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Financial manager Jobs in Beaconsfield, QC

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Financial manager • beaconsfield qc

Last updated: 9 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
Analyste Financier / Financial Analyst

Analyste Financier / Financial Analyst

Aston CarterLachine, QC, Canada
Full-time
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: 8 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: 16 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: 14 days ago
Financial Security Advisor – Independent

Financial Security Advisor – Independent

Co-operatorsSaint-Eustache, QC, CA
Full-time
Employment Type : Regular Full-Time.Language : Bilingualism in English and French is required.Additional Information : This / these role(s) is / are currently vacant. We are a leading Canadian financial se...Show moreLast updated: 1 day ago
Financial Planner Relationship

Financial Planner Relationship

Royal Bank of Canada>CHÂTEAUGUAY, Canada
Full-time
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
Financial Services Associate - Kirkland

Financial Services Associate - Kirkland

Canadian Imperial Bank of CommerceKirkland, Montreal (administrative region), CA
Full-time
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 strength...Show moreLast updated: 1 day ago
Financial Planner - Kirkland

Financial Planner - Kirkland

The Toronto-Dominion Bank (Canada)Kirkland, Québec
Full-time
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.Financial Planning te...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

Randstad CanadaSaint-Laurent, Quebec, CA
Permanent
Quick Apply
Are you an accounting professional looking for an exciting and challenging opportunity in a fast-paced environment? Are you passionate about financial analysis and overseeing accounting operations?...Show moreLast updated: 3 days ago
Financial Planner, Scotia Financial Planning - Montreal West

Financial Planner, Scotia Financial Planning - Montreal West

ScotiabankDollard-des-Ormeaux, QC, CA
Full-time
Press Tab to Move to Skip to Content Link.Select how often (in days) to receive an alert : .Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To en...Show moreLast updated: 23 days ago
Sr Financial Analyst

Sr Financial Analyst

MedtronicPointe-Claire, Montreal (administrative region), CA
Full-time
At Medtronic you can begin a life-long career of exploration and innovation, while helping champion healthcare access and equity for all. You’ll lead with purpose, breaking小时 down barriers to innova...Show moreLast updated: 6 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: 13 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
Responsable des rapports financiers / Financial Reporting Manager

Responsable des rapports financiers / Financial Reporting Manager

SmardtDorval, QC, Canada
Full-time
Pionnier et leader mondial des refroidisseurs sans huile haut rendement.L'quipe SMARDT partage plus de 25 ans d'exprience de travail avec l'lectronique de puissance, la technologie des ...Show moreLast updated: 30+ days ago
Responsable des rapports financiers / Financial Reporting Manager

Responsable des rapports financiers / Financial Reporting Manager

Smardt Chiller GroupDorval, QC, CA
Full-time
Responsable des rapports financiers / Financial Reporting Manager.SMARDT – Pioneer and global leader in high‑efficiency oil‑free chillers. The SMARDT team brings over 25 years of experience working ...Show moreLast updated: 30+ days ago
  • New!
Financial Service Representative, Châteauguay

Financial Service Representative, Châteauguay

CIBCChâteauguay, QC, CA
Full-time
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 strength...Show moreLast updated: 12 hours ago
  • New!
Financial Planning & Analysis Manager

Financial Planning & Analysis Manager

ApotexMontreal, QC, CA, H9R 5M9
Full-time
Apotex is a Canadian-based global health company.We improve everyday access to affordable, innovative medicines and health products for millions of people worldwide, with a broad portfolio of gener...Show moreLast updated: 9 hours ago
Financial Planner Relationship- EN

Financial Planner Relationship- EN

RBCKirkland, Montreal (administrative region), CA
Full-time
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
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: 18 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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