Financial Planning Assistant

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...

**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...

Unlock Your Potential as a Financial Planning Strategist at Ventum Financial CorpWe're a leading independent, Canadian-owned and operated Private Client Services and Capital Markets firm, renowned for our client-centric approach and entrepreneurial spirit. Our company, Ventum Financial Corp, offers unbiased investment solutions, professional management, and...

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:...

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...

  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...

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...

**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...

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.

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...

**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...

Are you a detail-oriented, organized individual with a passion for financial planning? Are you ready to take the next step in your career? We have an exciting opportunity for a Financial Planning Administrator to join our thriving team in the heart of downtown Vancouver! **Responsibilities**: - Collaborate with financial planners to streamline...

**Project and Planning Manager** BlueShore Financial is a mid-sized Credit Union in British Columbia, with $7 billion in assets under administration and 390 employees. We have a compelling and differentiated brand that resonates with the West Coast community we serve. With over 80 years in the financial services industry, our innovative strategy is rooted...

About the RoleCMLS Financial Ltd. is seeking an accounting technician to join our team in a supportive role, assisting with various financial tasks and maintaining accurate records.Key ResponsibilitiesMaintaining general ledgers and financial statements by accurately recording and reconciling accounts.Ensuring data accuracy and completeness through...

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 -...

Education: - Expérience: **Education**: - College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years **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 - Direct...

h3>SalaryThe salary range for this position is CAD $38.CAD $54.strong>Reporting to the Finance Director/Manager, the Financial Analyst is responsible for providing financial, accounting, planning and business support and advice to assigned program area(s), including special projects and initiatives. The Financial Analyst contributes financial expertise and...

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

Salary Range: $95,000 - $100,000 Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value...

Education: Expérience: EducationCollege, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsTasksCoordinate the activities of the HR department in order to ensure they meet the organization's goals Coordinate the flow of information within the teamDirect and control daily operations Direct staffEvaluate daily operations...