Financial Planning Specialist

About the RoleAt Sun Life Financial, we are seeking a highly skilled and motivated Senior Financial Planning Specialist to join our Client Relationship Team. This is a unique opportunity to build relationships with clients of our personal Group Choices plan and provide comprehensive portfolio reviews, retirement planning discussions, and financial advice to...

AGA Financial Group inc. is seeking a highly skilled Senior Financial Planning and Analysis Specialist to join our team.Job SummaryThe ideal candidate will possess strong analytical skills, excellent communication abilities, and the ability to work effectively in a fast-paced environment. As a key member of our financial planning and analysis team, you will...

Job OverviewWe are seeking a skilled Financial Planning Specialist to support our capital expenditure planning process. This is an exciting opportunity to play a meaningful role in budgeting, forecasting, and prioritizing investment opportunities.About the RoleYou will be responsible for collaborating with cross-functional teams to optimize our capital...

Job Summary">">We are seeking a Financial Planning Specialist to join our team at Scotiabank. As an Investment Banking Analyst, you will be responsible for providing exceptional service to customers, creating financial plans, and delivering trusted financial advice.">About the Role">">You will have an assigned book of mid-affluent customers and the...

Company OverviewRoyal Bank of Canada (RBC) is a leading financial institution with a long history of delivering exceptional services to its clients. As a Financial Planning Specialist, you will be part of the RBC Family Office Services team, working closely with advisors to deliver customized financial plans to High Net Worth (HNW) clients.

**About Stay22**We're on a mission to revolutionize the travel media industry by empowering companies and content creators with AI-powered solutions. Our goal is to unlock fresh revenue streams and enable seamless monetization of platforms.Job Summary:As a Financial Planning Specialist, you'll play a crucial role in analyzing data, extracting insights, and...

OverviewScotiabank is a leading bank in the Americas, committed to making a difference in our communities and helping customers achieve success.About the RoleThis role offers a unique opportunity to provide exceptional service to mid-affluent customers and build lasting relationships. As an Investment & Personal Banking Specialist, you will connect with...

About CAE IncCAE Inc is a leading provider of aviation training solutions, and we are seeking a highly skilled Financial Planning and Reporting Specialist to join our team.Salary Range: $80,000 - $110,000 per annum, depending on experience.Job DescriptionWe are looking for a detail-oriented and organized individual to support the financial planning and...

About the Role: As a Financial Planning Specialist at Scotiabank, you will play a vital role in delivering trusted financial advice to customers and helping them achieve their goals. You will be responsible for creating personalized financial plans, leveraging relevant financial planning tools and resources.Your Key Responsibilities:Educate customers on...

Company OverviewVision Group is the North American leader in vision correction, with over 12 brands and more than 70 clinics across Canada and the United States.Estimated Salary$80,000 - $110,000 per year, based on experience and location.Job DescriptionWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Vision...

Job Title: Financial Analyst SpecialistWe are seeking a skilled Financial Analyst Specialist to join our dynamic team at Randstad. This is an exciting opportunity for an individual who is passionate about numbers and has excellent analytical skills.About the Role:The successful candidate will act as a business partner, working closely with various teams to...

Job SummaryWe are seeking a Financial Planning Expert to join our team as a Wealth Creation Specialist. This role is responsible for identifying clients' investment and financing needs, drafting personalized financial plans, and advising clients on customized solutions.

Job OverviewSun Cloud LLC seeks a highly skilled Financial Planning and Control Specialist to join our team in Montréal, QC. As a key member of our finance department, you will be responsible for overseeing the company's financial plans and policies, accounting practices, and preparation of financial reports.ResponsibilitiesManage month-end, quarter-end,...

About the Opportunity:">The Royal Bank of Canada is seeking a highly skilled Financial Planning Specialist to join its Family Office Services team. As an integral member of this team, you will work closely with advisors to deliver comprehensive financial plans to High Net Worth (HNW) clients.">Your Key Responsibilities:">">Prepare customized financial plans...

Job SummaryA challenging and rewarding opportunity exists for a skilled Financial Planning Specialist to join our team at the Royal Bank of Canada. This role offers the chance to work with high net worth clients, delivering personalized financial plans that meet their specific needs.About the Role:We are seeking an experienced professional with a strong...

Scotiabank is a leading bank in the Americas, driven by its purpose to help customers achieve success. As a Financial Planning Professional, you will be an integral part of the ScotiaMcLeod team, contributing to the overall success of the organization.About the RoleThis role offers a unique opportunity to provide financial planning support to a dedicated...

At Randstad, we are currently seeking a highly skilled Financial Operations Specialist to join our team in the Downtown Montréal area.About the RoleThis is a permanent, full-time position (35 hours/week) with a Monday to Friday daytime schedule. As a Financial Operations Specialist, you will be responsible for managing the full accounting cycle and ensuring...

About Fed FinanceFounded in 2001, Fed Finance is a specialist recruitment agency focused on accounting and finance professionals. Our expert consultants provide personalized support to clients throughout their job search journey.Our ClientWe are partnering with a manufacturing company based in Ville-St-Laurent, seeking an experienced financial professional...

We are seeking a Financial Planning Consultant to join our team at Royal Trust Corporation of Canada. As an integral member of our team, you will work closely with our advisors to deliver comprehensive financial plans to High Net Worth (HNW) clients. Your expertise in tax planning and financial planning will be essential in providing expert knowledge around...

Job Title: Financial Planning ExpertAbout the Company:Randstad is a leading provider of recruitment services, connecting job seekers with top employers.Key Responsibilities:As a Senior Financial Analyst in our team, you will play a crucial role in supporting operational activities as a business partner under the direction of the FP&A Director. Your primary...