Manager of Financial Planning

Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over...

**Job Summary** Donner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur des pratiques, des connaissances et des compétences...

**Job Summary** **What is the opportunity?** As an RBC Financial Planner Intern, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services....

**Director, Financial Planning and Analysis** **Banyan Capital Partners - Oakcreek Golf & Turf LP** **Calgary, AB** **_Please note that this position is with Oakcreek Golf & Turf, a portfolio company of Banyan Capital Partners. Banyan invested alongside the Oakcreek management team in 2013 to support the company’s succession plan and has since partnered...

**Job Summary** **What is the opportunity?** As a member of Wealth Management Services, your role is to help our advisors become proficient and consistent users of the myGPS software with targeted clients (both current and prospective). **What will you do?** - Provide onsite, face to face training of the software to advisors and their teams. - Accountable...

Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over...

Calgary is one of the most liveable cities on the planet, recently ranking fifth most liveable by the Economist Intelligence Unit. Here you will find diverse, inclusive neighbourhoods, a vibrant arts and culture scene, and a high quality of life. Calgary is a major transportation hub, and attracts innovators and entrepreneurs. Recreation possibilities are...

Job Details Description Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact as a Manager, Financial Planning & Analytics. This diverse team of professionals are committed to delivering financial solutions with...

A financial services firm in Calgary is seeking a diligent Investment Advisor to manage client portfolios and provide exceptional financial support. You will develop financial strategies and analyze market trends. The ideal candidate has post-secondary education, relevant financial licenses, and experience in wealth management. This role offers competitive...

AG Canada and Truck & Trailer Division of Brandt Tractor is seeking a Manager, Financial Planning & Analysis for our Calgary Corporate Office, AB. **Duties & Responsibilities**: - Develop and maintain the Division forecast model, providing monthly updates and working with operations leaders to identify and incorporate trends. - Utilize inventory...