Financial planner Jobs in Markham, ON
- Promoted
Financial Planner
National BankRichmond Hill, ON, Canada
Financial Planner
BMOMarkham, Ontario, Canada){kind=logo}
Financial Planner I
The Toronto-Dominion Bank (Canada)North York, Ontario- Promoted
Financial Analyst
Robert HalfMarkham, ON, CA- Promoted
Senior Financial Analyst, Financial Reporting
VacoMarkham, ON, CA- Promoted
Financial Analyst - Senior
Adecco CanadaRichmond Hill, ON, CA
Financial Analyst
IKON Complete Inc,Scarborough, Ontario, Canada
Financial Controller
ScaleJetOntario, Canada
event planner
EPIC PLANET FUNScarborough, ON, CA
Financial Planner
Royal Bank of Canada>RICHMOND HILL, Canada- Promoted
Space Planner
Power Staffing SolutionsNorth York, ON, Canada
Financial Planner - Scarborough
ScotiabankScarborough, ON
Maintenance Planner
KnowhirematchRichmond Hill, ON, CA
event planner
TYT Invitational Education CentreRichmond Hill, ON, CA- Promoted
Maintenance Planner
JSK Recruiting, IncConcord, ON, Canada- Promoted
Space Planner
freelance.caNorth York, Canada
Production Planner
ABL EmploymentRichmond Hill, ON
Production Planner
Winters Technical StaffingRichmond Hill, ON
Service Planner (Planner)
The Regional Municipality of YorkHigh Tech Road, Richmond Hill, ON, CA
Environmental Planner
Parsons CorporationMarkham,ON,CAFinancial Planner
National BankRichmond Hill, ON, Canada- Full-time
As a Financial Planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan.
Your work will allow you to develop your business relationships, your entrepreneurship, your advisory role and to leverage your leadership. You can join a Bank where you will be recognized and where you can make a positive impact!
Your job
- Realize personalized financial planning that will meet the needs and objectives of your clients
- Identify clients' investment and financing needs to offer them the best financial planning solutions
- Identify and exploit business development opportunities to increase the number of new customers and grow the volume of existing portfolios
- Keep up with changing customer needs to offer adapted solutions and extraordinary customer experience
- Ensure the application of quality of service and operational quality standards, as well as compliance and risk management rule
This position requires you to be present in the workplace to fulfil client and operational needs. We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer work schedule arrangements to help you achieve work / life balance and flexible leave that you can take when it’s important to you.
Your team
As part of a large team of colleagues in the Personal Banking sector, you will report to the Financial Planners Manager. You will be responsible for the clientele of three branches in the Richmond Hill and Vaughan region.
Our learning-by-doing training programs enable you to master your job. Access to colleagues with different expertise, experience and profiles will enrich your development in every way.
Prerequisites
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!