- Realize personalized financial planning that will meet the needs and objectives of your clients
- Identify clients' investment and financing needs in order 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 in order to offer adapted solutions and an extraordinary customer experience
- Ensure the application of quality of service and operational quality standards, as well as compliance and risk management rules
- Bachelor's degree (or equivalency recognized by FP Canada) as well as relevant experience in business development in the field of financial advisory services
- Certified Financial Planner (CFP) Designation or on track to become CFP in the next 12 months
- Mutual Fund Representative (MFR) Licence
- Portfolio management experience with business development objectives to achieve
- Good team player and have a collaborative spirit. Languages:
- Language: English
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic 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.
-
Financial Planner
4 days ago
National Bank Barrie, Canada Full timeA career 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 devel ...
-
Financial Planner
18 hours ago
Banque Nationale du Canada Barrie, CanadaArea of Interest: Advisory services, Personal banking · A career 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 persona ...
-
Financial Planner
6 days ago
NBC Barrie, Canada Full timeArea of Interest: Advisory services, Personal banking A career 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 perso ...
-
Financial Planner
4 days ago
National Bank Barrie, Canada PermanentAttendance Hybrid Job Number 20741 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 15-May-2024 Location: Barrie, Ontario City Barrie Province/State Ontario Area of Interest: Advisory servi ...
-
Financial Planner
1 week ago
National Bank Barrie, Canada OTHER· Job Posting · Attendance Hybrid Job Number 20741 · Category: Senior Professional · Status: Permanent · Type of Contract: Permanent · Schedule: Full-Time · Full Time / Part Time? Full-Time · Posting date: 24-Apr-2024 · Location: Barrie, Ontario · City: Barrie · Province/State: ...
-
Financial Planner
18 hours ago
The Toronto-Dominion Bank (Canada) Golden Horseshoe, CanadaFinancial Planner - Inviting Women in Wealth Applicants page is loaded · Financial Planner - Inviting Women in Wealth Applicants · Apply remote type On Site locations Toronto, Ontario time type Full time posted on Posted 3 Days Ago job requisition id R_ Work Location: · Toronto, ...
-
Financial Planner
18 hours ago
The Toronto-Dominion Bank (Canada) Golden Horseshoe, CanadaFinancial Planner - Future Opportunity (GTA) page is loaded · Financial Planner - Future Opportunity (GTA) · Apply remote type On Site locations Toronto, Ontario time type Full time posted on Posted 2 Days Ago job requisition id R_ Work Location: · Toronto, Ontario, CanadaHours: ...
-
Financial Planner
6 days ago
Scotiabank Wasaga Beach, CanadaAs an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relations ...
-
FInancial Planner
1 week ago
BMO Newmarket, CanadaApplication Deadline: · 04/01/2024 · Address: · 16654 Yonge Street, Unit P1 · Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products an ...
-
Financial Planner
1 week ago
BMO Aurora, Canada Full timeApplication Deadline: · 05/07/2024 Address: · 668 Wellington St East, Unit C Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides ...
-
Financial Planner
1 week ago
BMO Aurora, CanadaApplication Deadline: · 05/07/2024 · Address: · 668 Wellington St East, Unit C · Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products ...
-
FInancial Planner
1 week ago
BMO Newmarket, Canada Full timeApplication Deadline: · 05/23/2024 Address: · 16654 Yonge Street, Unit P1 Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides sol ...
-
Financial Planner
3 weeks ago
BMO Newmarket, Canada Full timeApplication Deadline: · 05/23/2024Address: · 16654 Yonge Street, Unit P1Job Family Group: · Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides soluti ...
-
Mobile Mortgage Specialist
1 week ago
TD Bank Barrie, Canada402961BR · Sales & Business Development · Barrie, ON · March 14, 2023 · Company Overview · Department Overview · TD Canada Trust is TD's customer-focused personal and small business banking business. Serving more than 11 million customers nationally, TD Canada Trust provides a fu ...
-
Manager - Transitional Care Unit
5 days ago
Royal Victoria Regional Health Centre Barrie, Canada**Job Description**: · The Transitional Care Unit is a 40 bed unit that cares for patients who have a discharge destination but face a temporary obstacle, such as awaiting home and community care services, rehabilitation and convalescent care, Hospice or retirement home/Assisted ...
-
Mortgage Specialist
4 hours ago
Scotiabank Barrie, CanadaRequisition ID: 166538 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · At Scotiabank we are committed to being the institution of choice in the financial sector, providing superior products and services, and being a good ...
-
Mobile Mortgage Specialist
1 week ago
TD Bank Barrie, Canada**TD Description** · Stay current and competitive. Carve out a career for yourself. Grow with us. · **Department Overview** · - TD Canada Trust is TD's customer-focused personal and small business banking business. Serving more than 11 million customers nationally, TD Canada Trus ...
-
Supervisor, Full Service Vending
2 days ago
Coca-Cola Canada Bottling Limited Barrie, CanadaFacility Location · - Barrie · Work Location - Peterborough, Barrie, Kingston · **About This Opportunity**: · As the Market Unit Full-Service Supervisor, you are responsible for driving profitable vending revenue and earnings from all vending equipment placements. Partnering with ...
-
Associate, Merchandising
3 days ago
CONSUMER & SMB/MARCHÉ CONSOMMATEUR & PME Barrie, Canada**Req Id**:408279 · At The Source, we believe that the right tech makes all the difference and exist to help Canadians discover the endless possibilities of tech. We carry the latest tech, offer advice across all categories and networks, and put our customers first to ensure they ...
-
Supervisor of Homemaking Services
4 hours ago
Independent Living Services Simcoe County Barrie, Canada**Supervisor of Homemaking Services*** · **Health and Dental Benefits After 1 Month** · **Conditions Apply** · **Our Vison**: _Full Life Living_ **Our Mission**: _Partnering for Possibilities_ · **We Value**: _Excellence, Collaboration, Respect_ · **Description of Duties and Auth ...
Financial Planner - Barrie, Canada - National Bank
Description
Attendance Hybrid Job Number 20741 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 24-Apr-2024 Location: Barrie, Ontario City Barrie Province/State Ontario Area of Interest: Advisory services, Personal bankingA career 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:
This position requires you to be present in the workplace in order 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 Barrie/Collingwood/Midland region. The main branch is in Barrie, and you'll have to travel once a week to the Collingowood or Midland branches.
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:
Skills
Press space or enter keys to toggle section visibility
Banking Client Education Client-focused Communication Driving Results Emotional Intelligence Empathy Financial Planning Initiative Objection Handling Perseverent Proposal Generation Resiliency Teamwork Time ManagementYour benefits
Press space or enter keys to toggle section visibility
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.We're putting people first:
Press space or enter keys to toggle section visibility
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 Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal