Financial Planning Specialist

About the RoleWe are seeking a skilled Financial Planning Specialist to join our team. As a Financial Planner, you will play a key role in helping clients achieve their financial goals and objectives.Key Responsibilities:Identify client life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning...

At Fairstone Financial Inc., we're looking for a skilled Financial Services Specialist to join our team. As a key member of our lending department, you'll play a crucial role in providing exceptional customer service and ensuring seamless loan origination processes.About the RoleThis full-time permanent position involves supporting customers and prospective...

As a Canadian Tax Planning Specialist at Waterford Search Selection Advisory, you will be responsible for developing and implementing tax planning assignments that meet the unique needs of our clients.Main duties:Collaborate with senior tax staff to create customized tax plansConduct thorough research to stay up-to-date on Canadian tax lawsAnalyze financial...

Job DescriptionThe Senior Financial Accountant will be responsible for managing the financial close process, preparing financial statements, and supporting the year-end audit. This role requires strong technical accounting skills and experience with IFRS.Responsibilities:Manage the month-end financial close process and prepare timely monthly management...

Risk Assessment Specialist, Commercial AutoRisk Assessment Specialist, Commercial AutoApply locations Halifax, NS time type Full time posted on Posted Yesterday job requisition id R3960What it's like to be a Northbridge Risk Assessment Specialist, Commercial AutoNorthbridge Financial works hard to conduct mid and large-transportation account size risk...

Application Deadline:03/23/2025Address:6980 Mumford Road, Unit 312 Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and...

About the RoleThe Home Financing Solutions Specialist is a key contributor to the success of BMO Financial Group's mortgage business. This role requires strong interpersonal, sales, customer service, and negotiation skills to effectively work with referral partners and customers. The ideal candidate will have an in-depth understanding of the mortgage lending...

Career Overview: Fairstone Financial Inc. is seeking an experienced Loan Origination Specialist to join our team. In this role, you will work with customers to understand their financial needs and provide personalized loan solutions. Your expertise in loan origination software and ability to maintain a positive supportive attitude will make you an excellent...

About the RoleFederated Commercial Insurance Specialists play a crucial part in building and maintaining relationships with commercial businesses across the province to provide various insurance products. As a Federated employee, your top priority is our insureds' interests.We strive to deliver exceptional service to our clients. The Commercial Insurance...

SRS is seeking a skilled Financial Management Specialist to join its Halifax office. This individual will be responsible for providing excellent treasury and cash management services to clients in Bermuda and the Cayman Islands.About Strategic Risk SolutionsAs the world's largest independent insurance company manager, SRS provides management and consulting...

As a Tax Planning Specialist, you'll help our clients with corporate and personal tax planning so they can benefit from tax savings and incentives. This involves working closely with clients to understand their tax needs and providing expert advice to minimize their tax liabilities.We are a collaborative team that works together to deliver exceptional...

About the RoleWe're seeking a seasoned Tax Planning Specialist to join our Domestic Tax team in Canada. As a trusted advisor, you'll own client relationships within various industries and collaborate with top tax professionals.Your key responsibilities will include:Establishing deep trusting relationships with clients and advising them on complex tax...

ResMed Inc is a global leader in connected health, with over 8 million cloud-connected devices for remote patient monitoring. Our mission is to improve the quality of life for patients, prevent chronic disease progression, and lower healthcare costs.About the RoleThe Strategic Finance Manager will be responsible for developing comprehensive financial...

Exciting Sales-Focused Opportunity with Abell Pest ControlAre you ready to unleash your sales prowess while providing exceptional customer service? Join our dynamic team at Abell Pest Control as a Customer Sales Specialist As the frontline representative, you'll play a pivotal role in securing sales and scheduling services, all while enjoying a rewarding...

Why You'll Thrive HereYou'll be part of a dynamic team that leverages data insights to drive business success. With a focus on capacity planning and optimization, you'll have the opportunity to make a meaningful impact on our operations. Join us and discover a career that's both challenging and rewarding.RequirementsBachelor's degree in a related discipline...

I.M.P. Group International Inc. is a leading company in the Aerospace field, committed to delivering high-quality products and services to our customers. As a Material Planning Specialist, you will play a critical role in ensuring the smooth delivery of materials to our projects.You will be responsible for reviewing and prioritizing all material supply...

Role OverviewWe are seeking a skilled Commercial Insurance Specialist to join our team. This role involves working closely with clients to understand their insurance needs and providing personalized solutions.Main Responsibilities:Meet with clients to discuss their insurance requirementsRecommend the most suitable coverage options for clientsBuild strong...

About Assante Hydrostone:Assante Hydrostone is a renowned financial services firm deeply rooted in the Halifax community. We provide personalized wealth management solutions to individuals and families, helping them achieve their long-term goals with confidence.About the Role:We are seeking an experienced Controller to join our dynamic team in Halifax. As a...

Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA's continued growth and member satisfaction reflects a team...

About Definity Financial CorporationDefinity Financial Corporation is a leading provider of insurance solutions, dedicated to delivering exceptional results through data-driven insights. Our Workforce Optimization Team plays a critical role in achieving this goal.