25 meilleures offres (financial planner) (à pourvoir)

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Senior Financial Advisor - Abitibi-Témiscamingue
CIBC —Val-d'Or, QC
- Temps plein
Associate, Financial Planner
Canaccord Genuity Corp. —Oakville, ON
- De 75 000 $ à 80 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Financial Planner Relationship Intern
Royal Bank of Canada —Gatineau, QC
- Temps plein
- Développement commercial
il y a 7 jours
Financial Services Administrator
Canadian Armed Forces —La Baie, QC
- De 4 337 $ à 6 413 $ par mois
- Temps partiel
- Pas d'expérience requise
- Anglais
- Assurance Dentaire
- Congés payés
Financial Services Administrator
Canadian Armed Forces —Borden, ON
- De 4 337 $ à 6 413 $ par mois
- Temps partiel
- Pas d'expérience requise
- Anglais
- Assurance Dentaire
- Congés payés
Wealth Advisor/Financial Planner
Fidelity Investments —Vancouver, BC
- De 100 000 $ à 140 000 $ par an
- Temps plein
- Télétravail
- Bilingue
- Anglais
- Baccalauréat
- Régimes de participation aux bénéfices
- Bourses d'Études
Financial Planner, Relationship Manager
Royal Bank of Canada —Regina, SK
- Temps plein
- Développement commercial
il y a 12 jours
Financial Service Representative
National Bank of Canada —Ville de Québec, QC
- Temps plein
- Travail hybride
- Service à la clientèle
- Expérience administrative
- Diplôme d'études secondaires
- Programmes de Bien-être
- Programme d'Aide aux Employés
il y a 8 jours
Bilingual Virtual Financial Advisor (Hybrid)
Morgan Stanley —Montréal, QC
- De 80 000 $ à 95 000 $ par an
- Temps plein
- Télétravail
- Microsoft Powerpoint
- Bilingue
- Microsoft Word
Financial Planner
National Bank of Canada —Ville de Québec, QC
- Temps plein
- Travail hybride
- Développement commercial
- Baccalauréat
- Leadership
- Programmes de Bien-être
- Programme d'Aide aux Employés
Associate Wealth Advisor / Financial Planner
Royal Bank of Canada —Vancouver, BC
- De 40 000 $ à 60 000 $ par an
- Temps plein
- Microsoft Office
- Finance
- Esprit d'analyse
Financial Plan Review Consultant - Remote
CIBC —Toronto, ON
- Temps plein
- Télétravail
- Compétences rédactionnelles
- En présentiel
- Compétences en communication
il y a 6 jours
Financial Planner - Abbotsford
TD Bank —Abbotsford, BC
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Vente
- Finance
- Développement commercial
- Congés payés
il y a 8 jours
Associate Financial Planner
Coast Capital Savings —Burnaby, BC
- De 55 000 $ à 66 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Excel
- Finance
il y a 9 jours
Financial Planner Relationship
Royal Bank of Canada —Longueuil, QC
- Temps plein
- Bilingue
- Anglais
- Développement commercial
il y a 5 jours
Associate Planner, Direct
TD Bank —Toronto, ON
- De 59 500 $ à 84 000 $ par an
- Temps plein
- Finance
- Baccalauréat
- Compétences en communication
- Congés payés
Financial Planner
Royal Bank of Canada —Yarmouth, NS
- Temps plein
Relationship Financial Planner, Asian Market
Royal Bank of Canada —Montréal, QC
- Temps plein
- Bilingue
- Anglais
- Développement commercial
il y a 5 jours
Financial Planner (Evergreen)
Raymond James Financial, Inc. —Toronto, ON
- De 75 000 $ à 90 000 $ par an
- Temps plein
- Microsoft Office
- Diplôme universitaire non requis
- Déplacements à prévoir
- Plan d'actionnariat des employés
- Bourses d'Études
Financial Planner
National Bank of Canada —Chicoutimi, QC
- Temps plein
- Développement commercial
- Baccalauréat
- Affaires
- Programmes de Bien-être
- Programme d'Aide aux Employés
Senior Financial Planner
Raymond James Financial, Inc. —Kelowna, BC
- De 115 000 $ à 125 000 $ par an
- Temps plein
- Microsoft Office
- Finance
- Capacités de présentation
- Plan d'actionnariat des employés
- Bourses d'Études
Financial Planning Analyst, Technology & AI
Confidential —London, ON
- De 56 991,80 $ à 105 464,30 $ par an
- Temps plein
- Microsoft Excel
- Azure
- Finance
Postuler rapidement
il y a 6 jours
Certified Financial Planner
Yates Whitaker LLP Chartered Professional Accountants —Edmonton, AB
- À partir de 75 000 $ par an
- Temps plein
- Comptabilité
- Sens de l'organisation
- Services financiers
- Assurance Dentaire
Postuler rapidement
il y a 14 jours
Financial Advisor - Rouyn-Noranda
CIBC —Rouyn-Noranda, QC
- Temps plein
Sr.Financial Advisor - CIRO-MFD/AMF
CIBC —Penticton, BC
- Temps plein

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial planner

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Senior Financial Advisor - Abitibi-Témiscamingue

CIBC
Val-d'Or, QC

Postuler dès maintenant

Détails du poste

Temps plein

Compétences

Français
PFP
Cours sur le commerce des valeurs mobilières au Canada (CCVM)

Description complète du poste

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking Team, you’ll manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools and give them the right advice to help them make well-informed choices for their future. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you'll succeed

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships.
Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who you are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.
You’re a certified professional (CIRO-MFD). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO-MFD licensing upon hire. Personal Financial Planner (PFP) within 24 months of hire.
You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

#LI-TA

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

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financial planner emplois

Senior Financial Advisor - Abitibi-Témiscamingue

Associate, Financial Planner

Financial Planner Relationship Intern

Financial Services Administrator

Financial Services Administrator

Wealth Advisor/Financial Planner

Financial Planner, Relationship Manager

Financial Service Representative

Bilingual Virtual Financial Advisor (Hybrid)

Financial Planner

Associate Wealth Advisor / Financial Planner

Financial Plan Review Consultant - Remote

Financial Planner - Abbotsford

Associate Financial Planner

Financial Planner Relationship

Associate Planner, Direct

Financial Planner

Relationship Financial Planner, Asian Market

Financial Planner (Evergreen)

Financial Planner

Senior Financial Planner

Financial Planning Analyst, Technology & AI

Certified Financial Planner

Financial Advisor - Rouyn-Noranda

Sr.Financial Advisor - CIRO-MFD/AMF

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial planner

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