Financial Planning Specialist

2 months ago


Calgary, Alberta, Canada CB Canada Full time

Job Summary

CB Canada is seeking a highly skilled Financial Planning Specialist to support our client's finance team. As a key member of our team, you will be responsible for providing financial analysis and planning expertise to drive business growth and success.

Key Responsibilities

  • Collaborate with the finance team to understand variance to budgets and build a financial plan that aligns with business objectives.
  • Provide financial analysis of operating expenses and relate this back to business drivers to inform strategic decisions.
  • Develop and maintain financial models and reports to support business planning and decision-making.
  • Work closely with stakeholders to identify and prioritize financial planning initiatives.
  • Conduct financial analysis and provide recommendations to improve financial performance.

Requirements

  • Minimum 5 years of experience in financial analysis and planning.
  • Strong analytical, problem-solving, and reporting skills.
  • Demonstrated relationship management skills with various stakeholder groups.
  • Ability to work effectively and respectfully with a team under stressful conditions.
  • Advanced skills in Excel, PowerPoint, and SharePoint.

Preferred Qualifications

  • Experience with Oracle financials.

What We Offer

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation package.


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Title: Financial Planning SpecialistAbout the Role:We are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Planning SpecialistJ&H Financial Corp is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in the insurance industry.Key Responsibilities:Identify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in financial planning and wealth management.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. The ideal candidate will have a strong background in financial planning, wealth management, and insurance industry expertise.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    J&H Financial Corp is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial planning and analysis, with the ability to develop and implement comprehensive financial plans for clients.The successful candidate will have a bachelor's degree and at least 1 year of experience in the...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    About J&H Financial CorpWe are a leading financial services company dedicated to providing expert advice and guidance to our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals.Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team. The successful...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    About J&H Financial CorpWe are a leading financial services company dedicated to providing expert advice and guidance to our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals.Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team. The successful...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. As a key member of our financial services team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    About J&H Financial CorpWe are a leading financial services company dedicated to providing expert financial guidance to our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals.Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    About J&H Financial CorpWe are a leading financial services company dedicated to providing expert financial guidance to our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals.Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    About J&H Financial CorpWe are a leading insurance company dedicated to providing exceptional financial services to our clients. Our team of experts is committed to helping individuals and families achieve their financial goals.Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will be...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    About J&H Financial CorpWe are a leading insurance company dedicated to providing exceptional financial services to our clients. Our team of experts is committed to helping individuals and families achieve their financial goals.Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will be...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...


  • Calgary, Alberta, Canada YK Freightways Inc Full time

    Financial Planning SpecialistYK Freightways Inc is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other investments.Key...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...