Business Advisor, Financial Management
6 months ago
No other bank is doing what we do.
At BDC, we help Canada and its entrepreneurs create a prosperous, inclusive and green economy. Our mission is to help Canadian businesses thrive by providing financing, capital and advisory services. We’re devoted to Canadian entrepreneurs. We’re also dedicated to our employees. Adaptable. Inspiring. Different. There’s a reason we like to work here, and we think you’ll like it too. Join BDC and help make a difference
Diversity. Equity. Inclusion. They’re more than just words for BDC. These concepts are foundational to our success and to our ability to attract, retain, mobilize and develop the right talent, as well as to offer a healthy, professional and collaborative environment. We are committed to cultivating and preserving an environment where all employees can thrive, and, for over a decade, we have been recognized as one of Canada's Top 100 Employers and one of Canada's Best Diversity Employers. In recruiting for our team, we welcome the unique contributions that you can bring in terms of your education, opinions, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, color, religion, disability, sexual orientation, beliefs, experiences, and more.
CHALLENGES TO BE MET- Deliver standard and customized high quality, financial management consulting solutions that will have measurable impacts on SMEs.- Demonstrate financial management capabilities and bring strategic perspectives including strategic analysis, planning and coaching.- Manage project delivery executed by our external delivery partners by monitoring project scope, budget, schedule and objectives, as well as perform quality assurance on projects and deliverables.-
- Review and analyze the financial performance of a business, elaborate a financial plan, define Key Performance Indicators, build cash flow models, perform costing analyses, observe industry trends and guide companies in building better financial practices and making sound business decisions.- Provide sales support by performing client need diagnostics and input for custom proposals and work in close association with client partners to support transfer of product/technical knowledge and expertise and assist with project delivery and sale of new mandates.- Support colleagues in understanding and evaluating the strategic effectiveness and the financial performance of the business and the potential areas for improvement.- Collaborate with business advisors from other practices to build custom cross-functional advisory solutions- Contribute to practice outreach activities by developing marketing content and participating in the promotion of the Financial Management suite of advisory solutions- Participate in special projects contributing to the success of the larger Advisory Services business unit
WHAT WE ARE LOOKING FOR- Bachelor’s degree in accounting or finance; CPA designation- Bachelor’s degree in Business, MBA or related professional designation preferred.- Must demonstrate competencies in financial analysis, financial planning and modelling, finance process improvement and cost accounting.- 10 years of experience as Finance leader in an entrepreneurial environment- 3 years in a management consulting environment is highly desirable.- Strong business acumen coupled with strong understanding of financial management and ability to develop pragmatic strategic and operational plans that are relevant to an SME business environment.- Strong client and customer service orientation with a clear focus on delivering value to the client.- Knowledge of Project Management methodologies and best practices in the context of delivering services to clients. Demonstrated project management skills.- Excellent presentation skills, as well as an ability to participate in outreach, promotion, and business development activities.- Teamwork, collaboration, and relationship-building skills- Excellent communication skills in English. French is an asset.
With us, you'll be able to achieve the work/life balance you're looking for, with competitive working conditions and above-market flexible benefits. This includes modern workspaces to work from when you are in our offices, and, for some specific positions, the ability to work remotely, on reserve, and/or within your community.
-
Financial Advisor
6 months ago
Toronto, Canada Educators Financial Group Full time**Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...
-
Financial Advisor
6 months ago
Toronto, Canada Educators Financial Group Full time**Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...
-
Bilingual Financial Advisor
7 months ago
Toronto, Canada Educators Financial Group Full time**Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...
-
Financial Strategy Leader
2 weeks ago
Old Toronto, Canada financial-advisor Full timeWe are seeking a seasoned Financial Strategy Leader to serve as a key member of our executive team and play a crucial role in shaping the financial strategy and overall success of our organization.Develop long-term financial forecasts and budgets, monitoring performance against financial targets and providing actionable insights for informed...
-
Financial Advisor
7 months ago
Toronto, Canada Desjardins Financial Security Independent Network - ON Central Full timeFinancial Security Advisor Trainee Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back from becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve...
-
Financial Advisor
2 weeks ago
Toronto, Canada Desjardins Financial Security Independent Network - ON Central Full time**Financial Security Advisor Trainee**: **Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back from becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve...
