Financial Planning Expert

We are seeking a highly skilled Strategic Financial Planning Expert to join our Group FP&A team at Intact Financial Corporation.The successful candidate will be responsible for preparing the weekly group forecast, contributing to the annual planning process, and performing ad-hoc analyses to support senior management's decision-making.About the RolePrepare...

Job Title: Financial Planning ExpertAbout the Role: As a Financial Planning Expert at Royal Bank of Canada, you will work closely with our advisors to deliver comprehensive, customized financial plans to high net worth clients. Your role will involve preparing financial plans that meet client needs in financial, investment, retirement, tax, risk management,...

Job SummaryJob DescriptionWhat is the opportunity?The Royal Bank of Canada is seeking a highly skilled Financial Planning Expert to join our team. As a key member of our Wealth Management group, you will provide expert guidance on tax, estate, and financial planning strategies to our clients and advisors.The ideal candidate will have a strong background in...

Job Title: Financial PlannerAs a Financial Planner at National Bank, you will play a key role in advising clients and drafting personalized financial plans to meet their life goals. This position offers a unique opportunity to develop your business relationships and leadership skills while making a positive impact on people's lives.Key...

CAE is a world leader in training for civil aviation, defense, and security, and health with over 10,000 employees across 35 countries. We are seeking an experienced Strategic Financial Planning Expert to join our team.

We are seeking a highly skilled Financial Accounting Expert to join our dynamic team at Intact Financial Corporation.This is an exciting opportunity for a motivated individual with expertise in financial analysis and reporting. As a key member of our Distribution Financial Strategies team, you will play a critical role in managing our investment portfolio...

Job SummaryIntact Financial Corporation seeks a talented Treasury Manager - Financial Expert to join our team. As a key member of our group treasury management team, you will be responsible for overseeing various treasury management activities and providing expert financial guidance to support the company's strategic objectives.About the RoleMonitor...

Role SummaryWe are seeking a Senior Financial Planning Expert to join our team at National Bank in Montreal, Quebec.Job DescriptionCompany OverviewAs a leading bank on a human scale, National Bank stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives through our core values of...

Job Summary:As a Senior Financial Planning Expert at National Bank, you will be responsible for advising clients on their investment and financing needs, creating personalized financial plans, and developing business opportunities to increase client portfolios.Key Responsibilities:Identify clients' investment and financing needs to draft a personalized...

Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at National Bank. As a Senior Financial Planning Expert, you will be responsible for advising clients on their investment and financing needs, creating personalized financial plans, and developing business opportunities to increase client portfolios.Key...

Company OverviewScotiabank is a leading bank in the Americas, guided by its purpose: "for every future." The company helps its customers, their families, and communities achieve success through a broad range of advice, products, and services.Job DescriptionThe Senior Financial Planning Associate plays a crucial role in the ScotiaMcLeod team, supporting...

About the Role:We're seeking a skilled Financial Analyst II to join our Group FP&A team at Intact Financial Corporation.As a Financial Analyst II, you'll play a crucial role in evaluating the financial performance of our global operations, preparing the weekly group forecast, contributing to the annual planning process, and providing various analyses to...

AbbVie is a global leader in the development of innovative medicines and solutions that transform people's lives.We are seeking a highly skilled Senior Financial Planning and Analysis Expert to join our team. This role will be responsible for supporting financial planning, forecasting, and reporting activities.Key Responsibilities:Design and develop complex...

At Intact Financial Corporation, we're seeking a skilled Financial Analyst II to join our Group FP&A team. As a key member of our team, you'll play a vital role in evaluating the financial performance of our global operations.Key Responsibilities:Prepare the weekly group forecast and participate in the annual budget process.Conduct ad-hoc analyses to support...

Job SummaryJob DescriptionWhat is the opportunity?As a key member of the Royal Bank of Canada's Family Office Services team, you will work closely with our advisors to deliver tailored, comprehensive financial plans to High Net Worth (HNW) clients. Your role as a Financial Planning Specialist will involve collaborating with our team to identify and address...

Role Summary:The Senior Total Wealth Planner is a key member of the Scotia Wealth Management team, responsible for providing comprehensive financial planning advice and support to high net worth clients.Main Responsibilities:Deliver end-to-end goals-based financial plans by gathering key data, preparing and analyzing financial plans, and presenting related...

Job Title: Financial Planning SpecialistAt Royal Trust Corporation of Canada, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Wealth Management team, you will play a critical role in delivering comprehensive financial plans to our high net worth clients.Key Responsibilities:Prepare customized financial...

About the RoleWe are seeking a highly skilled Senior Advisor to join our Expertise Center team in Private Banking 1859 at National Bank. As a Senior Advisor, you will play a key role in supporting our expert advisors with financial planning and coordination, analyzing information and documents to produce comprehensive plans, and actively participating in...

Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at National Bank. As a Financial Planning Specialist, you will be responsible for advising clients on their investment and financing needs, creating personalized financial plans, and developing business opportunities to increase client portfolios.Key ResponsibilitiesIdentify...

Job SummaryJob DescriptionWhat is the opportunity?As a key member of the Royal Bank of Canada's Wealth Management team, you will work closely with advisors to deliver tailored financial plans to high net worth clients. Your role will involve collaborating with the Financial Planning Analyst team to prepare comprehensive financial plans that meet clients'...