Financial Planning Associate
7 days ago
We are seeking a skilled Financial Planning Associate to join our team in Toronto. This is a contract position that will provide financial planning support to Senior Total Wealth Planners.
Key Responsibilities:- Prepare comprehensive financial plans for high-net-worth clients, working collaboratively with Senior Total Wealth Planners to create preliminary plans and finalize recommendations.
- Administer the financial planning process, ensuring accuracy, completeness, and timeliness of plans, while maintaining confidentiality and adhering to regulatory requirements.
- Support the compliance and quality control mandate by reviewing plans completed by advisors and providing feedback to improve the quality of the financial planning product.
- University degree, working towards a financial planning designation (CFP), and minimum 2 years of experience in an advisory role within the financial services industry.
- Strong analytical and problem-solving skills, with ability to work effectively in a team environment and communicate complex ideas clearly.
- Familiarity with Scotia Wealth Management's products and services, as well as knowledge of financial planning principles and best practices.
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Financial Services Associate
2 days ago
London, Ontario, Canada CI Financial Full timeWe are seeking a Private Client Administration Associate to join our team.In this role, the successful candidate will provide administrative support with a sense of urgency and exceptional accuracy on all financial and non-financial requests received from high net worth clientele.Key ResponsibilitiesEnsure timely, efficient, and accurate completion of...
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ScotiaMcLeod Senior Financial Planning Associate
2 weeks ago
London, Ontario, Canada Scotiabank Full timeRequisition ID: 214902As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...
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Financial Planning Analyst
7 days ago
London, Ontario, Canada Harris Geospatial Solutions Full timeCompany Overview:L3Harris Technologies, a leading innovator in the defense and aerospace industries, is home to the WESCAM division. This esteemed unit specializes in developing advanced optical sensor and targeting systems for global defense, military, and law enforcement agencies.We pride ourselves on our commitment to delivering cutting-edge solutions...
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Total Wealth Planning Associate
3 weeks ago
London, Ontario, Canada Scotiabank Full timeTitle: Total Wealth Planning Associate - London, ONRequisition ID: 216877Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of Job:Financial Planning is a key service provided to clients of Scotia Wealth Management. The primary purpose of the Total Wealth Planning Associate is to provide financial...
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Total Wealth Planning Associate
4 weeks ago
London, Ontario, Canada Scotiabank Full timeTitle: Total Wealth Planning Associate - London, ONRequisition ID: 216877Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of Job:Financial Planning is a key service provided to clients of Scotia Wealth Management. The primary purpose of the Total Wealth Planning Associate is to provide financial...
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Total Wealth Planning Associate
2 weeks ago
London, Ontario, Canada Scotiabank Full timeTitle: Total Wealth Planning Associate - London, ONRequisition ID: 216877Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of Job:Financial Planning is a key service provided to clients of Scotia Wealth Management. The primary purpose of the Total Wealth Planning Associate is to provide financial...
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Wealth Planning Associate Professional
16 hours ago
London, Ontario, Canada Scotiabank Full timeJob Description:As a Total Wealth Planning Associate at Scotiabank, you will play a vital role in providing financial planning support to our Senior Total Wealth Planners. Your primary responsibility will be to assist in preparing financial plans for high-net-worth clients with $2+ million in investable assets.Main Responsibilities:1. Collaborate with Senior...
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Financial Planning
1 day ago
London, Ontario, Canada London Health Sciences Centre Full timeFinancial Planning & Analysis Lead, FinanceJoin to apply for the Financial Planning & Analysis Lead, Finance role at St. Joseph's Health Care London.FinanceSt. Joseph's Hospital - London, ONFull TimeSalary Range: $51.95 - $61.13 /hour**REPOSTED**The Lead works with senior leadership to oversee effective financial management for an assigned portfolio. This...
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Financial Planning
1 day ago
London, Ontario, Canada St. Joseph's Health Care, London Full timePlease enter or validate your "Education Experience" in your profile.Note: EFFECTIVE March 1, 2025 all external PSW (Personal Support Worker) hires will be required to be registered with hscpoa.comMar 22, 2025CARING FOR THE BODY, MIND & SPIRIT SINCE 1869Financial Planning & Analysis Lead, Finance - 1 positionFinanceSt. Joseph's Hospital - London, ONFull...
