Financial Planning Administrator

Job Title:Office Operations CoordinatorAbout the Role:We are seeking a highly organized and detail-oriented Office Operations Coordinator to join our team at TLM Financial Planning Inc. The successful candidate will be responsible for coordinating the activities of our HR department, ensuring they meet the organization's goals.Responsibilities:Administrative...

About the JobWe are seeking a skilled Operations Coordinator to join our team at TLM Financial Planning Inc. As an integral member of our staff, you will be responsible for ensuring the smooth operation of our HR department and coordinating activities to meet our organization's goals.Key Responsibilities:Coordinate Daily Operations: Direct and control daily...

**Job Title**: Financial Planning Assistant **Location**: Vancouver (Kitsilano), BC **Position**: Full-time _(with potential work-from-home options)_ **About Us**: We are a financial planning firm based in Kitsilano, Vancouver, providing comprehensive financial planning services, along with investment, individual insurance, and group insurance products to...

About UsAt BlueShore Financial, we are a mid-sized Credit Union based in British Columbia with $7 billion in assets under administration and 390 employees. Our compelling and differentiated brand resonates with the West Coast community we serve.

**Manager, Financial Planning & Analysis (FP&A)** The Manager, Financial Planning & Analysis (FP&A), is a key member of our finance team, playing a pivotal role in shaping BlueShore Financial’s financial strategy. This position oversees budgeting, forecasting, financial analysis, and management reporting for BlueShore Financial and its subsidiaries. It...

Senior Financial Analyst - Business PlanningRole SummaryDefinity Financial is seeking a Senior Financial Analyst - Business Planning to provide key internal stakeholders with value-added, business performance insights and financial analysis to assist in their decision-making process. As a Strategic Business Partner, you will be responsible for providing...

Role OverviewThis leadership position is responsible for driving financial planning, analysis, and decision support across the organization.Job SummaryWe are seeking an experienced Financial Planning and Analysis (FP&A) leader to play a key role in driving financial success and informed decision-making at LGM Financial Services.Key ResponsibilitiesLead FP&A:...

Job Description:Education: A college diploma or certificate in a relevant field is required.Experience: Approximately 7 months of experience in an administrative role.Key Responsibilities:Coordinate the activities of the HR department to ensure goals are met.Manage the flow of information within the team.Direct and control daily operations, including...

**AVP, Financial Planning Specialist** - 2403795 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...

Job SummaryWe are seeking an experienced Executive Support Professional to join our team at TLM Financial Planning Inc. This is a permanent, full-time opportunity to provide administrative support to our management team.Key ResponsibilitiesAdministrative Support: Provide high-level administrative support to our management team, including coordinating...

  LGM is a national leader in providing warranty, finance, and insurance services to the Canadian automotive industry. Since 1998, LGM has been successfully supplying quality products and leading training solutions to Canadian car dealerships.  Dealer partnerships are complemented with the strong backing and support of their automotive manufacturing...

958 Denman Street Vancouver British Columbia,V6G 2M2 Provides the organizational leadership of the branch network investment sales team with the overall objective of increasing BMO’s market share in financial planning and investment products and services within his/her assigned Region through customer acquisition, retention, and increased share of wallet...

h3>Senior Analyst - Financial Planning & AnalysisJob DescriptionSenior Analyst - Financial Planning & AnalysisReporting to the Manager, PI Operational Planning & Analysis, this person will be responsible for providing key internal stakeholders with value-added, business performance insights and financial analysis to assist in their decision-making process...

About the RoleWe are seeking a highly experienced Director, Financial Planning & Analysis to lead our corporate financial planning at E-Comm. In this role, you will be responsible for driving both short-term and long-term budgets, capital planning, and forecasting.As a key member of our Finance & Administration team, you will lead continuous improvement...

**COMPANY OVERVIEW** We’re a leading independent, Canadian-owned and operated Private Client Services and Capital Markets firm, known for our client-centred approach and entrepreneurial spirit. Ventum Financial Corp is a compelling option for investors seeking unbiased investment solutions, professional management, and unparalleled service. We aim to...

Fernandez Young LLP is a reputable accounting firm seeking a skilled Financial Planning Accountant to join our team. The ideal candidate will have a Bachelor's degree and 2 years of experience in accounting, with excellent analytical and problem-solving skills.Job DescriptionThe Financial Planning Accountant will be responsible for planning, setting up, and...

1505 Lonsdale Avenue North Vancouver British Columbia,V7M 2J4 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...

Job SummaryThe Senior Financial Planning Analyst will provide leadership in the planning, development, and monitoring of the University's operating, capital, and ancillary budgets. This role is responsible for transforming and enhancing budget processes, systems, and tools to drive accuracy and accountability in budget management.Key ResponsibilitiesPrepares...

Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years - Experience: 7 months to less than 1 year **Tasks**: - Coordinate the activities of the HR department in order to ensure they meet the organization's goals - Coordinate the flow of information within the team - Direct and control daily operations -...

E-Comm 9-1-1 OverviewWe are a recognized leader in emergency communications, providing critical life-safety services to first responders and the public in communities across. Our people are passionate about their work and public safety.Our organization operates two emergency communications centres - one located in Vancouver and one in Saanich. We also...