-
Business Advisor, Client Delivery
1 week ago
Toronto, Canada Business Development Bank of Canada Full timeWe 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...
-
Financial Advisor Assistant
6 months ago
Toronto, Canada Raymond James Financial, Inc. Full time**Financial Advisor Assistant** - 2400963 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...
-
Associate Financial Consultant
4 weeks ago
Toronto, Canada MD Financial Management Full timeRequisition ID: 211122 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Associate Financial Consultant (AFC) assists MD’s physician clients and their families in achieving their personal financial goals. The AFC will work closely with a team of Advisors and Specialists to gain a broad...
-
Associate Financial Consultant
1 day ago
Toronto, Canada MD Financial Management Full timeRequisition ID: 211122 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Associate Financial Consultant (AFC) assists MD’s physician clients and their families in achieving their personal financial goals. The AFC will work closely with a team of Advisors and Specialists to gain a broad...
-
Financial Advisor
7 months ago
Toronto, Canada Brightview Wealth Management Full time**Job Overview** Brightview Wealth Management is a boutique wealth management financial planner firm. Our vision is to help clients accumulate wealth and achieve financial success through distributing top tier financial products and providing sound advice. Partnering with hedge funds, asset management, investment firms, and insurance carriers, we offer...
-
Estate and Trust Advisor
6 months ago
Toronto, Canada MD Financial Management Full timeRequisition ID: 183850 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The primary responsibility of the Estate and Trust Advisor is to provide estate planning and trustee services to MD clients. Duties & Responsibilities: Business Development - Review and assess with clients their individual and...
-
Associate Portfolio Manager
2 months ago
Toronto, Canada MD Financial Management Full timeRequisition ID: 209744 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager (APM) MD Signature Advisor to join our team. As an Associate...
-
Financial Insurance Advisor
2 months ago
Toronto, Canada Serenia Life Financial Full time**Join Serenia Life Financial as a Financial Insurance Advisor** **Enjoy Top of the Industry Compensation, Work-Life Balance, and Elite Support** At **Serenia Life Financial**, we are a **Human. Kind.** company that has been helping Canadians **protect what matters most and live generously for over 100 years**. Rooted in compassion and driven by purpose,...
-
Old Toronto, Canada financial-advisor Full timeAbout UsOur financial advisory firm is seeking an experienced Chief Financial Officer to lead our finance team. As a key member of the executive team, you will play a crucial role in shaping our financial strategy and contributing to our overall success.With over 10 years of experience as a CFO or in a senior finance leadership role, you will be responsible...
-
Digital Advisor
6 months ago
Toronto, Canada Enable Financial Full timeJoin our team of Digital Advisors! At Enable Financial, we empower Canadian businesses to thrive by helping them secure government grants & benefits. Our expertise in navigating complex government programs like grants and loans unlocks valuable support for Canadian companies. Every day, our team helps business owners access the financial resources they...
-
Financial Advisor Service Associate
4 months ago
Toronto, Canada Dulari shah financial solutions Full timeJob description Advisor Assistant: Seeking an organized and motivated individual, with the ability to problem solve, research, and react in a professional manner to serve as the key support person for a busy financial advisor. Key Skills and Qualifications: - Verbal and Written Communication - Listening and Problem Solving - Client Focused -...
-
Financial Management Advisor
6 months ago
Toronto, Canada PSD Full time**About PSD Citywide** PSD is a full-service firm offering research, consulting services and software to the North American public sector market. Our client base includes hundreds of small, mid-sized, and large municipalities from across North America, provincial/state and federal government agencies, and private sector entities. We are an industry leader...
-
Wealth Advisor
6 months ago
Toronto, Canada Connor, Clark & Lunn Financial Group Full time**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary...
-
Business Intelligence Specialist
2 weeks ago
Toronto, Ontario, Canada CI Financial Full timeCI Financial is a leading provider of global wealth management and asset management advisory services. We are driven by a commitment to delivering high-quality investments and advice to individuals and institutions.Job SummaryWe are seeking a highly skilled Business Intelligence Specialist to join our team. This individual will play a key role in supporting...