Financial Planning

About the Role:We're seeking a skilled Financial Analyst II to join our Group FP&A team at Intact Financial Corporation.As a Financial Analyst II, you'll play a crucial role in evaluating the financial performance of our global operations, preparing the weekly group forecast, contributing to the annual planning process, and providing various analyses to...

We are seeking a highly skilled Strategic Financial Planning Expert to join our Group FP&A team at Intact Financial Corporation.The successful candidate will be responsible for preparing the weekly group forecast, contributing to the annual planning process, and performing ad-hoc analyses to support senior management's decision-making.About the RolePrepare...

Job Title: Financial Planning ExpertAbout the Role: As a Financial Planning Expert at Royal Bank of Canada, you will work closely with our advisors to deliver comprehensive, customized financial plans to high net worth clients. Your role will involve preparing financial plans that meet client needs in financial, investment, retirement, tax, risk management,...

Company OverviewScotiabank is a leading bank in the Americas, guided by its purpose: "for every future." The company helps its customers, their families, and communities achieve success through a broad range of advice, products, and services.Job DescriptionThe Senior Financial Planning Associate plays a crucial role in the ScotiaMcLeod team, supporting...

Job Title: Financial Planning SpecialistAt Royal Trust Corporation of Canada, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Wealth Management team, you will play a critical role in delivering comprehensive financial plans to our high net worth clients.Key Responsibilities:Prepare customized financial...

Unlock Career OpportunitiesWe are seeking a highly skilled Financial Planning Specialist to join our team at Royal Bank of Canada. As a key member, you will be responsible for delivering comprehensive financial plans to High Net Worth (HNW) clients.Job Description:Develop personalized financial plans addressing client needs in financial, investment,...

We are seeking a Financial Planning Consultant to join our team at Royal Trust Corporation of Canada. As an integral member of our team, you will work closely with our advisors to deliver comprehensive financial plans to High Net Worth (HNW) clients. Your expertise in tax planning and financial planning will be essential in providing expert knowledge around...

About the JobThis is an exciting opportunity to join The Toronto-Dominion Bank (Canada) as a Financial Planner. As a key member of our team, you will play a vital role in helping clients achieve their financial goals and objectives.Company OverviewThe Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions. We deliver...

Job SummaryJob DescriptionThis role focuses on providing comprehensive financial planning solutions to clients, acting as the primary financial planner in our centralized service and in partnership with Financial Planning Specialists.What is the opportunity?As an integral part of the Family Office Service team, the Financial Planning Analyst will provide...

About the RoleWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct in-depth financial planning and analysis to identify...

Job SummaryJob DescriptionThis is not a Financial Analyst role but rather a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.What is the opportunity?As an integral part of

Job Opportunity OverviewRoyal Bank of Canada is seeking an experienced Financial Planner to join our team in the North East of Montreal region.About the RoleAs an RBC Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing comprehensive reviews of their financial circumstances and creating long-term...

Job Description As a Financial Analyst, you will join Ubisoft's IT team. This department specializes in the development, integration, and maintenance of technologies and infrastructures necessary for game development and the operation of online multiplayer game components. Your mission will consist of several parts. On one hand, you will facilitate...

Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

Job SummaryJob DescriptionThis is not a Financial Analyst role but rather a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools. What is the opportunity?As an integral part of the Family Office Service (FOS) team, the Financial...

Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

Requisition ID: 209165At Scotiabank, we're looking for a Senior Financial Planner to join our Centralized Planning Group. As a key member of our team, you'll be responsible for delivering exceptional financial planning experiences to our clients. This involves developing comprehensive financial plans, leveraging best-in-class strategies, and utilizing...

Job DescriptionWe are seeking a Strategic Financial Planning Specialist to join our team at Scotiabank. This role is responsible for providing comprehensive financial planning advice to high net worth clients.Develop and implement financial plans tailored to clients' specific needs.Collaborate with internal teams to ensure integrated and organized approach...

Job SummaryWe are seeking a highly skilled Senior Financial Planning Advisor Developer to join our team at Desjardins Group.About the RoleAs a Senior Financial Planning Advisor, you will work closely with high-net-worth clients and business clients to provide personalized financial planning and wealth management support.Key ResponsibilitiesProvide...

About the Internship ProgramWe are seeking highly motivated and ambitious university students to join our Fall 2024, Winter 2025, and Summer 2025 internship program in financial planning.Key Responsibilities:Assist in creating, updating, and optimizing financial plans for clients.Participate in client prospecting and outreach activities.Contribute to the...