Financial Expert for Strategic Investment Decisions

2 days ago


Montreal, Quebec, Canada AGA Financial Group inc. Full time

Job Summary

We are seeking an experienced Financial Analyst to join our team at AGA Financial Group inc. This role is responsible for providing financial expertise in investment decisions, ensuring accurate forecasting and analysis of market trends.

About the Role

  • Develop comprehensive financial models to assess investment opportunities and make informed recommendations.
  • Collaborate with senior management to draft memorandums supporting investment approvals.
  • Assist in all aspects of acquisitions, from initial planning to post-acquisition reviews.
  • Analyze variances in forecasts and identify areas for improvement.
  • Create key performance indicators (KPIs) and synthesize research information to inform modeling and competitive analysis.
  • Support the vice-presidency in process improvement initiatives and efficiency projects.
  • Maintain a strong understanding of financial markets and regulations.
  • Develop and maintain expertise in Microsoft Excel and other relevant tools.
  • Prior experience in accounting or financial services is highly valued.
  • Bachelor's degree in Finance or Accounting is required.

Requirements

  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills.
  • Ability to work effectively in a fast-paced environment.
  • Proficiency in both French and English, with excellent written and spoken communication skills.

Compensation

The estimated salary for this role is $85,000 - $110,000 per annum, depending on experience and qualifications.



  • Montreal, Quebec, Canada PSP Investments Full time

    Job SummaryWe are seeking a highly skilled Strategic Financial Planning and Analysis Expert to join our team at PSP Investments. This is an exciting opportunity to leverage your expertise in financial modeling, data analytics, and business acumen to drive informed decision-making across the organization.About the RoleIn this key position, you will work...


  • Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    Investment Accounting and Financial Reporting RoleWe are one of Canada's largest pension investment managers, with a significant presence in the market.Job Summary:As an Investment Accounting and Financial Reporting Analyst, you will be responsible for analyzing financial data and providing insights to support investment decisions.About Us:We invest funds...


  • Montreal, Quebec, Canada National Bank Full time

    As a Strategic Financial Guidance Specialist at the National Bank call centre, you will play a vital role in providing personalized financial advice to clients. Your expertise and friendly approach will help clients achieve their financial goals and make informed investment decisions.The annual salary for this position starts at $57,000 and includes a...


  • Montreal, Quebec, Canada National Bank Full time

    About National BankNational Bank is a leading financial institution dedicated to shaping the future of responsible investing. With a strong commitment to sustainability, we strive to create a positive impact on people's lives.Job SummaryWe are seeking an experienced Strategic Sustainable Investing Advisor to join our team. As a key leader in shaping...


  • Montreal, Quebec, Canada NBC Full time

    Job DescriptionWe are seeking a highly skilled Strategic Portfolio Management Expert to join our Investment Solutions team at NBC.As a key member of our team, you will provide expert advice and support to our wealth advisors on portfolio management best practices. You will work closely with our discretionary managers to develop and implement strategic...


  • Montreal, Quebec, Canada Valnet inc Full time

    Job SummaryWe are seeking a highly skilled Strategic Asset Investment Specialist to join our team at Valnet inc. This is a unique opportunity for an experienced professional to lead the acquisition lifecycle, manage internal investments, and assist the investment team with ad-hoc requests.About the RoleAcquisition Lifecycle:Lead the competitive landscape...


  • Montreal, Quebec, Canada Stonewood Group Inc. Full time

    About the RoleWe are seeking a seasoned Senior Investment Manager to join our Investments Team at Stonewood Group Inc. As a key member of our team, you will be responsible for originating, executing, managing, and exiting investments in emerging Canadian technology firms.ResponsibilitiesOrigination and Execution: Identify and pursue investment opportunities...


  • Montreal, Quebec, Canada Banque Nationale du Canada Full time

    At the Banque Nationale du Canada, we're on a mission to put people first. Our team is dedicated to delivering exceptional service and advice to our clients, helping them achieve their financial goals.Job SummaryWe're seeking an experienced Strategic Investment Portfolio Specialist to join our investment advisory team. As a key member of our team, you will...


