Top Tech Jobs & Startup Jobs in Montreal

Leads regional financial planning teams within TD Wealth, overseeing sales, client relationships, business development, mentoring, regulatory compliance, risk management, and operational effectiveness. Partners with senior leadership on portfolio and financial data management, develops long-term plans, supports affluent-client retention, and drives a results-oriented culture. The role requires financial planning expertise, investment representative registration, supervisory training, strong communication, and substantial management experience.

Provides personalized financial planning and investment guidance to clients, analyzes financial data, builds relationships, develops business, and supports client and team goals. The role requires bilingual English-French communication, financial planning credentials, Canadian Investment Regulatory Exam completion, and registration with CIRO. Candidates should have 3–5 years of banking or financial services experience, strong relationship-building and problem-solving skills, and an entrepreneurial mindset.

Perform actuarial pricing and profitability analyses for affinity insurance portfolios. Review group discounts and profit-sharing strategies, assess regulatory and market impacts, develop pricing recommendations and business cases, and identify growth, retention, and acquisition opportunities. Partner with Sales, Marketing, Product, Underwriting, and business stakeholders while serving as a subject matter expert and coaching junior actuaries.

Support general insurance pricing and profitability initiatives from business case development through rate filings. Develop and maintain pricing controls and governance, apply actuarial analysis and programming, and help execute strategic pricing initiatives. The role requires collaboration, autonomy, initiative, and resilience, with potential coaching responsibilities for junior actuaries. Predictive modeling experience and progress toward FCIA or FCAS designation are preferred.

Supports general insurance pricing and profitability initiatives by updating pricing algorithms, contributing to pricing strategies, supporting product and rate-filing initiatives, and advancing bias and fairness practices. The role uses actuarial science, data analysis, market research, Excel, SQL, and R to help achieve profitable, compliant pricing. Candidates need an actuarial science or related degree, teamwork skills, and programming interest; predictive modeling and actuarial examinations are preferred.

The Financial Planner will assist clients in achieving financial goals through personalized planning, relationship management, and business development, while contributing to team objectives and service excellence.

The Mobile Mortgage Specialist will develop customer relationships, drive mortgage sales, and work closely with sales managers to succeed by leveraging TD's brand.

Provide comprehensive financial planning and advice to clients, build relationships, conduct analyses, contribute to team goals, and mentor others.

As a Financial Planner, you'll identify client goals, build long-term relationships, conduct analyses, and ensure effective financial planning and risk management while mentoring others.

Provide comprehensive financial planning and advice to high-net-worth clients, build long-term relationships, perform analyses and reports, recommend solutions, mentor colleagues, support business development and ensure risk-aware, compliant service delivery to meet team objectives.