Financial Planning Specialist

2 months ago

Brampton, Ontario, Canada 9585729 Canada Inc Full time
About the Role

We are seeking a highly skilled Financial Analyst to join our team at 9585729 Canada Inc. As a key member of our finance department, you will play a critical role in evaluating financial risk, advising on contracts and tenders, and analyzing investment projects.

Key Responsibilities
  • Evaluate Financial Risk: Assess and mitigate financial risks to ensure the company's financial stability.
  • Financial Contract Management: Advise on and participate in the financial aspects of contracts and calls for tender, ensuring compliance with company policies and procedures.
  • Investment Analysis: Analyze investment projects to identify opportunities and potential risks, providing recommendations to senior management.
  • Financial Planning: Assist in preparing operating and investment budgets, as well as planning short- and long-term cash flows and assessing financial performance.
  • Debt Portfolio Management: Prepare a regular risk profile for debt portfolios, ensuring timely and accurate reporting.
  • Monetary Policy Development: Develop monetary policies and forecasts of financial activity, providing insights to inform business decisions.
Requirements
  • Education: Bachelor's degree in a relevant field, such as finance, accounting, or economics.
  • Experience: 3 years to less than 5 years of experience in a similar role, preferably in a fast-paced environment.
  • Certifications: Chartered Financial Analyst (CFA) designation or equivalent.
  • Work Conditions: Fast-paced environment, attention to detail, and ability to work in a team.
  • Language: English language proficiency.
  • Work Hours: 32 hours per week.

  • Financial Planning Specialist

    1 week ago

    Brampton, Ontario, Canada lifetime rehab and wellness center Full time

    We are seeking a highly organized and reliable Financial Planning Specialist to join our team at beeba boys barber shop. The ideal candidate will have a strong background in budgeting and financial planning, with experience in reviewing and evaluating administrative procedures.The successful candidate will be responsible for administering policies and...

  • Financial Planning Specialist

    2 weeks ago

    Brampton, Ontario, Canada FOLMA INCORPORATED Full time

    FOLMA INCORPORATED is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records. You will also develop financial plans for clients, make recommendations...

  • Financial Planning Specialist

    2 weeks ago

    Brampton, Ontario, Canada Canada Inc Full time

    Financial Planning SpecialistCanada Inc is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial analysis and planning, with the ability to evaluate financial risk and advise on financial aspects of contracts and calls for tender.Key Responsibilities:Evaluate financial risk and advise...

  • Financial Planning Specialist

    2 weeks ago

    Brampton, Ontario, Canada CAPTURE ACCOUNTANTS LTD. Full time

    Job SummaryCapture Accountants Ltd. is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records. You will also develop financial plans for clients, make...

  • Financial Planning Specialist

    2 weeks ago

    Brampton, Ontario, Canada FOLMA INCORPORATED Full time

    FOLMA INCORPORATED is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records. You will also develop financial plans for clients, make recommendations...

  • Financial Planning Specialist

    1 week ago

    Brampton, Ontario, Canada CAPTURE ACCOUNTANTS LTD. Full time

    Capture Accountants Ltd. is seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services department, you will be responsible for providing expert advice to clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records.The ideal candidate will have a...

  • Financial Planning Specialist

    1 week ago

    Brampton, Ontario, Canada Canada Inc Full time

    Financial Planning SpecialistAt Canada Inc, we are seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will be responsible for evaluating financial risk, advising on and participating in the financial aspects of contracts and calls for tender, analyzing investment projects, and assisting in preparing operating...

  • Financial Planning Specialist

    6 days ago

    Brampton, Ontario, Canada FOLMA INCORPORATED Full time

    FOLMA INCORPORATED is seeking a Financial Planning Specialist to assist in the planning and execution of financial plans for clients. The ideal candidate will have a Bachelor's degree and 7 months to less than 1 year of experience in the field. Key responsibilities will include advising on trust account investments, identifying clients' financial goals and...

  • Financial Planning Specialist

    1 week ago

    Brampton, Ontario, Canada Canada Inc Full time

    Financial Planning SpecialistAt Canada 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, advising on and participating in the financial aspects of contracts and calls for tender, analyzing investment projects, and assisting in...

  • Financial Planning Specialist

    2 weeks ago

    Brampton, Ontario, Canada Canada Inc Full time

    Financial Planning SpecialistAt Canada Inc, we are seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will be responsible for evaluating financial risk, advising on and participating in the financial aspects of contracts and calls for tender, analyzing investment projects, and assisting in preparing operating...

  • Financial Planning Specialist

    2 weeks ago

    Brampton, Ontario, Canada FOLMA INCORPORATED Full time

    FOLMA INCORPORATED is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 7 months to less than 1 year of experience in the field. Key responsibilities include advising on trust account investments, identifying clients' financial goals and objectives, analyzing clients' financial records,...

  • Financial Planning Specialist

    2 weeks ago

    Brampton, Ontario, Canada HEAVENS TOUCH Full time

    We are seeking a highly organized and reliable Financial Planning Specialist to join our team at beeba boys barber shop. The successful candidate will be responsible for reviewing and evaluating new administrative procedures, administering policies and procedures related to the release of records, and assisting in the preparation of operating budgets.The...

  • Financial Planning Specialist

    1 week ago

    Brampton, Ontario, Canada sabzi market inc Full time

    BMS Constructions and Paints Ltd. is seeking a highly organized and reliable Financial Planning Specialist to join our team. The successful candidate will be responsible for reviewing and evaluating new administrative procedures, administering policies and procedures related to the release of records, and assisting in the preparation of operating budgets.The...

  • Financial Planning Specialist

    2 weeks ago

    Brampton, Ontario, Canada CAPTURE ACCOUNTANTS LTD. Full time

    Capture Accountants Ltd. is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial planning and analysis, with the ability to develop and implement financial plans for clients. Key responsibilities include advising on trust account investments, identifying clients' financial goals and...

  • Financial Planning Specialist

    2 weeks ago

    Brampton, Ontario, Canada Canada Inc Full time

    At Canada Inc, we are seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will be responsible for evaluating financial risk, advising on and participating in the financial aspects of contracts and calls for tender, analyzing investment projects, and assisting in preparing operating and investment budgets.The...

  • Financial Planning Specialist

    2 weeks ago

    Brampton, Ontario, Canada CAPTURE ACCOUNTANTS LTD. Full time

    Job SummaryCapture Accountants Ltd. is seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial planning, accounting, and trust administration.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clientsAnalyze financial records and provide recommendations...

  • Financial Planning Specialist

    2 weeks ago

    Brampton, Ontario, Canada CAPTURE ACCOUNTANTS LTD. Full time

    Capture Accountants LTD. is seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services department, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records.The ideal candidate will have a Bachelor's degree...

  • Financial Planning Specialist

    1 week ago

    Brampton, Ontario, Canada FOLMA INCORPORATED Full time

    FOLMA INCORPORATED is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial services team, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing personalized financial plans.Key Responsibilities:Advise clients on trust...

  • Financial Planning Specialist

    1 week ago

    Brampton, Ontario, Canada CAPTURE ACCOUNTANTS LTD. Full time

    Capture Accountants Ltd. is 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 financial planning and analysis. Key responsibilities include advising clients on trust account investments, identifying financial goals and objectives, and developing financial plans....

  • Financial Planning Specialist

    2 weeks ago

    Brampton, Ontario, Canada CAPTURE ACCOUNTANTS LTD. Full time

    Capture Accountants Ltd. is seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services department, you will be responsible for providing expert advice to clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records. Your primary goal will be to...