  • Montreal, Quebec, Canada Banque Nationale du Canada Full time

    OverviewBanque Nationale du Canada is a bank that prioritizes its employees' wellbeing and career growth. We foster an inclusive environment where each person's unique qualities are celebrated and valued.Salary RangeThe estimated annual salary for this role is $120,000 to $150,000 CAD, depending on experience and qualifications.Job DescriptionWe are seeking...


  • Montreal, Quebec, Canada Scotiabank Full time

    We are seeking a highly skilled Financial Planning Expert to join our team at Scotiabank. This exciting opportunity is ideal for an individual with a strong background in the financial services industry and excellent client relationship building skills.About the RoleThe successful candidate will play a key role in managing relationships with our most...


  • Montreal, Quebec, Canada Bcaresearch Inc Full time

    Job DescriptionAbout Delinian LimitedWe are a leading independent provider of global investment research. Our mission is to deliver high-quality analysis and forecasts to our clients, helping them make informed investment decisions.Job Title: Strategic Communications Director for Investment InsightsLocation: Montreal, QC (open to East Coast United States)Job...


  • Montreal, Quebec, Canada AGA Financial Group inc. Full time

    AGA Financial Group inc. is seeking a highly skilled Senior Financial Planning and Analysis Specialist to join our team.Job SummaryThe ideal candidate will possess strong analytical skills, excellent communication abilities, and the ability to work effectively in a fast-paced environment. As a key member of our financial planning and analysis team, you will...


  • Montreal, Quebec, Canada Société Financière Manuvie Full time

    Job Description:We are seeking a highly skilled Sales Director to promote our guaranteed investment products using a solutions-based sales approach. As part of our team, you will be responsible for achieving ambitious sales targets and establishing strong relationships with financial advisors.About the Role:Achieve sales growth by promoting new sales...


  • Montreal, Quebec, Canada National Bank Full time

    We are seeking a highly motivated and detail-oriented Expert Financial Counselor to join our team at the National Bank. As an Expert Financial Counselor, you will play a vital role in helping clients achieve their financial goals and objectives.Job SummaryThis is a unique opportunity to work with a dynamic team of professionals who share your passion for...


  • Montreal, Quebec, Canada iA Financial Group Full time

    Job Summary:We are seeking an experienced Strategic Asset Management Director to lead our Investment Performance team. In this role, you will be responsible for delivering Operations services to the investment sectors, defining and executing the strategy for delivering Operations services, and managing close business relationships with all clients in the...


  • Montreal, Quebec, Canada Banque Nationale du Canada Full time

    About the RoleWe are seeking a highly skilled Strategic Financial Solutions Expert to join our team at Banque Nationale du Canada. This is an exceptional opportunity to work with healthcare professionals on all their financial projects, providing strategic support and guidance in the fields of pharmacy, medical, and dental clinics.In this role, you will play...

  • Financial Consultant

    2 weeks ago


    Montreal, Quebec, Canada Sun Life Financial Full time

    Job SummarySun Life Financial is seeking a highly motivated Financial Consultant to join their Client Relationship Team. As a key member of the team, you will be responsible for building strong relationships with clients and providing comprehensive portfolio reviews to help them achieve their financial goals.About the RoleThis is a full-time opportunity that...


  • Montreal, Quebec, Canada Oxford Knight Full time

    Company OverviewOxford Knight is a pioneering systematic investment manager dedicated to delivering high-quality, uncorrelated returns for clients through rigorous scientific research and the application of cutting-edge technology.Salary: $120,000 - $180,000 per annumJob DescriptionWe are seeking an experienced Quantitative Investment Modeling Expert to...


  • Montreal, Quebec, Canada The Canada Life Assurance Company Full time

    Are you passionate about delivering exceptional customer experiences and providing personalized financial guidance? We are seeking a highly skilled Investment & Retirement Specialist to join our team at The Canada Life Assurance Company.We are committed to improving the well-being of Canadians, and as a key member of our Investment & Retirement Solutions...


  • Montreal, Quebec, Canada Desjardins Full time

    We are seeking a skilled Financial Services Advisor to join our team. This role involves developing and maintaining strong relationships with members, providing personalized advice and guidance on investment and financial services.Key Responsibilities:Offer expert advice on investment products and services to meet members' financial goalsCollaborate with...