Finance Business Partner with Global Wealth Management
7 days ago
We are seeking a highly skilled Finance Business Partner to join our Global Wealth Management team in Toronto or Ottawa. This is an exciting opportunity for a motivated individual to work closely with Senior Management, providing financial reporting and analysis, forecasting, and annual planning.
Key Responsibilities- Oversee monthly financial reporting, including staffing analysis, statutory expenses, and key metrics.
- Prepare monthly and quarterly forecast updates for Senior Management decision-making.
- Develop and distribute templates for MD Financial Annual Planning and Quarterly Forecasting.
- Professional accounting designation (CPA) or equivalent experience.
- Strong analytical skills with advanced competencies using Excel, Tableau, or Power BI.
- Working knowledge of financial software such as OBI, Hyperion, or Peoplesoft.
- An inclusive and collaborative working environment that encourages creativity and success.
- A competitive rewards package, including performance bonus, Employee Share Ownership Program, and Pension Plan Matching.
- Career development and progression opportunities.
The estimated salary range for this position is $80,000 - $120,000 per year, depending on qualifications and experience.
-
Wealth Management Professional
2 weeks ago
Toronto, Ontario, Canada Brightview Wealth Management Full timeJob OverviewBrightview Wealth Management is a boutique wealth management firm dedicated to helping clients accumulate wealth and achieve financial success. Our vision is to provide top-tier financial products and sound advice to match our clients' unique needs.As a Brightview Wealth Management Financial Service Representative, you will join our Toronto...
-
Global Compliance Leader, Aviso Wealth
2 weeks ago
Toronto, Ontario, Canada Aviso Wealth Full timeAviso Wealth is seeking a highly experienced and skilled Director, Chief Compliance Officer, NEI to join our Asset Management team.The Director, Chief Compliance Officer, NEI will oversee compliance within NEI, an Investment Fund Manager, Portfolio manager, and Exempt Market Dealer, regulated by the OSC and CSA.ResponsibilitiesThis role requires the...
-
Toronto, Ontario, Canada Scotiabank Full timeRequisition ID: 209725At Scotiabank, we're seeking a highly skilled Senior Manager to join our International Wealth Management Finance team. As a key member of our team, you will provide support in the planning, forecasting, and reporting processes, as well as provide financial guidance and leadership to the International Wealth Management business.The ideal...
-
Toronto, Ontario, Canada Brightview Wealth Management Full timeJob OverviewBrightview Wealth Management is a boutique wealth management firm dedicated to helping clients accumulate wealth and achieve financial success. We offer award-winning products and provide sound advice, partnering with hedge funds, asset management investment firms, and insurance carriers.We are seeking a Financial Service Representative to join...
-
Toronto, Ontario, Canada Scotiabank Full timeRole OverviewThe Senior Manager of International Wealth Management Finance will provide support in the planning, forecasting, and reporting processes. They will have a strong data mindset with the ability to distill complex financial scenarios and provide recommendations that will enhance International Wealth Management results.Key ResponsibilitiesLead...
-
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Business Analyst to join our Global Wealth Management Technology team. As a Business Analyst, you will play a critical role in developing and modernizing the technology that powers our Global Wealth Management business lines.Key ResponsibilitiesCommunicate and align with stakeholders to ensure technology solutions meet...
-
Wealth Management Expert
3 weeks ago
Toronto, Ontario, Canada Aviso Wealth Full timeWe are seeking a skilled Wealth Management Expert to join our team at Aviso Wealth, a leading wealth management and investment services provider for the Canadian financial industry.Job Summary: As a Wealth Management Expert, you will be responsible for providing exceptional service to our clients by managing their investment portfolios, providing financial...
-
Senior HR Business Partner
1 month ago
Toronto, Ontario, Canada AGF Management Full timeAbout AGF ManagementAGF Management Limited is an independent and globally diverse asset management firm, delivering excellence in investing through three distinct business lines: AGF Investments, AGF Capital Partners, and AGF Private Wealth.Our MissionWe strive to provide innovative investment solutions that meet the evolving needs of our clients, while...
