Risk management • sault ste marie on
Join Our Team as a Financial Planner.Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on mak... Show more
Brandt is currently seeking an Outside Parts & Service.Representative for the Sault Ste Marie region, reporting to our Sudbury Construction & Forestry location.This is an outside sales posi... Show more
Maintain and support the company’s network systems, including LAN, WAN, Wi-Fi, internet connectivity, and remote office access, ensuring reliable communication across all departments (solar operati... Show more
Company Name – Diamond J Farms.Experience required – 3 or more years.Education required – High School.Coordinate administrative operations across multiple farm units and distribution channels.Devel... Show more
Reporting to the Manager of Financial Services, the Payroll & Benefits Administrator is responsible for collecting, verifying, and administering the payroll and benefit function across the Board.Pr... Show more
Dual Front Office & Housekeeping Supervisor.We are currently seeking a Dual Front Office & Housekeeping Supervisor to join our team! The Dual Front Office & Housekeeping Supervisor ... Show more
Marie, ON, Canada Job Type: Full-Time   Schedule: Rotating Schedule, Weekends + On-Call Availability required   Compensation includes: $43,500 annually inclusive of rent for provided apar... Show more
At AECOM, we're delivering a better world.Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thr... Show more
Guy’s B&R Collision Centre is a multigenerational, family-owned and operated company with over 45 years in business.We provide certified automotive collision repair services and put vehicles ba... Show more
Develop and maintain professional relationships with clients, distributors, and suppliers.Coordinate sales orders, production schedules, and customer accounts.Prepare quotations, invoices, contract... Show more
To provide motivational support, education, assessment, service planning and advocacy to individuals suffering from substance abuse.Engage and screen perspective community and district clients, sup... Show more
Corporate Finance Team Overview.The Corporate Finance team within Canadian Commercial Banking, is part of BMO Financial group and covers both public and large private corporate clients operating in... Show more
Peter Lucas Project Management invests in people, community, and cutting-edge technology to provide gold standard project delivery.We are currently looking for an Operational Reliability Project En... Show more
Infrastructure Integration Specialist.Proven experience supporting large-scale VM migration projects in enterprise production environments.Hands-on experience with virtualization and migration tech... Show more
When suitable candidates are selected.Our continuous growth creates a demand for heavy maintenance leads.We service the Dash 8 Q400, Dash 8 100/300 aircrafts, along with, the CRJ100/200/700/900 air... Show more
We are ready to take this game to the next level and need someone passionate to enhance the competencies of the OLG Customer Care teams by designing, developing and delivering t... Show more
AFIMAC is seeking licensed Private Investigators for Injunction Investigative work related to immediate and upcoming projects throughout the province of Ontario.Hotel accommodations provided when r... Show more
Under the supervision of a Clinical Manager, the Clinical Intake Service Worker will:.Serve as the entry point for youth, families, adults and collaterals wishing to voluntarily obtain mental healt... Show more
Superior Property Management has been successfully operating for over 5 years, managing a portfolio of more than 70 residential and commercial properties.Over time, we have built a strong reputatio... Show more
){kind=logo}
Description
Join Our Team as a Financial Planner
Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and aspirations.
In this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth. Your responsibilities will include:
Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance
Leveraging data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices
Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiatives
Staying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning
Sharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment
Upholding a strong culture of risk management and control, aligned with the organization’s risk appetite
Engaging fully as a valued team member and contributing to a positive, service-oriented workplace
What We’re Looking For
Bachelor’s degree preferred
3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred)
Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed
Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.
CFP Eligibility requirements: University Degree OR meet one of the following:
Up to 10 years of qualifying work experience
Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying
Key Skills That Set You Apart
A genuine passion for financial planning and a drive to help clients realize their financial and life goals
An entrepreneurial mindset with experience in business development, networking, and high-value sales
A comprehensive understanding of the industry landscape, economic trends, and regulatory requirements
Exceptional interpersonal and problem-solving abilities for building lasting client relationships
Excellent communication skills, with the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others
If you’re ready to shape your future while supporting others on their financial journey, we invite you to apply and grow with us.
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
