Financial Planning Associate

Role Summary:The ScotiaMcLeod Senior Financial Planning Associate is responsible for providing financial planning services that are closely integrated with wealth management. The role supports the Wealth Advisor team in creating and developing comprehensive wealth strategies for clients, including the preparation and delivery of personal financial plans....

At ScotiaMcLeod, we're seeking a highly skilled Senior Financial Planning Associate to join our team. As a cornerstone business within Scotia Wealth Management, we've 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...

At ScotiaMcLeod, we're seeking a skilled Senior Financial Planning Associate to join our team. As a cornerstone business within Scotia Wealth Management, we've 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...

Role Overview:The Senior Financial Planning Associate at ScotiaMcLeod is responsible for providing comprehensive financial planning services to clients while working closely with Wealth Advisors. This role entails developing and executing financial plans, identifying growth opportunities, and contributing to the Advisor's business development.Key...

Our Commitment to StudentsAt CT Bank, we are dedicated to providing students with a supportive and collaborative environment that fosters knowledge sharing and offers key experiences to help them develop their capabilities through projects and objectives.What You'll DoAs a Financial Planning Analyst on the Planning team, you will participate in all planning...

Financial Planning Manager Role OverviewWe are seeking a skilled professional to join our team as a Financial Planning Manager. As a key member of our team, you will be responsible for developing leads, scheduling appointments, and identifying customer needs. Your primary goal will be to market appropriate products and services to our clients, providing...

Job SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing...

Job DescriptionThe Lead Analyst will manage a team of one to two analysts and support business unit leaders and Senior Management in strategic and tactical decision-making. This role involves supporting budgeting and planning, forecasting and reporting process, conducting financial analysis, and providing financial modeling support and scenario analysis.This...

Job SummaryWe are seeking a highly skilled Financial Planning and Analysis professional to join our Regional Office team. The ideal candidate will possess strong analytical and problem-solving skills, with the ability to effectively communicate complex financial information to senior management.Key ResponsibilitiesDevelop and maintain accurate financial...

Job SummaryWe are seeking a highly skilled and motivated individual to lead our Financial Planning and Analysis team. As a Manager of Financial Planning and Analysis, you will be responsible for overseeing the development and implementation of financial models, budgeting, and forecasting processes. This role will report to the Vice President of Finance and...

Financial Planning Manager Job SummaryWe are seeking a skilled Financial Planning Manager to join our Eric Gruscyk - Desjardins Insurance Agent team. The successful candidate will be responsible for developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services.Key Responsibilities:Develop and implement...

At CRH Canada, we are building a world-class team of professionals who can drive business results and contribute to our exciting business transformation. We are currently seeking an experienced Assistant Controller to join our growing team.We operate a multi-million construction business that provides construction services throughout Southern Ontario and on...

Company OverviewWe are a dynamic and innovative agency seeking a highly motivated professional to join our team as a Financial Planning Business Development Specialist.Estimated Salary$60,000 - $80,000 per year, based on experience and performance.Job DescriptionWe are looking for a talented individual who can develop leads, schedule appointments, and...

Job Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at Grow More. The successful candidate will be responsible for preparing cheques for payroll, calculating fixed assets and depreciation, and maintaining general ledgers and financial statements.Key Responsibilities:Calculate and prepare cheques for payrollCalculate...

About LibertyWe are a leading energy and water company that values innovation, teamwork, and customer-centricity. Our mission is to provide safe, reliable, and sustainable solutions for our customers and communities.Job OverviewThis role offers an exciting opportunity to join our team as a Sr. Financial Planning Analyst. As a key member of our financial...

About the RoleAt Liberty, we are seeking a highly skilled Financial Planning and Analysis Expert to join our team. As a key member of our organization, you will play a pivotal role in shaping our financial strategy and providing critical insights to support business decision-making.Job SummaryWe are looking for an experienced FP&A professional with a strong...

Job SummaryGutmann North America is seeking a highly skilled Financial Planning and Control Specialist to join our team. The successful candidate will be responsible for identifying and investigating compliance issues, planning and controlling budget and expenditures, and establishing and implementing policies and procedures.Key ResponsibilitiesFinancial...

Job Summary:CB Canada is seeking a highly skilled Senior Financial Analyst to join our team in Halton region. As a key member of our FP& A department, you will play a critical role in providing strategic business support and driving business unit profitability. Key Responsibilities:Assist with budgeting and forecasting, and provide decision support to...

About CT Bank At Canadian Tire Financial Services, we are committed to fostering a supportive and collaborative environment that enables students to develop their capabilities through meaningful projects and objectives.We believe in setting specific and measurable goals that align with our business objectives to support learning and help students achieve...

Financial Planning and Analysis RoleAbout the PositionThe Financial Planning and Analysis (FP&A) role at Liberty Utilities is a key position that plays a crucial part in the financial consolidation, budgeting, forecasting, and reporting for the company. This position provides essential insights to support strategic decision-making, financial modeling, and...