Financial Planning Specialist
5 days ago
We are seeking a highly skilled Financial Planning Specialist to join our team at Tomato Pay Inc. as a Financial Analyst.
Key Responsibilities- Evaluate financial risk and make informed decisions to mitigate potential losses.
- Utilize portfolio management software to track and analyze financial data.
- Collect and analyze financial information about companies, stocks, bonds, and other investments.
- Prepare comprehensive financial reports, including company, industry, and economic outlooks.
- Advise on and participate in the financial aspects of contracts and tenders.
- Assist in preparing operating and investment budgets.
- Plan short- and long-term cash flows and assess financial performance.
- Develop and implement risk management plans.
- Perform variance analysis to identify areas for improvement.
- Perform administrative tasks as required.
- 1-2 years of experience in a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Proficiency in MS Excel.
- Attention to detail and organizational skills.
- Accurate and reliable.
- Dental plan.
- Permanent employment.
- 35-40 hours per week.
- English language.
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Financial Planning Specialist
1 day ago
Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at LEBANC DEVELOPMENT INC. as a Financial Analyst.Key ResponsibilitiesEvaluate Financial Risk: Assess and mitigate financial risks associated with investment projects and business operations.Portfolio Management: Utilize portfolio management software to optimize...
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Financial Planning Specialist
22 hours ago
Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at LEBANC DEVELOPMENT INC. as a Financial Analyst.Key ResponsibilitiesEvaluate Financial Risk: Assess and mitigate financial risks associated with investment projects and business operations.Portfolio Management: Utilize portfolio management software to optimize...
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Financial Planning Specialist
6 hours ago
Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at LEBANC DEVELOPMENT INC. as a Financial Analyst.Key ResponsibilitiesEvaluate financial risk and make informed decisions to mitigate potential losses.Utilize portfolio management software to optimize investment strategies and improve financial performance.Prepare...
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Financial Planning Specialist
8 hours ago
Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at LEBANC DEVELOPMENT INC. as a Financial Analyst.Key ResponsibilitiesEvaluate financial risk and make informed decisions to mitigate potential losses.Utilize portfolio management software to optimize investment strategies and improve financial performance.Prepare...
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Financial Planning Specialist
1 day ago
Markham, Ontario, Canada Tomato Pay Inc. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Tomato Pay Inc. as a Financial Analyst.Key ResponsibilitiesEvaluate financial risk and make informed decisions to mitigate potential losses.Utilize portfolio management software to track and analyze financial data.Collect and analyze financial information about...
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Financial Planning Specialist
24 hours ago
Markham, Ontario, Canada Tomato Pay Inc. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Tomato Pay Inc. as a Financial Analyst.Key ResponsibilitiesEvaluate financial risk and make informed decisions to mitigate potential losses.Utilize portfolio management software to track and analyze financial data.Collect and analyze financial information about...
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Financial Planning Specialist
5 days ago
Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at LEBANC DEVELOPMENT INC. as a Financial Analyst.Key ResponsibilitiesEvaluate Financial Risk: Assess and mitigate financial risks associated with investment projects and financial transactions.Portfolio Management: Utilize portfolio management software to analyze...
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Financial Planning Specialist
5 days ago
Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at LEBANC DEVELOPMENT INC. as a Financial Analyst.Key ResponsibilitiesEvaluate Financial Risk: Assess and mitigate financial risks associated with investment projects and financial transactions.Portfolio Management: Utilize portfolio management software to analyze...
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Financial Planning Specialist
3 days ago
Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at LEBANC DEVELOPMENT INC. as a Financial Analyst.Key ResponsibilitiesEvaluate financial risk and make informed decisions to mitigate potential losses.Utilize portfolio management software to optimize investment returns and minimize risk.Prepare comprehensive...
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Financial Planning Specialist
3 days ago
Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at LEBANC DEVELOPMENT INC. as a Financial Analyst.Key ResponsibilitiesEvaluate financial risk and make informed decisions to mitigate potential losses.Utilize portfolio management software to optimize investment returns and minimize risk.Prepare comprehensive...
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Financial Planning Specialist
7 days ago
Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at LEBANC DEVELOPMENT INC.Key ResponsibilitiesEvaluate financial risk and make informed decisions to mitigate potential losses.Utilize portfolio management software to optimize investment strategies and improve financial performance.Prepare comprehensive analytical...
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Financial Planning Specialist
7 days ago
Markham, Ontario, Canada TalentFinity Full timeJob SummaryTalentFinity is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for providing financial planning and analysis support to our organization.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and maintain financial models and forecasts to support...
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Financial Planning Specialist
7 days ago
Markham, Ontario, Canada Tomato Pay Inc. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Tomato Pay Inc.Key ResponsibilitiesEvaluate financial risk and develop strategies to mitigate potential lossesUse portfolio management software to analyze and optimize investment portfoliosCollect and analyze financial and investment information about companies,...
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Financial Planning Specialist
7 days ago
Markham, Ontario, Canada TalentFinity Full timeJob SummaryTalentFinity is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for providing financial planning and analysis support to our organization.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and maintain financial models and forecasts to support...
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Financial Planning Consultant
1 week ago
Markham, Ontario, Canada Bank of Montreal Full time $78,400 - $145,600Job SummaryWe are seeking a highly skilled Wealth and Tax Planning Specialist to join our team at the Bank of Montreal. As a key member of our wealth management team, you will play a critical role in helping high net worth and ultra high net worth clients achieve their long-term financial objectives.Key ResponsibilitiesProvide customized advice and...
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Senior Wealth Planning Advisor
6 days ago
Markham, Ontario, Canada BMO Financial Group Full timeJob Summary:We are seeking a highly skilled Senior Wealth Planning Advisor to join our team at BMO Financial Group. As a Senior Wealth Planning Advisor, you will be responsible for providing specialized wealth planning advice and solutions to High Net Worth / Ultra High Net Worth (HNW/UHNW) clients.Key Responsibilities:Develop and implement comprehensive...
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Financial Planning and Analysis Specialist
1 week ago
Markham, Ontario, Canada Canadian Accounting Consultants [CPA Recruitment] Full timeFinancial Planning and Analysis RoleWe are seeking a highly skilled Financial Planning and Analysis professional to join our team at Canadian Accounting Consultants, a leading CPA recruitment firm. As a Financial Planning and Analysis professional, you will play a key role in compiling and analyzing financial data, providing insights to drive business...
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Sun Life Financial Advisor
7 days ago
Markham, Ontario, Canada Sun Life Financial Full timeAbout the RoleWe are seeking a highly motivated and entrepreneurial individual to join our team as a Sun Life Financial Advisor. As a Financial Advisor, you will have the opportunity to build your own business and achieve financial independence.Key ResponsibilitiesGrow your business by prospecting within your network and in your communityMeet with prospects...
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Financial Planning and Analysis Specialist
10 hours ago
Markham, Ontario, Canada CB Canada Full timeKey Responsibilities:Develop and maintain comprehensive financial reports to track performance against budget and provide insights for business unit meetings.Collaborate with leadership to design and execute the annual business plan, including financial analysis and reporting.Provide ad-hoc financial analysis and support to business leaders on customer,...
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Financial Planning and Analysis Specialist
8 hours ago
Markham, Ontario, Canada CB Canada Full timeKey Responsibilities:Develop and maintain comprehensive financial reports to track performance against budget and provide insights for business unit meetings.Collaborate with leadership to design and execute the annual business plan, including financial analysis and reporting.Provide ad-hoc financial analysis and support to business leaders on customer,...