Financial Planning and Advisory Expert

Senior Financial Advisory ServicesBaker Tilly Canada Cooperative is one of the country's largest associations of chartered accounting firms. With member firms from coast to coast, we offer value-added audit, tax and advisory solutions through our in-house skills, customized offerings and service excellence.We have a long-lasting reputation for delivering...

Job DescriptionWe are seeking a highly skilled Finance Senior: Valuation and Advisory Expert to join our team at Baker Tilly Canada Cooperative. As a key member of our Financial Advisory Services Group, you will play a crucial role in providing expert financial advisory services to clients across the country.

Senior Administrative AssistantGrandmaster Financial Planning, a leading financial advisory firm in Ottawa, seeks a highly organized and experienced Senior Administrative Assistant to support our team. This role plays a crucial part in ensuring smooth daily operations and exceptional client satisfaction.We specialize in delivering comprehensive financial...

Senior Administrative Assistant OpportunityWe are seeking a highly organized and experienced Senior Administrative Assistant to support our team at Grandmaster Financial Planning, a rapidly growing independent boutique firm specializing in advanced financial planning.This role plays a crucial part in ensuring smooth daily operations and high client...

We are seeking a highly skilled and experienced professional to join our Financial Advisory Services Group at Baker Tilly. The successful candidate will be responsible for providing expert opinions on business valuations, quantification of damages, and income analysis for family law purposes.The ideal candidate will have a strong background in litigation and...

Welcome to Baker Tilly Ottawa, a leading independent member of Baker Tilly Canada. Our firm has a strong reputation for providing value-added audit, tax, advisory, legal, and people solutions. As an all-Canadian network, we have a longstanding history of excellence in the industry.Baker Tilly Ottawa LLP has been a quality provider of financial advisory,...

As a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving results and contributing to the team's overall success.About the roleYou will establish and deepen investment and primary banking relationships with existing customers, as well as customers referred by branch partners.Key responsibilitiesDeliver...

Job Summary:We are seeking a highly skilled and experienced Financial Planner to join our team at TD. As a key member of our team, you will be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients.Key Responsibilities:Identify and understand clients' financial goals and objectives, providing tailored...

At Baker Tilly, we are seeking a highly skilled Senior Financial Advisory Services Specialist to join our Financial Advisory Services Group. The ideal candidate will have a strong background in business valuations and litigation support, with excellent analytical and communication skills.The successful candidate will be responsible for preparing reports...

About the RoleWe are seeking a Senior Financial Planning Expert to join our team in Canada. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service throughout the customer's journey.Key Responsibilities:Taking a proactive approach to discovering customer needs and building long-lasting...

Accounting Leadership RoleAt Equest, we are seeking a highly skilled Financial Planning and Control Expert to join our team. In this role, you will be responsible for the accuracy, completeness, and timely completion of the monthly financial statements. You will review and analyze monthly results, preparing reporting to senior management and understanding...

Senior Administrative Assistant OpportunityWe are seeking a highly organized and experienced Senior Administrative Assistant to support our team at Grandmaster Financial Planning in Ottawa.This is a demanding position that requires exceptional administrative skills, attention to detail, and the ability to work under pressure. As a Senior Administrative...

Capacity Planning Analyst, Workforce Management ExpertWe are seeking a highly skilled Capacity Planning Analyst, Workforce Management Expert to join our team at Sun Life Financial. As a key member of our workforce management team, you will be responsible for planning and optimizing our workforce capacity to meet the needs of our business units.Key...

Senior Administrative AssistantGrandmaster Financial Planning, a leading boutique firm in Ottawa, is seeking a highly organized and experienced Senior Administrative Assistant to support our team. This role plays a crucial part in ensuring smooth daily operations and exceptional client satisfaction.Key Responsibilities:Provide exceptional administrative...

Welch LLP is a leading provider of professional services, with a strong presence in the region. We are seeking a Manager, US Tax to join our team in Ottawa.The successful candidate will be responsible for providing expert tax advisory services to clients, including corporate tax planning and audit engagements. They will work closely with senior managers and...

At Baker Tilly, we are seeking a highly skilled Senior Financial Advisor to join our Financial Advisory Services Group. As a key member of our team, you will be responsible for providing expert financial analysis and advice to our clients.Your primary responsibilities will include:Preparing financial reports and valuations for businesses and...

Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team.This role provides technical support to our lead advisors, assisting with data gathering and analysis, financial planning recommendations, implementation, and portfolio...

Job SummaryBMO Financial Group is seeking a seasoned professional to lead our High Net Worth Planning team as a Regional Director. This role will be responsible for developing and executing a comprehensive wealth planning strategy to drive business growth and deliver exceptional client experiences.Key Responsibilities:Lead a team of wealth planners to...

About Baker Tilly Canada's Financial Advisory Services:The Financial Advisory Services Group at Baker Tilly Canada provides expert financial guidance to clients across various industries. Our team of experienced professionals offers a range of services, including business valuations, litigation and forensic accounting, and financial planning.Our services are...

Job Title: Corporate ReceptionistInvestment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. Our team is driven towards one goal: helping advisors build a better business through a remarkable client experience.The role of the Corporate Receptionist is to serve as the primary point of contact for our...