Financial consultant Jobs in Chateauguay, QC
Create a job alert for this search
Financial consultant • chateauguay qc
Last updated: 1 day ago
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
Titre du poste : Analyste Financier.Notre client recherche un analyste financier motivé pour évaluer la performance interne de l'entreprise en termes de revenus et de marges.Vous s...Show moreLast updated: 1 day ago
Start date : as soon as possible.Are you looking for a new challenge and have experience as an Financial Analyst? Do you like working in a fast paced environment? Are you ready to join a dynamic tea...Show moreLast updated: 30+ days ago
This is an opportunity for an FP stagiaire position in the West Island region • •.As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients.You pr...Show moreLast updated: 30+ days ago
FINANCIAL CONSOLIDATION AND INTEGRITY MANAGER.Are you passionate about numbers, rigor and strategy? Join a collaborative, global team that values accuracy, collaboration, and continuous improvement...Show moreLast updated: 2 days ago
We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work.Our team members h...Show moreLast updated: 30+ days ago
Une carrière dans la haute tension t'intéresse?.Joins-toi à l'équipe de SPT Consultant, une entreprise jeune et dynamique qui t'offre de travailler partout au Québec, sur des chantiers industriels....Show moreLast updated: 10 days ago
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients.You provide ongoing comprehensive reviews of your clients’ financial circumstances, cre...Show moreLast updated: 30+ days ago
Position : Financial Analyst - ManufacturingLocation : LaSalle Salary : $90K-$110K Join a fast-paced, publicly traded manufacturing environment where your financial expertise will directly support pla...Show moreLast updated: 30+ days ago
ADP recrute un(e) consultant(e) en paie.Désirez-vous faire progresser votre carrière dans un environnement stable et dynamique offrant de nombreuses opportunit é s d ’ avancement? Êtes-vous avide d...Show moreLast updated: 15 days ago
A leading lending solutions provider is seeking a Loan Consultant to promote and sell financial products.This role involves managing the sales process and fostering customer relationships.Candidate...Show moreLast updated: 30+ days ago
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: 7 days ago
A leading financial provider located in Montérégie, Canada is seeking a Loan Consultant to actively promote and sell loan products.
The role involves understanding customer needs, managing the sales...Show moreLast updated: 16 days ago
FINANCIAL CONSOLIDATION AND INTEGRITY MANAGER.Join a collaborative, global team that values accuracy, collaboration, and continuous improvement.
You will play a key role in the reliability and finan...Show moreLast updated: 2 days ago
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: 3 days ago
Senior Representative, Credit and Customer Engagement.As a client financial services agent, you work closely with advisors and provide personalized support to members and clients.You help advisors ...Show moreLast updated: 16 days ago
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: 30+ days ago
Financial Planner Relationship- EN.Be among the first 25 applicants.Financial Planner Relationship- EN.Get AI-powered advice on this job and more exclusive features.
This is an opportunity for an FP...Show moreLast updated: 30+ days ago
Une entreprise biopharmaceutique internationale recherche un leader en gestion financière à Kirkland.Le candidat idéal aura un diplôme en administration des affaires et au moins 5 ans d’expérience ...Show moreLast updated: 8 days ago
Financial Planner - Kirkland
TD SecuritiesKirkland, Montreal (administrative region), CAFull-time
- Promoted
Analyste Financier / Financial Analyst
Aston CarterLachine, QC, CanadaFull-time
Financial Analyst
Randstad CanadaLaSalle, Quebec, CAPermanent
Quick Apply
Financial Planner Relationship
Royal Bank of Canada>KIRKLAND, CanadaFull-time
FINANCIAL CONSOLIDATION MANAGER
Collège LaSalle, MontréalMontreal West, QC, CAFull-time +1
Financial Services Representative Montréal
Canadian Imperial Bank of CommerceWestmount, Quebec, CanadaFull-time
- Promoted
Ingénieur électrique
SPT ConsultantVerdun South, caFull-time
Financial Planner Relationship
0000050007 Royal Bank of Canada184 BOUL D'ANJOU : CHÂTEAUGUAYFull-time
- Promoted
Financial Analyst - LaSalle - $90K-$100K
Services de Gestion Quantum LtéeLaSalle, Quebec, CanadaPermanent
- Promoted
Consultant(e) en paie / Payroll Consultant
ADPWestmount, CAFull-time
Loan Consultant : Trusted Financial Solutions Advisor
FairstoneSaint-Constant, Montérégie, CAFull-time
- Promoted
Financial Analyst - FP&A
COGIR ImmobilierMercier Southeast, caFull-time +1
Bilingual Loan Consultant - Impactful Financial Solutions
Fairstone BankSaint-Constant, Montérégie, CAFull-time
FINANCIAL CONSOLIDATION MANAGER
LCI EducationMontreal West, QC, CAPermanent
Financial Planner, Scotia Financial Planning - Montreal West
ScotiabankDorval, QC, CAFull-time
Financial services Agent, Clientele,
DesjardinsMontreal West, QC, CAFull-time
SUN LIFE FINANCIAL ADVISOR
Sun Life FinancialPointe-Claire, Montreal (administrative region), CAPermanent
Financial Planner Relationship- EN
RBCKirkland, Montreal (administrative region), CAFull-time
Senior Financial Partner, Canada Healthcare
PfizerKirkland, Montreal (administrative region), CAFull-time
- Windsor, ON (from $ 44,588 to $ 375,000 year)
- Richmond Hill, ON (from $ 55,965 to $ 285,526 year)
- Richmond, BC (from $ 55,965 to $ 285,526 year)
- Guelph, ON (from $ 149,680 to $ 276,747 year)
- Niagara Falls, ON (from $ 129,135 to $ 185,174 year)
- Slave Lake, AB (from $ 106,163 to $ 182,888 year)
- Sylvan Lake, AB (from $ 106,163 to $ 182,888 year)
- East York, ON (from $ 97,500 to $ 159,114 year)
- North York, ON (from $ 97,500 to $ 159,114 year)
- Mississauga, ON (from $ 78,000 to $ 155,569 year)
Financial Planner - Kirkland
TD SecuritiesKirkland, Montreal (administrative region), CA30+ days ago
Job type
- Full-time
Job descriptionFinancial 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. 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. 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. 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.
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
Nice to Have
Key Skills
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
#J-18808-Ljbffr