Financial Planning Specialist
3 days ago
About the Role
We are seeking a skilled Financial Planning Specialist to join our team. As a Financial Planner, you will play a key role in helping clients achieve their financial goals and objectives.
Key Responsibilities:
- Identify client life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise.
- Conduct reporting and relevant analysis using results to draw conclusions, make recommendations, and continually assess the effectiveness of programs, policies, and practices.
- Contribute to team and department goals while strengthening customer service and dedication.
Requirements:
- University degree preferred
- 3-5 years experience in financial services managing client relationships, providing financial advice and tailored investment solutions preferred
- Canadian Securities Course or CFA Level 1 required before start date
- CIRO Registered Representative (RR) license within first 90 days in role
- Achieve Certified Financial Planner (CFP) designation within first 3 years in role
-
Financial Services Specialist
6 days ago
Halifax, Nova Scotia, Canada Fairstone Financial Inc. Full timeAt Fairstone Financial Inc., we're looking for a skilled Financial Services Specialist to join our team. As a key member of our lending department, you'll play a crucial role in providing exceptional customer service and ensuring seamless loan origination processes.About the RoleThis full-time permanent position involves supporting customers and prospective...
-
Financial Planning Specialist
6 days ago
Halifax, Nova Scotia, Canada CUA Full timeCompany OverviewCredit Union Atlantic (CUA) is a financial institution dedicated to providing exceptional banking services to its members. Our team of professionals works tirelessly to create and deliver a great banking experience, making us the go-to choice for individuals and businesses in Nova Scotia.SalaryWe offer competitive compensation and benefits...
-
Canadian Tax Planning Specialist
3 days ago
Halifax, Nova Scotia, Canada Waterford Search Selection Advisory Full timeAs a Canadian Tax Planning Specialist at Waterford Search Selection Advisory, you will be responsible for developing and implementing tax planning assignments that meet the unique needs of our clients.Main duties:Collaborate with senior tax staff to create customized tax plansConduct thorough research to stay up-to-date on Canadian tax lawsAnalyze financial...
-
Financial Planning and Reporting Specialist
7 days ago
Halifax, Nova Scotia, Canada Bluedrop Training & Simulation Full timeJob DescriptionThe Senior Financial Accountant will be responsible for managing the financial close process, preparing financial statements, and supporting the year-end audit. This role requires strong technical accounting skills and experience with IFRS.Responsibilities:Manage the month-end financial close process and prepare timely monthly management...
-
Risk Assessment Specialist, Commercial Auto
7 days ago
Halifax, Nova Scotia, Canada Northbridge Financial Corporation Full timeRisk Assessment Specialist, Commercial AutoRisk Assessment Specialist, Commercial AutoApply locations Halifax, NS time type Full time posted on Posted Yesterday job requisition id R3960What it's like to be a Northbridge Risk Assessment Specialist, Commercial AutoNorthbridge Financial works hard to conduct mid and large-transportation account size risk...
-
Plans Examination Specialist
9 hours ago
Halifax, Nova Scotia, Canada Halifax Regional Municipality Full time8675BR Plans Examination Specialist Job Posting Halifax Regional Municipality is inviting applications for permanent position of Plans Examination Specialist in Fire Prevention with Halifax Regional Fire & Emergency (HRFE). Halifax Regional Municipality (HRM) is committed to reflecting the community it serves and recognizing Diversity and...
-
Financial Planner
3 weeks ago
Halifax, Nova Scotia, Canada BMO Financial Full timeApplication Deadline:03/23/2025Address:6980 Mumford Road, Unit 312 Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and...
-
Plans Examination Specialist
10 hours ago
Halifax, Nova Scotia, Canada Halifax Regional Fire & Emergency Full timeInternal Number: 8675BR Halifax Regional Municipality is inviting applications for permanent position of Plans Examination Specialist in Fire Prevention with Halifax Regional Fire & Emergency (HRFE). Halifax Regional Municipality (HRM) is committed to reflecting the community it serves and recognizing Diversity and Inclusion as one of the...
-
Home Financing Solutions Specialist
2 days ago
Halifax, Nova Scotia, Canada BMO Financial Full timeAbout the RoleThe Home Financing Solutions Specialist is a key contributor to the success of BMO Financial Group's mortgage business. This role requires strong interpersonal, sales, customer service, and negotiation skills to effectively work with referral partners and customers. The ideal candidate will have an in-depth understanding of the mortgage lending...
