Financial Planning Specialist

Job Title: Financial Planning SpecialistAt Royal Trust Corporation of Canada, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Wealth Management team, you will play a critical role in delivering comprehensive financial plans to our high net worth clients.Key Responsibilities:Prepare customized financial...

Job SummaryAs a Financial Planning Specialist at Royal Bank of Canada, you will develop relationships and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...

About the Role:We're seeking a skilled Financial Analyst II to join our Group FP&A team at Intact Financial Corporation.As a Financial Analyst II, you'll play a crucial role in evaluating the financial performance of our global operations, preparing the weekly group forecast, contributing to the annual planning process, and providing various analyses to...

Role OverviewAs a Financial Planning Specialist at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with...

Job DescriptionWe are seeking a Strategic Financial Planning Specialist to join our team at Scotiabank. This role is responsible for providing comprehensive financial planning advice to high net worth clients.Develop and implement financial plans tailored to clients' specific needs.Collaborate with internal teams to ensure integrated and organized approach...

We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Randstad Canada. As a key member of our dynamic team, you will play a vital role in promoting the financial health of our organization.The ideal candidate will have a strong background in accounting and financial analysis, with a minimum of 5 years of experience in...

Job SummaryJob DescriptionWhat is the opportunity?As a key member of the Royal Bank of Canada's Family Office Services team, you will work closely with our advisors to deliver tailored, comprehensive financial plans to High Net Worth (HNW) clients. Your role as a Financial Planning Specialist will involve collaborating with our team to identify and address...

At Intact Financial Corporation, we're looking for a skilled Financial Planning Analyst to join our Group FP&A team. As a key member of our team, you'll play a crucial role in evaluating the financial performance of our global operations.Key Responsibilities:Prepare the weekly group forecast and participate in the annual budget process.Perform ad-hoc...

At Intact Financial Corporation, we're seeking a skilled Financial Analyst II to join our Group FP&A team. As a key member of our team, you'll play a vital role in evaluating the financial performance of our global operations.Key Responsibilities:Prepare the weekly group forecast and participate in the annual budget process.Conduct ad-hoc analyses to support...

Company OverviewScotiabank is a leading bank in the Americas, guided by its purpose: "for every future." The company helps its customers, their families, and communities achieve success through a broad range of advice, products, and services.Job DescriptionThe Senior Financial Planning Associate plays a crucial role in the ScotiaMcLeod team, supporting...

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...

Job OverviewWe are seeking a Senior Financial Planning Specialist to join our Canadian Banking Branch network. As a key member of our team, you will provide exceptional service to customers and help them achieve their financial goals.About the RoleIn this role, you will be responsible for delivering trusted financial advice and providing a full range of...

About the RoleWe are seeking a highly skilled Senior Financial Specialist to join our IT Finance team. As a key member of our team, you will be responsible for providing financial expertise and support to our IT portfolios.Key responsibilities include:Providing financial analysis and insights to support business decisionsDeveloping and maintaining financial...

About the RoleWe are seeking a highly skilled Financial Specialist to join our Distribution Financial Strategy (DFS) team. As a key member of our team, you will be responsible for providing financial support to our brokerage network, ensuring a strong and sustainable presence in the market.Key ResponsibilitiesOversee the implementation and execution of our...

At Intact Financial Corporation, we're seeking an Accounting Specialist to join our Financial Reporting & Consolidation department. As a key member of our team, you'll play a vital role in the analysis and disclosure of financial information.Key Responsibilities:Participate in the preparation of Intact Financial Corporation's quarterly and annual...

Unlock Career OpportunitiesWe are seeking a highly skilled Financial Planning Specialist to join our team at Royal Bank of Canada. As a key member, you will be responsible for delivering comprehensive financial plans to High Net Worth (HNW) clients.Job Description:Develop personalized financial plans addressing client needs in financial, investment,...

Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at National Bank. As a Financial Planning Specialist, you will be responsible for advising clients on their investment and financing needs, creating personalized financial plans, and developing business opportunities to increase client portfolios.Key ResponsibilitiesIdentify...

Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at National Bank. As a Financial Planning Specialist, you will be responsible for advising clients on their investment and financing needs, creating personalized financial plans, and developing business opportunities to increase client portfolios.Key ResponsibilitiesIdentify...

Job SummaryAs a Financial Planning Specialist with the Royal Bank of Canada, you will work closely with our advisors to deliver customized financial plans to High Net Worth clients. Your role will involve collaborating with the Financial Planning Analyst team to prepare comprehensive financial plans that meet clients' specific needs.Key...

Job DescriptionWe are seeking a highly skilled Financial Analyst Reinsurance Specialist to join our team at Intact Financial Corporation.About the RoleThe Financial Analyst Reinsurance Specialist will play a key role in supporting Group Reinsurance activities, providing recommendations to ensure consistency and application of best reinsurance practices...