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

FP Client Service Associate
TD Bank —Calgary, AB
- De 52 700 $ à 74 400 $ par an
- Temps plein
- Baccalauréat
- Compétences en communication
- Congés payés
Financial Planner
Wellington-Altus Private Wealth Inc. —Calgary, AB
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Financial Service Representative in investment
National Bank of Canada —Calgary, AB
- Temps plein
- Travail hybride
- Service à la clientèle
- Anglais
- Expérience administrative
- Programmes de Bien-être
- Programme d'Aide aux Employés
Senior Financial Planner
Raymond James Financial, Inc. —Calgary, AB
- De 110 000 $ à 130 000 $ par an
- Temps plein
- Microsoft Office
- Finance
- Capacités de présentation
- Plan d'actionnariat des employés
- Bourses d'Études
Financial Planner - Sunridge
TD Bank —Calgary, AB
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Vente
- Finance
- Développement commercial
- Congés payés
il y a 8 jours
Senior Financial Planner
National Bank of Canada —Calgary, AB
- Temps plein
- Travail hybride
- Anglais
- Baccalauréat
- Comptabilité
- Programmes de Bien-être
- Programme d'Aide aux Employés
Senior Financial Planner - Wealth Management
BDO —Calgary, AB
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Congés payés
Accounting Analyst
Heritage Park Historical Village —Calgary, AB
- Heures supplémentaires
- Travail hybride
- Microsoft Excel
- Microsoft Office
- Finance
- Assurance Invalidité
- Assurance Dentaire
il y a 7 jours
Wealth Advisor (Winnipeg & Multiple locations available)
Fidelity Investments —Calgary, AB
- De 100 000 $ à 140 000 $ par an
- Temps plein
- Télétravail
- Bilingue
- Anglais
- Baccalauréat
- Régimes de participation aux bénéfices
- Bourses d'Études
Associate Financial Advisor
Gee Insurance and Investment Group Inc. Representing Co-operators —Calgary, AB
- De 80 000 $ à 90 000 $ par an
- Temps plein
- Logiciels de GRC/CRM
- Finance
- Sens de l'organisation
- Assurance Dentaire
- Congés payés
Postuler rapidement
il y a 1 jour
Financial Planning Specialist
Royal Bank of Canada —Calgary, AB
- Temps plein
- Microsoft Office
- Esprit d'analyse
- Compétences en communication
Manager, Power Markets - 26-232D
Enverus —Calgary, AB
- Temps plein
- Finance
- Esprit d'analyse
- Baccalauréat
- Assurance Invalidité
- Assurance Dentaire
il y a 1 jour
Financial Planning Specialist
Royal Bank of Canada —Calgary, AB
- Temps plein
- Microsoft Office
- Esprit d'analyse
- Compétences en communication
Senior Analyst, Family Office Services
MNP —Calgary, AB
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Estate Planner
National Bank of Canada —Calgary, AB
- Temps plein
- Anglais
- Baccalauréat
- Programmes de Bien-être
- Programme d'Aide aux Employés
Conseiller principal planification successorale
National Bank of Canada —Calgary, AB
- Temps plein
- Anglais
- Esprit d'analyse
- Baccalauréat
- Programmes de Bien-être
Investment Specialist
BMO Financial Group —Calgary, AB
- De 38 500 $ à 71 000 $ par an
- Temps plein
- Vente
- Esprit d'analyse
- Compétences en communication
- Bourses d'Études
- Assurance Vie
Associate, Family Office Services
MNP —Calgary, AB
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Associate, Family Office Services
MNP —Calgary, AB
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Accounting Analyst
Heritage Park —Calgary, AB
- Heures supplémentaires
- Travail hybride
- Microsoft Excel
- Microsoft Office
- Finance
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
il y a 7 jours
Wealth Advisor
BDO —Calgary, AB
- Temps plein
- Finance
- Maîtrise
- Diplôme universitaire non requis
- Congés payés
Advisor Internship Program (AIP) (Calgary/Edmonton/Saskatoon)
Raymond James Financial, Inc. —Calgary, AB
- À partir de 60 000 $ par an
- Temporaire
- Vente
- Finance
- Capacités de présentation
- Bourses d'Études
- Congés payés
Director, Tax and Estate Planning
Mackenzie Financial Corporation —Calgary, AB
- De 142 000 $ à 178 000 $ par an
- Temps plein
- Travail hybride
- Compétences rédactionnelles
- Maîtrise
- Capacités de présentation
- Assurance Invalidité
- Assurance Dentaire
Vice President, Tax Specialist, Tax & Estate Planning
Richardson Wealth Ltd —Calgary, AB
- De 146 700 $ à 179 300 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Assurance Dentaire
- Congés payés
Postuler rapidement
Vice President, Tax & Estate Planning
Richardson Wealth Ltd —Calgary, AB
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Postuler rapidement

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FP Client Service Associate

TD Bank
Calgary, AB

Postuler dès maintenant

Détails du poste

Temps plein

Avantages

Congés payés

Compétences

Baccalauréat
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Diplôme d'études collégiales (hors Québec)
Compétences en communication

Description complète du poste

Work Location:

Calgary, Alberta, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$52,700 - $74,400 CAD

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:

The Client Service Associate (CSA) provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main CSA activities: progress review, client contact and business building. The CSA aims to provide a legendary experience at every client interaction. The CSA has a significant impact on the net asset growth, revenue, LEI and efficiency of the Financial Planners' book of business.

In this role, you will provide a high level of dedicated sales and service support to TD Wealth Financial Planners (FP) in progress reviewing, client contacting and business building. Furthermore, you will:

Respond to client and FP inquiries providing options and solutions, while following policies and processes on time
Conduct transactions and activities that require expert knowledge across a broad range or variety of products, processes or systems and could be categorized as moderate to high risk
Assist in the timely and accurate completion of new account openings, account and cash transfers, iforms and other administrative documents and transactional requests for planners and clients as well as advising them when required
Provide the FPs with sales support by identifying net asset growth and revenue opportunities and contacting prospective clients
Gather and analyze data to identify and solve complex problems, escalate as required
Build a positive experience at every interaction and look for ways to continually improve sales and service
Participate fully as a member of the team, support a positive and service-oriented work environment

Job Requirements:

University / college diploma and/or minimum 2 years of industry experience
Completion of Conduct and Practices Handbook (CPH) course and Canadian Securities Course (CSC) is a strong asset
Advanced knowledge of business, operations and regulatory environment
Specialized expertise in performing diverse tasks that are highly complex, involving multiple steps, systems and jurisdictions
Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships

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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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial planner (calgary, ab)

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