
- Amélioration continue
- Congés payés
Senior Wealth Management Advisor / Certified Financial Planner (CFP)
Griffith & Associates Financial & Estate Planning Services Ltd —Calgary, AB
- Temps plein
- Finance
- Développement commercial
- Capacités de présentation
Postuler rapidement
Advisor Internship Program (AIP) (Calgary/Edmonton/Saskatoon)
Raymond James Financial, Inc. —Calgary, AB
- À partir de 60 000 $ par an
- Temporaire
- Finance
- Développement commercial
- Capacités de présentation
- Bourses d'Études
- Congés payés
Wealth & Tax Planning Consultant, Agriculture - Advanced Planning Services
Scotiabank —Calgary, AB
- Finance
- Saisie de données
- Diplôme d'associé
il y a 7 jours
Wealth Advisor
BDO —Calgary, AB
- Temps plein
- Vente
- Finance
- Maîtrise
- Congés payés

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Student Financial Planner
CDI College —Calgary, AB
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Senior Financial Planner - Wealth Management
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Other Financial Planning tasks including but not limited to; meeting preparation, RRSP, RESP and TFSA account tracking, research assignments, preparing report…

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Fidelity Investments —Toronto, ON
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The Co-operators - Goutsouliak & Associates Inc —Thornhill, ON
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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial planner (calgary, ab)

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Financial Planner - Sunridge

TD Bank
Calgary, AB

Postuler dès maintenant

Détails du poste

Temps plein

Avantages

Congés payés

Compétences

Investissement
Développement des relations avec la clientèle
Expérience en conseil financier
Vente
Service à la clientèle
Développement des relations avec la clientèle
Finance
Développement commercial
CFP
Baccalauréat
Amélioration continue
Service à la clientèle
Gestion des risques
Mentorat
Orientation axée sur le service à la clientèle
Prospection
Services financiers
Consultation auprès de la clientèle
Compétences en communication
Interaction avec les clients

Description complète du poste

Work Location:

Calgary, Alberta, 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:

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.

We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.

Job Description:

Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.

With a focus on relationship management, advice and business development, you will:

Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services
Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
Contribute to team and department goals while strengthening customer service and dedication
Monitor service, productivity and assess efficiency and implement continuous improvements
Be knowledgeable of best practices and procedures and stay ahead of emerging trends
Acquire and apply expertise, provide mentorship, assistance and direction to others
Maintain a culture of risk management and control, supported by aligned risk appetite
Participate fully as a member of the team, support a positive and service-oriented work environment

Educational Requirements:

University Degree (preferred)
3 – 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred)
CIRO Registered Representative (RR) license within first 120 days in role
Achieve Certified Financial Planner (CFP) designation within first 3 years in role
CFP Eligibility requirements: University Degree OR meet one of the following:
- Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying
- Up to 10 years of qualifying work experience

Skills you will require:

Passion for financial planning and driven to help clients reach their financial & life goals
Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development
Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment
You have excellent people and problem-solving skills that help you build and maintain client relationships
Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationship

#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):

Sans Objet

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