Senior Financial Planning Associate

Role Summary:The ScotiaMcLeod Senior Financial Planning Associate is responsible for providing financial planning services that are closely integrated with wealth management. The role supports the Wealth Advisor team in creating and developing comprehensive wealth strategies for clients, including the preparation and delivery of personal financial plans....

At ScotiaMcLeod, we're seeking a highly skilled Senior Financial Planning Associate to join our team. As a cornerstone business within Scotia Wealth Management, we've earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing...

At ScotiaMcLeod, we're seeking a skilled Senior Financial Planning Associate to join our team. As a cornerstone business within Scotia Wealth Management, we've earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their...

Role Overview:The Senior Financial Planning Associate at ScotiaMcLeod is responsible for providing comprehensive financial planning services to clients while working closely with Wealth Advisors. This role entails developing and executing financial plans, identifying growth opportunities, and contributing to the Advisor's business development.Key...

Job Summary:We are seeking a skilled Senior Accountant to join our team in Oakville. As a Senior Accountant, you will oversee a diverse portfolio of Canadian-Controlled Private Corporations (CCPCs), providing expert tax compliance and financial planning services.About the Role:In this position, you will manage tax compliance, conduct compilation engagements,...

Job SummaryWe are seeking a highly skilled Senior Financial Director to join our team at Paul Gupta & Associates. As a key member of our leadership team, you will be responsible for overseeing the financial strategy and direction of the organization.Key ResponsibilitiesFinancial Planning and Analysis: Develop and implement financial plans and forecasts to...

At Paul Gupta & Associates, we are seeking a highly skilled Senior Financial Director to join our team. The ideal candidate will have a strong background in financial management and a proven track record of success in leading financial teams.Key ResponsibilitiesDevelop and implement financial strategies to drive business growth and profitabilityLead a team...

About Eric Gruscyk - Desjardins Insurance AgentAt Eric Gruscyk - Desjardins Insurance Agent, we're dedicated to providing exceptional customer service and helping our business grow through value-based conversations.Estimated Salary:$60,000 - $80,000 per year, depending on experience and performance.Job OverviewWe're seeking a skilled Financial Planning...

Job SummaryWe are seeking a highly skilled Financial Planning and Analysis professional to join our Regional Office team. The ideal candidate will possess strong analytical and problem-solving skills, with the ability to effectively communicate complex financial information to senior management.Key ResponsibilitiesDevelop and maintain accurate financial...

Job DescriptionThe Lead Analyst will manage a team of one to two analysts and support business unit leaders and Senior Management in strategic and tactical decision-making. This role involves supporting budgeting and planning, forecasting and reporting process, conducting financial analysis, and providing financial modeling support and scenario analysis.This...

Job SummaryWe are seeking a highly skilled and motivated individual to lead our Financial Planning and Analysis team. As a Manager of Financial Planning and Analysis, you will be responsible for overseeing the development and implementation of financial models, budgeting, and forecasting processes. This role will report to the Vice President of Finance and...

Job OverviewWe are seeking an experienced Senior Financial Planning and Analysis Specialist to join our team at Liberty. As a key member of our finance department, you will play a crucial role in providing financial insights and analysis to support business decision-making.About the RoleThe ideal candidate will have a strong background in financial planning...

As a Senior Wealth Associate at National Bank, you will play a key role in helping clients achieve their financial goals. Your primary responsibility will be to work closely with investment advisors to provide exceptional customer service and ensure smooth branch operations.Key responsibilities include:Analyzing clients' accounts to identify business...

Requisition ID: 208885At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them make informed decisions about their financial futures.About the RoleKey Responsibilities:Develop and implement comprehensive...

Our Commitment to StudentsAt CT Bank, we are dedicated to providing students with a supportive and collaborative environment that fosters knowledge sharing and offers key experiences to help them develop their capabilities through projects and objectives.What You'll DoAs a Financial Planning Analyst on the Planning team, you will participate in all planning...

Job SummaryCanada Inc. is seeking a highly skilled Senior Executive - Financial Operations to lead our financial operations team. The successful candidate will be responsible for allocating resources, authorizing major department establishments, and establishing financial and administrative controls.Key ResponsibilitiesAllocate material, human, and financial...

Job SummaryWe are seeking a highly skilled Senior Wealth Associate to join our team at National Bank. As a key member of our wealth management team, you will be responsible for providing exceptional customer service and ensuring smooth branch operations.Key ResponsibilitiesAnalyze clients' accounts to recommend business opportunities tailored to their...

Job SummaryWe are seeking a highly skilled Senior Wealth Associate to join our team at National Bank. As a Senior Wealth Associate, you will be responsible for providing exceptional customer service and working closely with investment advisors to ensure smooth branch operations.Key ResponsibilitiesAnalyze clients' accounts to recommend business opportunities...

About CT Bank At Canadian Tire Financial Services, we are committed to fostering a supportive and collaborative environment that enables students to develop their capabilities through meaningful projects and objectives.We believe in setting specific and measurable goals that align with our business objectives to support learning and help students achieve...

As a Senior Executive - Financial and Administrative Leadership at Canada Inc., you will be responsible for allocating resources to implement organizational policies and programs. You will also authorize and organize the establishment of major departments and associated senior staff positions. Additionally, you will establish objectives for the organization...