Financial Planning Specialist

4 weeks ago


Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full time

Financial Planning Specialist

At LEBANC DEVELOPMENT INC., we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to analyze financial data to inform business decisions.

Key Responsibilities:

  • Evaluate financial risk and develop strategies to mitigate it
  • Use portfolio management software to track financial performance
  • Prepare company, industry, and economic outlooks, analytical reports, briefings notes, and correspondence
  • Advise on and participate in the financial aspects of contracts and calls for tender
  • Analyze investment projects and assist in preparing operating and investment budgets
  • Plan short- and long-term cash flows and assess financial performance

Requirements:

  • Bachelor's degree in Finance or related field
  • 1-2 years of experience in a similar role
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment


  • Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full time

    At LEBANC DEVELOPMENT INC., we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to analyze financial data to inform business decisions.The Financial Planning Specialist will be responsible for evaluating financial risk, preparing company and industry...


  • Markham, Ontario, Canada Tomato Pay Inc. Full time

    Financial Planning Specialist at Tomato Pay Inc.We are seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other...


  • Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full time

    Financial Planning SpecialistLEBANC DEVELOPMENT INC. is seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to analyze financial data to inform business decisions.Key Responsibilities:Evaluate financial risk and develop strategies to mitigate itUse portfolio...


  • Markham, Ontario, Canada Tomato Pay Inc. Full time

    Financial Planning SpecialistTomato Pay Inc. is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial planning department, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other...


  • Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full time

    Financial Planning SpecialistAt LEBANC DEVELOPMENT INC., we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to analyze financial data to inform business decisions.Key Responsibilities:Evaluate financial risk and develop strategies to mitigate itUse portfolio...


  • Markham, Ontario, Canada LSG Partners Full time

    Job Title: Financial Planning SpecialistJob Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at LSG Partners. The successful candidate will be responsible for evaluating financial risk, collecting and analyzing financial and investment information, and providing investment advice to clients.Key Responsibilities:Evaluate...


  • Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full time

    At LEBANC DEVELOPMENT INC., we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in finance, with a strong background in financial analysis and planning.The successful candidate will be responsible for evaluating financial risk, using portfolio management...


  • Markham, Ontario, Canada Tomato Pay Inc. Full time

    Financial Planning SpecialistAt Tomato Pay Inc., we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to analyze financial data to inform business decisions.Key Responsibilities:Evaluate financial risk and develop strategies to mitigate itUse portfolio management...


  • Markham, Ontario, Canada LSG Partners Full time

    Job Title: Financial Planning SpecialistJob Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at LSG Partners. The successful candidate will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other...


  • Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full time

    Job Title: Financial Planning SpecialistJob Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at LEBANC DEVELOPMENT INC. The successful candidate will be responsible for evaluating financial risk, preparing company and industry outlooks, and advising on financial aspects of contracts.Key Responsibilities:Evaluate...


  • Markham, Ontario, Canada Tomato Pay Inc. Full time

    At Tomato Pay Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to analyze financial data to identify trends and opportunities.The Financial Planning Specialist will be responsible for evaluating financial risk, using portfolio management software,...


  • Markham, Ontario, Canada Tomato Pay Inc. Full time

    At Tomato Pay Inc., we are seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial team, you will be responsible for evaluating financial risk, managing investment portfolios, and preparing company outlooks and analytical reports. Your expertise in financial planning and analysis will help us make informed business...


  • Markham, Ontario, Canada Tomato Pay Inc. Full time

    At Tomato Pay Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other investments.The ideal candidate...


  • Markham, Ontario, Canada Cheng-Chung Yu Professional Corporation Full time

    Job Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at Cheng-Chung Yu Professional Corporation. The successful candidate will be responsible for maintaining accurate financial records, preparing financial reports, and providing financial advice to clients.Key Responsibilities:Maintain and balance various accounts using...


  • Markham, Ontario, Canada Tomato Pay Inc. Full time

    At Tomato Pay Inc., we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in business, commerce, or a related field. Key responsibilities include evaluating financial risk, using portfolio management software, and preparing company outlooks and analytical...


  • Markham, Ontario, Canada LSG Partners Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at LSG Partners. The successful candidate will be responsible for evaluating financial risk, using portfolio management software, and providing investment advice to clients.Key ResponsibilitiesEvaluate financial risk and provide recommendations to clientsUse portfolio...


  • Markham, Ontario, Canada Tomato Pay Inc. Full time

    At Tomato Pay Inc., we are seeking a skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other investments.Key...


  • Markham, Ontario, Canada Tomato Pay Inc. Full time

    At Tomato Pay Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to analyze financial data to identify trends and opportunities. Key responsibilities will include evaluating financial risk, using portfolio management software, and preparing company...


  • Markham, Ontario, Canada Cheng-Chung Yu Professional Corporation Full time

    At Cheng-Chung Yu Professional Corporation, we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in accounting and financial services, with the ability to maintain accurate financial records and prepare financial reports.The successful candidate will be responsible for:Maintaining...


  • Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full time

    At LEBANC DEVELOPMENT INC., we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in finance, with a strong understanding of general finance principles.Key ResponsibilitiesEvaluate financial risk and make informed decisions to mitigate potential lossesUse...