Financial Planning and Taxation Specialist

Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.Support the financial planning needs of the Advisor's assigned clients, including deep discovery to uncover goals and objectives, preparing and presenting the plan, and working with the Advisor to implement...

Requisition ID: 208870As 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...

Requisition ID: 208870As 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...

Requisition ID: 208870 As 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...

As a Taxation Manager at Mauser Packaging Solutions, you will play a crucial role in ensuring the company's compliance with Canadian tax laws and regulations. Your primary responsibility will be to oversee the annual filing of income tax and partnership tax returns, as well as quarterly and annual provision of companies reporting under ASC 740 rules and...

We are seeking a highly experienced Head of Financial Planning to join our client's leadership team. As a key member of the executive team, this individual will be responsible for driving the company's financial strategy and ensuring the effective implementation of financial plans.The ideal candidate will have a strong background in finance and planning,...

Direct message the job poster from Osborne Financial Search.Our client is a diversified HVAC distribution company with operations across Canada and the United States. The company is on an exciting growth journey—both organically and through strategic mergers and acquisitions—which have added scale and diversification. The business is active in...

We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management. Investment Review, Investment Analysis, Retirement Analysis, New Client, Insurance Analysis, Pension Review & Analysis ~...

We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management. Investment Review, Investment Analysis, Retirement Analysis, New Client, Insurance Analysis, Pension Review & Analysis ~...

We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management.We are looking for an energetic, self-motivated individual to deliver exemplary service to all our clients through...

We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management.We are looking for an energetic, self-motivated individual to deliver exemplary service to all our clients through...

We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management.We are looking for an energetic, self-motivated individual to deliver exemplary service to all our clients through...

Job Description:We are seeking a highly motivated and skilled CORPORATE ACCOUNTANT to join our team at Dreamforce Services Inc. as a Corporate Financial Advisor.The successful candidate will be responsible for managing the financial records and accounts of corporate clients, including preparing and maintaining accurate financial records, conducting regular...

About the RoleThe Senior Financial Planning Associate is responsible for providing financial planning services closely integrated with wealth management, supporting Wealth Advisors in developing comprehensive wealth strategies for clients. This role contributes to business growth through client relationship management and identifying opportunities for...

Job DescriptionThe Advisor Transition Specialist plays a critical role in Advisory Services' business development organization, providing key transition support for our existing advisor base.This role involves working closely with the field team and serving as a key point of contact for Head Office relationships.The Advisor Transition Specialist acts as a...

About the RoleThe Financial Analyst will report directly to the Senior Manager of Finance, Real Estate Finance. Key responsibilities include maintaining up-to-date financial records, handling day-to-day matters, and reporting for Fengate's Real Estate internal development properties.This role offers a unique opportunity to interact closely with the...

We are seeking an experienced Financial Planning Analyst to join our team. As a key contributor to our financial planning process, you will be responsible for developing financial models, analyzing data, and providing insights to inform business decisions.Your expertise in financial analysis and pricing strategy will be essential in supporting our investment...

Job DescriptionThe Mason Group Inc. is seeking a highly skilled and experienced Financial Planning Manager to join their team. As a key member of the organization, you will be responsible for leading the financial planning and budgeting process, developing and maintaining financial forecasting models, and driving transparency of financial results throughout...

About ScotiabankScotiabank is a leading financial institution in Canada, known for its commitment to customer service and community involvement.As 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...

Job SummaryWe are seeking a highly skilled professional to fill the position of Financial Planning Lead. This role involves working closely with leadership to develop the investment roadmap and identifying investment opportunities that align with the company's strategy.The ideal candidate will have a strong background in financial analysis and pricing...