Financial planner Jobs in Kirkland, QC
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Financial planner • kirkland qc
Last updated: 7 days 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
Commencez votre carrière dès aujourd'hui avec Univar Solutions ! Ici, vous pouvez avoir un impact sur le monde qui vous entoure et accélérer votre carrière dans des domaines qui vous stimulent.Le p...Show moreLast updated: 18 days ago
When applicable, Bombardier promotes flexible and hybrid work policies.At Bombardier, we design, build and maintain the world’s peak‑performing aircraft for the world’s most discerning people and b...Show moreLast updated: 30+ days ago
At Analytichem we are looking for inquisitive individuals to help us build a global organization that enables our customers’ science.
Our products help customers make better measurements in analytic...Show moreLast updated: 7 days ago
Developing and implementing a structured business development strategy.Developing strategic plans for prospects and existing clients.
Providing clients with an initial review of their existing finan...Show moreLast updated: 30+ 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)
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
A leading financial institution in Pointe-Claire is seeking a Financial Planner to provide personalized financial advice and services.
The role requires a Financial planner diploma and bilingualism ...Show moreLast updated: 30+ days ago
The Supply Planner reports directly to the Supply Chain Manager and is responsible for ensuring optimal availability of packed (finished) goods by analyzing demand, inventory levels, and supply con...Show moreLast updated: 25 days ago
CMP Advanced Mechanical Solutions.Energy Storage, Robotic Warehouse Automation, Capital Equipment, Security, and Light Rail & Transport.
Created to help usher in a cleaner, greener future, CMP is re...Show moreLast updated: 18 days ago
Cutting Tools Planner – K-NEK-TER.Location : Montreal, Quebec, Canada.Plan and coordinate all cutting tool requirements based on incoming orders and replacement part needs.Review sales orders and in...Show moreLast updated: 30+ days ago
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
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: 18 days ago
Building the space between proven and possible, MDA Space (TSX : MDA) is a trusted mission partner to the global space industry.
A robotics, satellite systems and geointelligence pioneer with a 60-yea...Show moreLast updated: 30+ 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
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
Posted Tuesday, December 16, 2025 at 5 : 00 AM.Are you looking for an opportunity to work for a manufacturing company whose products challenge the status quo and help usher in a cleaner, greener futu...Show moreLast updated: 18 days ago
Commencez votre carrière dès aujourd'hui avec Univar Solutions ! Ici, vous pouvez avoir un impact sur le monde qui vous entoure et accélérer votre carrière dans des domaines qui vous stimulent.Le p...Show moreLast updated: 18 days ago
Financial Planner - Kirkland
TD SecuritiesKirkland, Montreal (administrative region), CAFull-time
Supply Planner
UnivarDorval, QC, CAFull-time
Operational Planner
BombardierDorval, QC, CAFull-time
Production Planner
AnalytiChem CanadaBaie-D'Urfé, Montreal (administrative region), CAFull-time
Associate Investment Advisor
Groom & Associés / AssociatesDorval, QC, CAFull-time
Financial Planner Relationship
Royal Bank of Canada>CHÂTEAUGUAY, CanadaFull-time
Financial Planner - Kirkland
The Toronto-Dominion Bank (Canada)Kirkland, QuébecFull-time
Bilingual Financial Planner – Wealth & Client Growth
TD BankPointe-Claire, Montreal (administrative region), CAFull-time
- Promoted
Supply Planner
ArdoVLMDollard-des-Ormeaux, QC, CanadaFull-time
Buyer / Planner
CMP Advanced Mechanical SolutionsChâteauguay, QC, CAFull-time
Cutting Tools Planner
K-NEK-TERSaint-Eustache, QC, CAFull-time
Financial Planner - Saint-Eustache
TDSaint-Eustache, QC, CAFull-time
Financial Planner, Scotia Financial Planning - Montreal West
ScotiabankDollard-des-Ormeaux, QC, CAFull-time
Production Planner Intermediate
MDASainte-Anne-de-Bellevue, QC, CAFull-time
Financial Planner Relationship
0000050007 Royal Bank of CanadaCHÂTEAUGUAY, Quebec, CanadaFull-time
Financial Planner Relationship- EN
RBCKirkland, Montreal (administrative region), CAFull-time
Buyer / Planner
CMP Advanced Mechanical Solutions Ltd.Châteauguay, QC, CAFull-time
Supply Planner
Univar SolutionsDorval, QC, CAFull-time
- Owen Sound, ON (from $ 65,625 to $ 381,857 year)
- London, ON (from $ 70,000 to $ 352,579 year)
- Saskatoon, SK (from $ 82,000 to $ 311,334 year)
- Richmond Hill, ON (from $ 72,500 to $ 200,000 year)
- Old toronto, ON (from $ 60,000 to $ 200,000 year)
- Terrebonne, QC (from $ 149,026 to $ 191,217 year)
- Ajax, ON (from $ 149,163 to $ 172,788 year)
- Toronto, ON (from $ 61,000 to $ 170,082 year)
- Delta, BC (from $ 134,733 to $ 163,536 year)
- Richmond, BC (from $ 70,363 to $ 163,536 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.
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