Financial Planning

About the RoleAt Sun Life Financial, we are seeking a highly skilled and motivated Senior Financial Planning Specialist to join our Client Relationship Team. This is a unique opportunity to build relationships with clients of our personal Group Choices plan and provide comprehensive portfolio reviews, retirement planning discussions, and financial advice to...

Job Summary:We are seeking a highly skilled Chief Financial Planning Officer to drive legal entity accounting and controls, as well as management and financial reporting for multiple large Bermuda reinsurance subsidiaries of Global Atlantic and Co-Investment vehicles.The successful candidate will design and lead automation and control initiatives, direct...

AGA Financial Group inc. is seeking a highly skilled Senior Financial Planning and Analysis Specialist to join our team.Job SummaryThe ideal candidate will possess strong analytical skills, excellent communication abilities, and the ability to work effectively in a fast-paced environment. As a key member of our financial planning and analysis team, you will...

Scotiabank is a leading bank in the Americas, driven by its purpose to help customers achieve success. As a Financial Planning Professional, you will be an integral part of the ScotiaMcLeod team, contributing to the overall success of the organization.About the RoleThis role offers a unique opportunity to provide financial planning support to a dedicated...

About the Opportunity:">The Royal Bank of Canada is seeking a highly skilled Financial Planning Specialist to join its Family Office Services team. As an integral member of this team, you will work closely with advisors to deliver comprehensive financial plans to High Net Worth (HNW) clients.">Your Key Responsibilities:">">Prepare customized financial plans...

Job Title: Financial Planning ExpertAbout the Company:Randstad is a leading provider of recruitment services, connecting job seekers with top employers.Key Responsibilities:As a Senior Financial Analyst in our team, you will play a crucial role in supporting operational activities as a business partner under the direction of the FP&A Director. Your primary...

Company OverviewRoyal Bank of Canada (RBC) is a leading financial institution with a long history of delivering exceptional services to its clients. As a Financial Planning Specialist, you will be part of the RBC Family Office Services team, working closely with advisors to deliver customized financial plans to High Net Worth (HNW) clients.

We are Speedy Glass, a leading provider of automotive glass solutions, and we're looking for a highly skilled Financial Planning Manager to join our team in Canada. In this exciting role, you will have the opportunity to work with our operations team to drive business growth and profitability.Job Summary:The Financial Planning Manager is responsible for...

We are seeking a highly skilled Financial Planning Expert to join our team at Scotiabank. This exciting opportunity is ideal for an individual with a strong background in the financial services industry and excellent client relationship building skills.About the RoleThe successful candidate will play a key role in managing relationships with our most...

Chief AccountantTALINKO Inc. is seeking a highly skilled Chief Accountant to oversee financial planning and reporting.About the RoleThis is a challenging position that requires a minimum of five years of experience in accounting, with a strong background in financial analysis and budgeting.ResponsibilitiesDevelop and implement financial plans and budgets for...

Job Summary">">We are seeking a Financial Planning Specialist to join our team at Scotiabank. As an Investment Banking Analyst, you will be responsible for providing exceptional service to customers, creating financial plans, and delivering trusted financial advice.">About the Role">">You will have an assigned book of mid-affluent customers and the...

Job OverviewWe are seeking a skilled Financial Planning Specialist to support our capital expenditure planning process. This is an exciting opportunity to play a meaningful role in budgeting, forecasting, and prioritizing investment opportunities.About the RoleYou will be responsible for collaborating with cross-functional teams to optimize our capital...

About the RoleBotpress, a leading Platform-as-a-Service (PaaS) provider, seeks an experienced Financial Director for Financial Planning and Reporting. This is a pivotal position that oversees and optimizes Botpress's financial health, reporting, and planning as we continue to grow. The ideal candidate will possess strong analytical skills, be...

Unlock Your Potential as a Senior Financial Planning StrategistA career-defining opportunity awaits at Royal Bank of Canada, where you will play a pivotal role in delivering exceptional financial planning services to our esteemed clients.As a Senior Financial Planning Strategist, your expertise will be instrumental in crafting comprehensive plans that meet...

Job OverviewThis role involves working closely with advisors to deliver comprehensive financial plans tailored to High Net Worth (HNW) clients of RBC Wealth Management.

We are seeking a highly skilled Strategic Financial Planning Associate to join our ScotiaMcLeod team in Canada. In this role, you will play a key part in supporting our Wealth Advisors in preparing and delivering personal financial plans to their clients.About the RoleAs a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a...

Job SummaryA challenging and rewarding opportunity exists for a skilled Financial Planning Specialist to join our team at the Royal Bank of Canada. This role offers the chance to work with high net worth clients, delivering personalized financial plans that meet their specific needs.About the Role:We are seeking an experienced professional with a strong...

Unlock Your Potential as a Financial PlannerWe are seeking an exceptional Financial Planner to join our team at RBC in Montreal, Canada. As a key member of our financial services team, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing them with tailored financial planning advice and helping them achieve their...

Lead a Strategic Financial TeamAs Financial Director, Budgeting and Planning at Radio Canada International, you will play a crucial role in shaping the financial future of our organization. Reporting to the Executive Director, Finance, Strategy & Business Relations, French Services, you will lead a team of 12 employees, including three direct reports.You...

At Joseph Ribkoff Inc., we are seeking a seasoned Global Financial Planning Director to join our Montreal-based team. This role will play a critical part in shaping the company's financial future, ensuring alignment with its strategic objectives.About the RoleThe successful candidate will be responsible for leading our global financial planning and...