Manager, Financial Planning

5885, boulevard Jean XXIII Trois-Rivieres Quebec,G8Z 4N8 Provides 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 savings plans, and similar products). Provides other...

**We are hiring at Aspire Software for a highly skilled and experienced Financial Planning and Analysis Manager** **to join our growing team in Montreal!** If you are a results-driven Senior Financial Planning Analyst professional with a strong background in analyzing and guiding financial strategies across various businesses and M&A activities, we...

Work Term: Permanent - Work Language: English - Hours: 40 hours per week - Education: Bachelor's degree - Experience: 5 years or more - Business administration and management, general **Tasks**: - Train, direct and motivate staff - Assign, co-ordinate and review projects and programs - Monitor financial control systems - Manage contracts - Oversee the...

The future of work is flexible, and so is OneSpan. Our teams have proven that they are able to achieve their goals together while being apart throughout the global pandemic, and we are embracing work flexibility Many positions and locations will provide you with the choice of in office work, distributed or hybrid. We collaborate with each employee to develop...

Work Term: Permanent - Work Language: English - Hours: 40 hours per week - Education: Master's degree - Experience: 5 years or more - or equivalent experience **Tasks**: - Train, direct and motivate staff - Assign, co-ordinate and review projects and programs - Monitor financial control systems - Manage contracts - Oversee the collection and analysis of...

**ABOUT US** Assante Private Client, a subsidiary of CI Private Wealth and a CI Financial Company, provides portfolio management and wealth management advisory services exclusively through a national network of financial advisors. Focusing on high net worth individuals and families, the professionals at Assante Private Client offer financial planning, risk...

**Job Summary** **What 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...

Manmade is a young yet innovative eCommerce retailer offering high quality essential garments for men. Based in Montreal, Quebec, we design, produce, market, and distribute quality apparel across Canada and soon in the USA as well. We believe in doing things the right way, even if it may be harder - from sourcing fabric, design, cutting and sewing, and...

**Company Description** Ubisoft’s 19,000 team members, working across more than 30 countries around the world, are bound by a common mission to enrich players’ lives with original and memorable gaming experiences. Their commitment and talent have brought to life many acclaimed franchises such as Assassin’s Creed, Far Cry, Watch Dogs, Just Dance,...

The future of work is flexible, and so is OneSpan. Our teams have proven that they are able to achieve their goals together while being apart throughout the global pandemic, and we are embracing work flexibility. Many positions and locations will provide you with the choice of in office work, distributed or hybrid. We collaborate with each employee to...

**Responsibilities**: **ABOUT THE JOB**: The Finance Department of Global Banking and Investor Solutions (GBIS), is a global organization with local presence, providing the same set of services through global and efficient processes and consistent norms, leveraging on production hubs. Our Core Missions are Quality and timeliness of GBIS financial statements;...

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...

**Job Summary** **This 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...

**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 collaborating with several strategic partners and are committed to enhancing the overall agility and survivability of the modern warfighter and tactical...

**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 collaborating with several strategic partners and are committed to enhancing the overall agility and survivability of the modern warfighter and tactical...

**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...

Address: 1501 McGill College Avenue Job Family Group: Wealth Sales & Service 1 position located in Montreal IQPF designation is a requirement Hybrid working model The Wealth Planning Support Team is a business unit within BMO Wealth Distribution and Advisory Services, a dedicated team of knowledgeable professionals with diverse expertise in wealth...

**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...

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...

**Who we are**:Amilia is more than just a tech company - we’re a close-knit community made up of caring, entrepreneurial-minded individuals. Our multi-disciplinary team members will challenge and support you on every project. We care about our work, our colleagues, and our clients! **What we do**:We provide an eCommerce platform for activities and...