Financial Planning

**Job Summary** **What is the opportunity?** RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and...

**General Description** PWL Capital is a premier independent Canadian Wealth Management firm with offices in Montreal, Ottawa & Toronto. Canadian High Net Worth families entrust PWL to manage their investment portfolios on a discretionary basis and provide holistic financial advice for all facets of their lives. Financial Planning, Tax, and Estate services...

**Challenges of this position**: - Analyze current and past trends in key performance indicators including all areas of revenue, expenses and capital expenditures. - Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance. - Provide financial solutions (financing, new business, risk assessment and avoidance) to...

MSP Corp. is seeking a **Senior Financial Planning & Analyst** to join our growing team. You will become an important member of the newly merged MSP Corp and Groupe Access family of companies. We have become a Pan-National MSP powerhouse with the abilities to deliver modern and relevant IT services across Canada. With all our offices being powered by MSP...

Responsibilities: - Monitor financial assets and liabilities. - Monitor cash flow. - Develop financial management policies and procedures. - Research new and existing financial systems. - Analyze financial data. - Analyze accounting data and make recommendations regarding changes to accounting systems. - Mentor and supervise staff. - Oversee budgeting...

**Job Summary** **What is the opportunity?**: You will coach and develop an effective, adaptable financial planning sales team to maximize revenue and capitalize on opportunities. As a leader you reinforce with your team to achieve a superior client experience and enhance employee capability and engagement while leveraging full RBC capabilities, in platform...

As an Investment Advisory Service Associate at National Bank, you’ll have the opportunity to discover the profession of financial planner by acting as an advisor to clients and following financial plans drawn up by a financial planner. This role allows you to develop your understanding of client needs, your advisory skills and your knowledge of financial...

WHAT WE BELIEVE We believe in inclusion, we believe in self-expression, we believe in no judgement and we believe in individualism. WHO WE ARE We are bold, we are tenacious, we are courageous and brave. We are a cast of characters; We embrace our differences and we share our likenesses. Some of What’s in it for You! - New and freshly renovated...

Application Deadline: 04/04/2025 Address: 637, boulevard Decarie Job 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 solutions though the sales of managed products and services (e.g. mutual funds, retirement...

Application Deadline: 03/13/2025 Address: 5145, chemin-Cote des-Neiges Job Family Group: Retail Banking Sales & ServiceJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and...

1501 McGill College Avenue MONTREAL Quebec,H3A 3M8 Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a...

**Position**: Financial Planning and Performance Analyst **Location**: Ray-Mont Logistics International Inc. - Montreal, QC **Division**: Compliance **Job Type**: Permanent, Full time Company Description Ray-Mont Logistics is a dynamic organization focused on becoming the essential link in the international business logistics supply chain. We provide...

Compensation Grade: Grade 1 Job Description: Recognized as an Employer of Choice in the National Capital Region, Giant Tiger’s Home Office provides a dynamic work environment with many opportunities for a fulfilling career. We are a Canadian owned and operated retailer (and proud of it!), with a strong commitment to the community, and over 50 years of...

Address: 1501 McGill College Avenue Job Family Group: Wealth Sales & Service Key Accountabilities: - Supports Wealth Planning Consultants/Sr. Wealth Planning Consultants in providing proactive, integrated and customized advice. - Develops detailed and complex wealth plans for clients to help meet their financial objectives. - Implements strategies to...

**THE COMPANY** Galvion designs, develops, and manufactures ballistic helmets and dynamic power and data management solutions for the modern battlefield. We are a passionate, global, and fast-paced team working with several strategic partners and are committed to enhancing the overall agility and survivability of the modern warfighter and tactical...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

Job ID : 7051 Category : Corporate Actuarial & Risk Brand : Definity Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Montreal, Canada Definity includes some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. With strong...

**Analyst, Financial Planning & Analysis (FP&A)** **What is Equisoft?** Equisoft is a global provider of advanced insurance and investment digital solutions, recognized as a valued partner by over 250 of the world’s leading financial institutions. We offer a complete ecosystem of end-to-end and scalable solutions that help our clients tackle any challenge...

FR Poste : Responsable de la planification et de l'analyse financière Rôle: Responsabilités: - Fournir des analyses financières précises et opportunes sur les états et rapports financiers mensuels, trimestriels et annuels; - Créer des processus de budgétisation, de prévision et de planification financière à long terme; - Construire et maintenir...