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Financial analyst Jobs in Beaconsfield, QC

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Financial analyst • beaconsfield qc

Last updated: 4 hours ago
Financial Planner - Kirkland

Financial Planner - Kirkland

TD SecuritiesKirkland, Montreal (administrative region), CA
Full-time
TD Wealth embraces a sophisticated and holistic goals discovery approach to wealth planning and protection, offering highly personalised advice and service to clients. The Financial Planning team fo...Show moreLast updated: 30+ days ago
  • Promoted
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun Life FinancialMercier Southeast, ca
Permanent
You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their f...Show moreLast updated: 6 days ago
Rising Space Program Control Analyst

Rising Space Program Control Analyst

MDASainte-Anne-de-Bellevue, QC, CA
Full-time
A leading aerospace firm in Canada is seeking a Junior Program Control Analyst to support project management tasks with a focus on financial performance and reporting. The role requires a Bachelor o...Show moreLast updated: 13 days ago
  • Promoted
Financial Controller

Financial Controller

Trueline Valve CorporationSainte-Anne-de-Bellevue, QC, Canada
Full-time
Prepare financial monthly statements and analysis, manage an accounting department of 4.A / R, A / P, GL & Admin) and other financial reports as required. Manage day to day Company Accounting.Review of ...Show moreLast updated: 4 days ago
Analyst, Finance, Rotational new grad program

Analyst, Finance, Rotational new grad program

BombardierDorval, QC, CA
Full-time +1
Analyst, Finance, Rotational new grad program.Analyst, Finance, Rotational new grad program.Analyst, Finance, Rotational new grad program. Be among the first 25 applicants.Analyst, Finance, Rotation...Show moreLast updated: 30+ days ago
Accounting Analyst

Accounting Analyst

Randstad CanadaSaint-Laurent, Quebec, CA
Permanent
Quick Apply
Start date : as soon as possible.Are you looking for a new challenge and have experience as an Accounting Technician? Do you like working in a fast paced environment? If so, the Accounting Technicia...Show moreLast updated: 30+ days ago
Junior Financial Advisor

Junior Financial Advisor

Manulife WealthDorval, QC, CA
Full-time
We are a high-performing team at the forefront of wealth management, serving accomplished individuals, families, and business owners. Our mission is to deliver trusted guidance across investments, r...Show moreLast updated: 16 days ago
  • Promoted
Financial Analyst - FP&A

Financial Analyst - FP&A

COGIR ImmobilierMercier Southeast, ca
Full-time +1
Founded in 1995, Cogir Real Estate has over 20,000 employees passionate about real estate.Driven by our constant desire to give meaning to real estate, we strive to humanize, create, and surpass ou...Show moreLast updated: 3 days ago
  • New!
Analyst Financial Planning & Analysis

Analyst Financial Planning & Analysis

Top AcesDorval, Quebec, Canada
Full-time
Founded in 2000 by three former Royal Canadian Air Force (RCAF) CF-18 fighter pilots who identified an opportunity to improve military readiness training Top Aces has since established itself as th...Show moreLast updated: 17 hours ago
Hybrid Governance & Projects Analyst - Strategy & KPIs

Hybrid Governance & Projects Analyst - Strategy & KPIs

Bombardier Transportation GmbHDorval, QC, CA
Full-time
A major aerospace company in Dorval is seeking a Governance / Project Analyst / Project Coordinator to enhance governance, financial management, and manpower planning across engineering projects.Th...Show moreLast updated: 30+ days ago
Financial Planner - Saint-Eustache

Financial Planner - Saint-Eustache

TDSaint-Eustache, QC, CA
Full-time
Financial Planner - Sainte-Eustache.This role is eligible for commission-based earnings.TD Wealth provides personalized advice, solutions, and service to clients through a holistic approach to weal...Show moreLast updated: 30+ days ago
Senior Financial Analyst - 1 day in the office

Senior Financial Analyst - 1 day in the office

Services de Gestion Quantum LtéeVaudreuil-Dorion, Quebec, Canada
Permanent
Position : Senior Financial Analyst - Financial ReportingLocation : Vaudreuil-Dorion - hybrid 1-2 days in the officePerks : 15% bonus on yearly salary, $600 wellness budget, continuous learning policy...Show moreLast updated: 30+ days ago
FINANCIAL ANALYST | C.A.T. NORTH AMERICA

FINANCIAL ANALYST | C.A.T. NORTH AMERICA

C.A.T. Global Inc.Vaudreuil-Dorion, Montérégie, CA
Full-time +1
Be among the first 25 applicants.North America, founded in 1978, is a premier trucking company servicing all North America with its nine divisions and over 25 terminals. Our transportation solutions...Show moreLast updated: 30+ days ago
Procurement Financial Analyst – Third-Party Risk

