Senior Financial Planner

4 weeks ago

Chilliwack, Canada White Elephant Holdings Ltd. Full time
About the Role

We are seeking a highly skilled and experienced Financial Manager to join our team at White Elephant Holdings Ltd. as a key member of our finance department.

Key Responsibilities
  • Financial Planning and Control

Develop and implement comprehensive financial plans to ensure the company's financial goals are met.

Budgeting and Expenditure Management

Plan, control, and manage the company's budget and expenditures to optimize financial performance.

Investment Strategy and Management

Design and implement investment strategies to maximize returns and minimize risk.

Financial Data Analysis and Reporting

Oversee the collection, analysis, and reporting of financial data to inform business decisions.

Senior Management Support

Provide financial guidance and advice to senior management to ensure informed decision-making.

Project Management

Assign, coordinate, and review projects and programs to ensure timely completion and effective resource allocation.

Operational Management

Plan, organize, direct, control, and evaluate daily operations to ensure efficiency and effectiveness.

Requirements
  • Education

Bachelor's degree in a relevant field, such as finance, accounting, or business administration.

Experience

At least 1 year of experience in a financial management role, preferably in a similar industry.

Skills

Strong analytical and problem-solving skills, with the ability to interpret financial data and make informed decisions.

Computer and Technology Skills

Proficient in MS Office, including Excel, Word, and PowerPoint.

Work Environment

The successful candidate will work in a fast-paced environment with tight deadlines, requiring strong attention to detail and organizational skills.

Personal Suitability
  • Accurate

Ability to maintain accurate financial records and reports.

Dependable

Reliability and dependability in meeting deadlines and delivering results.

Organized

Ability to prioritize tasks and manage multiple projects simultaneously.

Values and Ethics

Strong sense of values and ethics, with a commitment to integrity and professionalism.

  • Senior Financial Consultant

    1 month ago

    Chilliwack, Canada Envision Financial Full time

    Senior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key Responsibilities:Member Service: Build strong relationships with current and potential members, identifying their life stage...

  • Senior Financial Consultant

    1 month ago

    Chilliwack, Canada Envision Financial Full time

    Senior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key Responsibilities:Member Service: Build strong relationships with current and potential members, identifying their life stage...

  • Senior Financial Services Professional

    2 months ago

    Chilliwack, Canada Envision Financial Full time

    **Job Summary**We are seeking a highly skilled Senior Financial Advisor to join our team at Envision Financial. As a Senior Financial Advisor, you will be responsible for providing exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.**Key Responsibilities****Member Service:**...

  • Senior Financial Advisor

    2 months ago

    Chilliwack, Canada Envision Financial Full time

    We are currently seeking a Senior Financial Advisor to join our team. The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or...

  • Senior Financial Advisor

    1 month ago

    Chilliwack, Canada Envision Financial, a division of First West... Full time

    Senior Financial AdvisorEnvision Financial, a division of First West, is seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key...

  • Senior Financial Advisor

    1 month ago

    Chilliwack, Canada Envision Financial, a division of First West... Full time

    Senior Financial AdvisorEnvision Financial, a division of First West, is seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key...

  • Senior Financial Advisor

    2 months ago

    Chilliwack, Canada Envision Financial, a division of First West... Full time

    We are currently seeking a Senior Financial Advisor to join our team. The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or...

  • Senior Financial Consultant

    1 month ago

    Chilliwack, Canada Envision Financial, a division of First West... Full time

    Senior Financial AdvisorWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, and/or refer members to an...

  • Senior Financial Consultant

    1 month ago

    Chilliwack, Canada Envision Financial, a division of First West... Full time

    Senior Financial AdvisorWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, and/or refer members to an...

  • Senior Financial Professional

    4 weeks ago

    Chilliwack, Canada CB Canada Full time

    Job Summary:We are seeking a highly skilled Senior Accountant to join our finance team at CB Canada. As a Senior Accountant, you will play a key role in month-end reporting, financial statement preparation, and operational reporting.Key Responsibilities:Review and analyze financial data to ensure accuracy and compliancePrepare and present financial reports...

  • Senior Financial Professional

    2 months ago

    Chilliwack, Canada CB Canada Full time

    Job Summary:We are seeking a highly skilled Senior Accountant to join our finance team at CB Canada. As a Senior Accountant, you will play a key role in month-end reporting, financial statement preparation, and operational reporting.Key Responsibilities:Review and analyze financial data to ensure accuracy and compliancePrepare and present financial reports...

  • Senior Financial Strategist

    1 week ago

    Chilliwack, Canada White Elephant Holdings Ltd. Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at White Elephant Holdings Ltd. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in financial management.Key ResponsibilitiesPlan and control budget and expenditures to ensure optimal financial performance.Establish and implement policies and...

  • Senior Financial Consultant

    4 weeks ago

    Chilliwack, Canada First West Credit Union Full time

    Senior Financial AdvisorWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members.The ideal candidate will offer a full range of investment, deposit, and complex lending services, identifying members' financial needs and providing tailored solutions.Key Responsibilities:Provide expert financial...

  • Senior Financial Consultant

    4 weeks ago

    Chilliwack, Canada First West Credit Union Full time

    Senior Financial AdvisorWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members.The ideal candidate will offer a full range of investment, deposit, and complex lending services, identifying members' financial needs and providing tailored solutions.Key Responsibilities:Provide expert financial...

  • Senior Financial Consultant

    1 month ago

    Chilliwack, Canada First West Credit Union Full time

    Senior Financial AdvisorWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members.The ideal candidate will offer a full range of investment, deposit, and complex lending services, identifying members' financial needs and providing tailored solutions.Key Responsibilities:Provide exceptional...

  • Senior Financial Consultant

    1 month ago

    Chilliwack, Canada First West Credit Union Full time

    Senior Financial AdvisorWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members.The ideal candidate will offer a full range of investment, deposit, and complex lending services, identifying members' financial needs and providing tailored solutions.Key Responsibilities:Provide exceptional...

  • Senior Financial Consultant

    2 weeks ago

    Chilliwack, Canada First West Credit Union Full time

    Job Title: Senior Financial AdvisorWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to our members.Key Responsibilities:Offer a full range of investment, deposit, and complex lending services to a portfolio of members.Identify and meet the financial needs of members through personalized service and expert...

  • Senior Financial Consultant

    2 weeks ago

    Chilliwack, Canada First West Credit Union Full time

    Senior Financial AdvisorWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members.The ideal candidate will offer a full range of investment, deposit, and complex lending services, identifying members' financial needs and providing tailored solutions.Key Responsibilities:Provide expert financial...

  • Senior Financial Consultant

    2 weeks ago

    Chilliwack, Canada First West Credit Union Full time

    Senior Financial AdvisorWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members.The ideal candidate will offer a full range of investment, deposit, and complex lending services, identifying members' financial needs and providing tailored solutions.Key Responsibilities:Provide expert financial...

  • Senior Financial Strategist

    2 weeks ago

    Chilliwack, Canada White Elephant Holdings Ltd. Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at White Elephant Holdings Ltd. The ideal candidate will have a strong background in financial management and a proven track record of success in budget planning and control.Key ResponsibilitiesDevelop and implement comprehensive budget plans to ensure financial stability...