Financial Planning Specialist

We are seeking a skilled Financial Planning Specialist to join our team at OTT Financial Inc. The ideal candidate will have a strong understanding of financial planning principles and be able to analyze clients' financial records to develop effective financial plans.Responsibilities:Analyze clients' financial records to identify areas for improvementDevelop...

Job SummaryWe are seeking a highly skilled Financial Planning Manager to join our team at Questrade Financial Group. As a key member of our finance team, you will be responsible for providing financial planning and analysis support to our business units.Key ResponsibilitiesDevelop and maintain financial models and forecasts to support business...

We are seeking a highly skilled Financial Planning Specialist to join our team at DoMy Laundry Inc.About the RoleThis is a permanent position that requires 40 to 44 hours of work per week. The successful candidate will have a Bachelor's degree or equivalent experience and a strong understanding of financial planning principles.The ideal candidate will have 3...

Job SummaryWe are seeking a highly motivated and skilled Customer Success Specialist to join our team at CI Financial. In this role, you will be responsible for providing exceptional support to our customers, ensuring they achieve success with our financial planning platform.About the RoleThe ideal candidate will have excellent communication skills, both...

Job Title: Financial Planning SpecialistAt CKM PROFESSIONAL CORPORATION, we seek a detail-oriented Financial Planning Specialist to assist in financial planning and analysis.Key Responsibilities:Evaluate financial risk and assist in preparing operating and investment budgets.Plan short- and long-term cash flows and assess financial performance.Variance...

Job ID : 7407 Category : Personal Insurance Brand : Definity Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Toronto, Canada Posting Range : $66,300 - $122,100 Definity is the parent company to some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance...

Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at KPMG LLP. As a key member of our financial services industry, you will play a critical role in providing expert financial, business, and tax advice to clients.About the RoleThe ideal candidate will have a bachelor's degree in accounting or equivalent experience, with...

OverviewAt Event Media Design, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial department, you will be responsible for evaluating financial risk, managing investment portfolios, and advising on financial contracts.Job DescriptionThis is an exciting opportunity for a detail-oriented professional...

We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at 45 ST. CLAIR AVENUE WEST INC.About the RoleThe successful candidate will be responsible for providing financial planning and advisory services to clients, including identifying financial goals and objectives, planning and administering accounting systems, and...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

About McCain FoodsAs a treasured family-owned company with over 60 years of experience, McCain Foods has established a presence in over 160 countries with a global team of 22,000 people. We are committed to sustainable growth and positive change.Job DescriptionWe are seeking a highly motivated and detail-oriented Financial Planning Specialist to join our NA...

About Ajooni Management Inc.We are a dynamic and innovative company looking for a highly skilled Financial Planning Specialist to join our team. In this role, you will be responsible for managing balance sheets and profit/loss statements, planning, setting up, and administering accounting systems, ensuring accuracy and compliance with accounting standards,...

About Impact KitchenWe are a dynamic organization seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial department, you will play a crucial role in ensuring the smooth operation of our financial systems.Job OverviewThe ideal candidate will have 1-2 years of experience in a similar role and hold a college...

About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Canada's Drug Agency. As a key member of our finance department, you will play a crucial role in evaluating financial risk, preparing company and industry outlooks, and analyzing investment projects.ResponsibilitiesEvaluate financial risk and develop strategies to...

p>Finances et comptabilitéOur ideal candidate has experience with expense and FTE forecasting, planning, consolidation, cost allocation and analysis for large, complex organizations. A self-starter with excellent Excel, analytical, communication and quantitative skills, and holds either a CPA, CFA or MBA.Develops detailed financial and economic analysis to...

h3>Manager, Journey Finance Support (hybrid) Friday, October 25, 2024 Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. Community Trust Company (CTC) is a member of the Questrade Group of Companies (QFG), which currently includes Questrade Inc., p> What’s in it for you as...

We are looking for a skilled Financial Planning and Analysis Specialist to join our team at Impact Kitchen. The ideal candidate will have 1-2 years of experience in financial planning and analysis, with a strong background in accounting and finance.About the RoleThis is a permanent position working 30-40 hours per week. As a Financial Planning and Analysis...

Picadilly Canada is seeking an experienced Financial Planning Specialist to join our team.The estimated annual salary for this position is $85,000-$110,000, depending on experience and location.About the RoleWe are looking for a highly skilled accounting professional to plan, set up, and administer accounting systems. The successful candidate will ensure...

p>Application Deadline:12/05/2024Address:33 Dundas Street WestJob Family Group:Finance & AccountingOur ideal candidate has experience with expense and FTE forecasting, planning, consolidation, cost allocation and analysis for large, complex organizations. A self-starter with excellent Excel, analytical, communication and quantitative skills, and holds either...

Role SummaryA Financial Planning Specialist is required to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.About the RoleThis role focuses on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the...