Procurement Financial Analyst – Third-Party Risk

Intact Financial CorporationBourassa, Robert,Montréal
Full-time +1
We are seeking a Financial Analyst to evaluate the financial health and concentration risks of Intact’s third-party suppliers. This role is pivotal in strengthening our vendor risk management and in...Show moreLast updated: 30+ days ago
  • New!
Financial Planner, Scotia Financial Planning - Montreal West

Financial Planner, Scotia Financial Planning - Montreal West

ScotiabankDorval, QC, CA
Full-time
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Please note that Scotiabank offers various investment specialist opportunities.If you are inter...Show moreLast updated: 4 hours ago
Financial Analyst

Financial Analyst

C.A.T. Inc.Vaudreuil-Dorion, Montérégie, CA
Full-time
North America, founded in 1978, is a premier trucking company servicing all North America with its nine divisions and over 25 terminals. Our transportation solutions cover a broad range of needs, in...Show moreLast updated: 8 days ago
  • New!
Analyst -Financial Planning & Analysis

Analyst -Financial Planning & Analysis

Top Aces (TAI)Dorval, QC, CA
Full-time
Founded in 2000 by three former Royal Canadian Air Force (RCAF) CF-18 fighter pilots who identified an opportunity to improve military readiness training, Top Aces has since established itself as t...Show moreLast updated: 4 hours ago
Financial Analyst | C.A.T. North America

Financial Analyst | C.A.T. North America

CAT incVaudreuil, Quebec
Full-time +1
North America, founded in 1978, is a premier trucking company servicing all North America with its nine divisions and over 25 terminals. Our transportation solutions cover a broad range of needs, in...Show moreLast updated: 30+ days ago
Finance Systems Analyst : Dynamics GP & Workday Projects

Finance Systems Analyst : Dynamics GP & Workday Projects

C.A.T. North America Inc.Vaudreuil-Dorion, Montérégie, CA
Full-time
A leading logistics and transportation company in Canada is seeking a motivated Business Analyst for Financial Systems.This role involves optimizing financial systems like Dynamics GP and implement...Show moreLast updated: 30+ days ago
Financial Planner - Kirkland

Financial Planner - Kirkland

TD SecuritiesKirkland, Montreal (administrative region), CA
30+ days ago
Job type
  • Full-time
Job description

Financial Planner - Kirkland at TD Securities

TD Wealth embraces a sophisticated and holistic goals discovery approach to wealth planning and protection, offering highly personalised advice and service to clients. The Financial Planning team focuses on helping clients set and achieve their financial goals while delivering a legendary customer experience, leveraging deep industry knowledge and award‑winning, high‑performing teams.

Responsibilities

  • Identify client 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, 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, implementing continuous improvements.
  • Stay up‑to‑date on best practices and emerging trends.
  • Provide mentorship, assistance and direction to others.
  • Maintain a culture of risk management and control, supported by an aligned risk appetite.
  • Fully participate as a team member, supporting a positive and service‑oriented work environment.

Required Qualifications

  • Financial planner diploma granted by the Institute of Financial Planning (IPF) prior to start date.
  • Canadian Securities Course (CSC) or CFA Level 1 (or higher) prior to start date.
  • 3 to 5 years of banking experience.
  • Bilingualism (English and French) required to serve the community’s needs.
  • Nice to Have

  • CIRO license preferred (required within the first 90 days).
  • Complete Conduct & Practices Handbook (CPH) within the first 90 days.
  • Complete Wealth Management Essentials (WME) within the first 30 months.
  • Deep understanding of the industry, competitive landscape and economic market issues.
  • Strong communication skills with the ability to work collaboratively and independently, provide assistance and build relationships.
  • Key Skills

  • Passion for financial planning and a drive to help clients reach their financial & life goals.
  • Entrepreneurial spirit to prospect external business development opportunities through networking and experience in high‑value sales and business development.
  • Deep understanding of the industry, competitive landscape, economic market issues and the regulatory environment.
  • Excellent people and problem‑solving skills that help build and maintain client relationships.
  • Strong communication skills with the ability to work collaboratively and independently, provide assistance and build relationships.
  • About TD

    TD is one of the world’s leading global financial institutions and the fifth largest bank in North America by branches and stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. Our purpose is to enrich the lives of our customers, communities and colleagues.

    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. It includes a base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programmes.

    Accommodations

    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 you can participate fully throughout the interview process.

    Metadata

  • Seniority level : Mid‑Senior level
  • Employment type : Full‑time
  • Job function : Finance and Sales
  • Industries : Investment Banking
  • Work location : Kirkland, Quebec, Canada
  • Hours : 37.5 per week
  • Line of Business : TD Wealth
  • Pay details : Variable commission‑based earnings.
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