-
Loan Origination Specialist
7 days ago
Halifax, Nova Scotia, Canada Fairstone Financial Inc. Full timeCareer Overview: Fairstone Financial Inc. is seeking an experienced Loan Origination Specialist to join our team. In this role, you will work with customers to understand their financial needs and provide personalized loan solutions. Your expertise in loan origination software and ability to maintain a positive supportive attitude will make you an excellent...
-
Financial Management Specialist
6 days ago
Halifax, Nova Scotia, Canada strategicrisks Full timeSRS is seeking a skilled Financial Management Specialist to join its Halifax office. This individual will be responsible for providing excellent treasury and cash management services to clients in Bermuda and the Cayman Islands.About Strategic Risk SolutionsAs the world's largest independent insurance company manager, SRS provides management and consulting...
-
Tax Planning Specialist
4 days ago
Halifax, Nova Scotia, Canada Grant Thornton - Canada Full timeAs a Tax Planning Specialist, you'll help our clients with corporate and personal tax planning so they can benefit from tax savings and incentives. This involves working closely with clients to understand their tax needs and providing expert advice to minimize their tax liabilities.We are a collaborative team that works together to deliver exceptional...
-
sun life financial advisor
3 weeks ago
Halifax, Nova Scotia, Canada Sun Life Financial Full timeExciting Sales-Focused Opportunity with Abell Pest ControlAre you ready to unleash your sales prowess while providing exceptional customer service? Join our dynamic team at Abell Pest Control as a Customer Sales Specialist As the frontline representative, you'll play a pivotal role in securing sales and scheduling services, all while enjoying a rewarding...
-
Tax Planning Specialist
2 days ago
Halifax, Nova Scotia, Canada Grant Thornton - Canada Full timeAbout the RoleWe're seeking a seasoned Tax Planning Specialist to join our Domestic Tax team in Canada. As a trusted advisor, you'll own client relationships within various industries and collaborate with top tax professionals.Your key responsibilities will include:Establishing deep trusting relationships with clients and advising them on complex tax...
-
Financial Planning Manager
7 days ago
Halifax, Nova Scotia, Canada ResMed Inc Full timeResMed Inc is a global leader in connected health, with over 8 million cloud-connected devices for remote patient monitoring. Our mission is to improve the quality of life for patients, prevent chronic disease progression, and lower healthcare costs.About the RoleThe Strategic Finance Manager will be responsible for developing comprehensive financial...
-
Material Planning Specialist
7 days ago
Halifax, Nova Scotia, Canada I.M.P. Group International Inc. Full timeI.M.P. Group International Inc. is a leading company in the Aerospace field, committed to delivering high-quality products and services to our customers. As a Material Planning Specialist, you will play a critical role in ensuring the smooth delivery of materials to our projects.You will be responsible for reviewing and prioritizing all material supply...
-
Commercial Insurance Specialist
6 days ago
Halifax, Nova Scotia, Canada Northbridge Financial Corporation Full timeRole OverviewWe are seeking a skilled Commercial Insurance Specialist to join our team. This role involves working closely with clients to understand their insurance needs and providing personalized solutions.Main Responsibilities:Meet with clients to discuss their insurance requirementsRecommend the most suitable coverage options for clientsBuild strong...
-
Financial Planning Expert
6 days ago
Halifax, Nova Scotia, Canada CareerBeacon Full timeAbout Assante Hydrostone:Assante Hydrostone is a renowned financial services firm deeply rooted in the Halifax community. We provide personalized wealth management solutions to individuals and families, helping them achieve their long-term goals with confidence.About the Role:We are seeking an experienced Controller to join our dynamic team in Halifax. As a...
-
Broker Development Specialist
9 hours ago
Halifax, Nova Scotia, Canada Hub Financial Inc. Full timeBroker Development Specialist Halifax, NS At HUB Financial, we pride ourselves on fostering an environment dedicated to professional growth and client-centric values. As part of the HUB International family, we specialize in offering tailored financial and insurance solutions, empowering our clients to achieve their long-term goals. Our commitment to...
-
Financial Advisor Job Description
3 hours ago
Halifax, Nova Scotia, Canada Sun Life Financial Full timeJob DescriptionA Financial Advisor at Sun Life is responsible for building long-term relationships with people and helping them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence,...