Financial controller • coquitlam bc
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 to... Show more
One of BC’s Top Employers, the City of Coquitlam offers meaningful career opportunities to make a difference within the local community.As the sixth largest city in BC, we are home to more than 150... Show more
Employment Status: Full-Time Regular.Short-term Incentive Eligible: No.Posting End Date: Open until filled.As the province’s largest energy provider with more than 100 years of knowledge and experi... Show more
We are seeking a highly analytical and motivated.Reporting to the Manager of FP&A, this role will support business performance through financial reporting, forecasting, budgeting, modeling, and... Show more
Supporting the Vision, Values, Purpose and Commitments of Fraser Health including service delivery that is centered around patients/clients/residents and families: Responsible for providing financi... Show more
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Fina... Show more
Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.À la Banque ... Show more
Chez Stantec, nous savons que notre travail compte vraiment.Que ce soit en décarbonant les mines, en modernisant les réseaux électriques ou en construisant des infrastructures énergétiques, nous al... Show more
We are looking for new talent to join.LNG, renewables, hydrogen and technology industries.Solaris MCI is an EPCM company specializing in engineering and project solutions in the energy space, with ... Show more
Overview We are seeking a Financial Business Partner to join a highly successful North America Finance Team to lead the financial, reporting and analysis for our growing Canada business.Repo... Show more
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them.You provide our... Show more
This is an excellent opportunity for a CPA designated accounting professional who wants to step into a management-level role with a very well-established organization.Leading financial reporting an... Show more
We are a leading provider of dental technology solutions, and we are committed to developing innovative products and services that help dental professionals deliver the best possible care to their ... Show more
Experience: 1 year to less than 2 years.Manage balance sheets and profit/loss statements.Plan, set up and administer accounting systems.Ensure accuracy and compliance to accounting standards, proce... Show more
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them.You provide our... Show more
Promote the development and sustainable growth of proprietary investment business in the assigned market area by: .Business Development: Executing on business development plans for prospects and ex... Show more
Our client, a large Canadian manufacturing company, is looking for a new member to join their finance team.As a Senior Financial Analyst, you will be responsible for overseeing the finances of thei... Show more
Employment Status: Full-Time Regular.Short-term Incentive Eligible: No.Posting End Date: Open until filled.As the province’s largest energy provider with more than 100 years of knowledge and experi... Show more
Controller | Accountant Strategic Financial Leader | Entrepreneurial Environment | Forestry, Manufacturing & Industrial Operations We are seeking an experienced, hands-on Controller to join a g... Show more
Westminster Toyota is seeking a Financial Services Manager / Senior Financial Advisor to join our high-performing team.This role is ideal for professionals currently working in banking, private len... Show more
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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
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
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