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London, Ontario, Canada Sun Life Financial Full timeAbout UsSun Life Financial is a leading provider of financial services, dedicated to helping individuals, families, and communities achieve lifetime financial security and live healthier lives.Our company is built on a foundation of trust, integrity, and customer satisfaction, and we're committed to delivering exceptional service and support to our...
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Senior Financial Planning Role
16 hours ago
London, Ontario, Canada City of London Full time**Responsibilities**Conduct research and prepare reports associated with Development Charges policy, including discussion papers, draft policy positions, and staff reports for Council.Administer aspects of the use of development charge revenues through capital budgets and developer claims, in accordance with the governing by-law and provincial...
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Senior Manager, Financial Planning
2 weeks ago
London, Ontario, Canada EQ Bank | Equitable Bank Full timeJoin a ChallengerBeing a traditional bank just isn't our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what's possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things....
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Senior Analyst, Financial Planning
4 weeks ago
London, Ontario, Canada TDS Personnel Full timeOur client within furniture manufacturing requires a Senior Analyst, Financial Planning and Analysis to join their team. This role reports into the Controller, Financial Reporting and is in-office Monday to Friday.Responsibilities:1. Oversee the company's financial reporting and analysis functions.2. Ensure timely delivery of all financial reporting...
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Total Wealth Planning Expertise Associate
7 days ago
London, Ontario, Canada Scotiabank Full timePosition OverviewThis is an exciting opportunity for a skilled Total Wealth Planning Expertise Associate to join our team in Toronto. As a key member of our wealth management team, you will be responsible for providing expertise and guidance to Senior Total Wealth Planners, helping them to deliver exceptional client service and achieve their goals.Main...
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Financial Planning Strategist
1 day ago
London, Ontario, Canada London Health Sciences Centre Full timeFinancial Planning & Analysis LeadThe role of the Lead works with senior leadership to oversee effective financial management for an assigned portfolio. This position develops and maintains a strategic business partner relationship with stakeholders based on in-depth knowledge of each unit/department including their financial goals, needs, budgets, and...
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Financial Planning Analyst
4 days ago
London, Ontario, Canada Harris Geospatial Solutions Full timeAt Harris Geospatial Solutions, we are dedicated to delivering innovative solutions that drive business growth and success.About the RoleWe are seeking a highly skilled Financial Planning Analyst to join our team. As a key member of our finance department, you will be responsible for developing, interpreting, and implementing financial concepts for financial...
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Financial Planning Specialist
23 hours ago
London, Ontario, Canada Scotiabank Full timeAbout the PositionThis is an exciting opportunity for a seasoned Financial Planning Specialist to join our Scotia Wealth Management team. You will have the chance to work with high net worth clients, developing comprehensive financial plans that meet their unique needs.Key Accountabilities Client EngagementYou will be responsible for delivering end-to-end...
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Financial Analyst, Financial Planning
4 weeks ago
London, Ontario, Canada CAPREIT Apartments Full timeReports To: Director, Financial Planning and AnalysisPosition Type: 9-month contract (possibility of extension based on business needs)Position Summary: The Financial Analyst will be part of the Financial Planning & Analysis team, working on the coordination and preparation of the annual budget and periodic forecasts for all CAPREIT managed properties. The...
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Financial Planning Specialist
1 day ago
London, Ontario, Canada St. Joseph's Health Care, London Full timeSt. Joseph's Health Care, London seeks a highly skilled and experienced Financial Planning & Analysis Lead to join their Finance team.Job DescriptionThe successful candidate will work closely with senior leadership to oversee effective financial management for an assigned portfolio. This position develops and maintains strategic business partner...
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Financial Planning Expert
2 days ago
London, Ontario, Canada Scotiabank Full time**Company Overview:**Scotiabank is a leading bank in the Americas, guided by our purpose: 'for every future.' We help our customers, their families, and communities achieve success through a broad range of advice, products, and services.Job Description:As a Financial Advisor, Investment & Retirement Planning, you will be a member of the branch sales team...