-
Finance Business Partner
4 weeks ago
Toronto, Ontario, Canada Takeda Full timeJob SummaryThe Finance Business Partner role at Takeda is a critical position that requires a strong analytical mindset and excellent communication skills. As a Finance Business Partner, you will be responsible for providing high-quality financial insights, reporting, and analysis to support business units and functions. Your primary goal will be to ensure...
-
Wealth Management Leadership Position
4 days ago
Toronto, Ontario, Canada Nicola Wealth Full timeAbout UsNicola Wealth is a leading wealth management firm in Canada, recognized for its exceptional financial planning, diversified investment platform, and award-winning culture.Job SummaryWe are seeking an experienced Advisory Services Director to lead our Wealth Advisor team and operations in Ontario. As a key member of our leadership team, you will be...
-
Finance Business Partner
4 weeks ago
Toronto, Ontario, Canada Takeda Full timeJob SummaryThe Finance Business Partner is a key role at Takeda, responsible for providing high-quality financial insights, reporting, and analysis to support business units and functions. This position requires a strong analytical mindset, excellent communication skills, and the ability to work collaboratively with cross-functional teams.Key...
-
Wealth Management Specialist
5 days ago
Toronto, Ontario, Canada Optimize Wealth Management Full timeOptimize Wealth Management is a premier wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients, including financial planning, portfolio management, tax preparation, debt management, and estate planning.The core of our approach is to match clients' financial and life goals with personalized...
-
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Business Analyst to join our Global Wealth Management Technology team. As a Business Analyst, you will play a critical role in driving business outcomes and delivering high-quality solutions.Key ResponsibilitiesCommunicate effectively with stakeholders to align technology solutions with business needs.Gather and...
-
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Business Analyst to join our Global Wealth Management Technology team. As a Business Analyst, you will play a critical role in driving business growth and improving operational efficiency.Key ResponsibilitiesCommunicate effectively with stakeholders to align technology solutions with business needs.Gather and...
-
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Treasury Associate to join our Retail Banking and Global Wealth Management team. As a key member of our team, you will be responsible for assisting in the execution of business strategies, plans, and initiatives in compliance with governing regulations, internal policies, and procedures.Key...
-
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Business Analyst to join our Global Wealth Management Technology team. As a Business Analyst, you will play a critical role in driving business outcomes and delivering high-quality solutions to our clients.Key ResponsibilitiesCommunicate and align with stakeholders to ensure technology solutions meet business...
-
Financial Services Representative
4 weeks ago
Toronto, Ontario, Canada Brightview Wealth Management Full timeJob OverviewBrightview Wealth Management is a boutique wealth management firm that provides top-tier financial products and services to its clients. Our vision is to help clients achieve financial success through sound advice and strategic planning.As a Financial Services Representative at Brightview Wealth Management, you will be responsible for...
-
Financial Services Representative
6 days ago
Toronto, Ontario, Canada Brightview Wealth Management Full timeAt Brightview Wealth Management, we're committed to delivering trusted advice that helps our clients thrive and communities prosper. As a Financial Services Representative, you'll play a key role in achieving this vision.Job OverviewOur boutique wealth management firm offers a unique opportunity for individuals who are passionate about helping others achieve...
-
Finance Business Partner Associate
4 weeks ago
Toronto, Ontario, Canada CPP Investments Full timeCompany OverviewCPP Investments is a global investment organization that manages the funds of the Canada Pension Plan. We are seeking an Associate to join our Finance Business Partner team in the Management Analytics group.The successful candidate will provide financial information and insights to support management decision-making. They will work closely...
-
Global Wealth Management Sponsorship Opportunity
4 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeProgram OverviewScotiabank's Global Wealth Management Sponsorship Program offers students the opportunity to develop their skills and gain experience in the field of global wealth management. As a sponsor, Scotiabank provides students with the chance to work on real-world projects, build their network, and discover their strengths and weaknesses.Key...