Strategic Financial Planner
5 days ago
INDOCAN STUDY INC is seeking a highly skilled and experienced Strategic Financial Planner to join our team. As a Strategic Financial Planner, you will play a crucial role in helping our clients achieve their financial goals and objectives.
About the RoleWe are looking for a detail-oriented and organized individual with excellent communication skills to analyze clients' financial records, develop personalized financial plans, and provide guidance on investment strategies. Your primary responsibility will be to work closely with clients to understand their financial needs and create tailored solutions that meet their objectives.
Key Responsibilities- Analyze clients' financial records to identify areas of improvement and develop strategies to increase their wealth;
- Develop comprehensive financial plans that align with clients' goals and risk tolerance;
- Provide ongoing support and guidance to clients as they implement their financial plans;
- Collaborate with cross-functional teams to ensure seamless delivery of services to clients;
- Bachelor's degree in a relevant field (e.g., finance, accounting);
- At least 3 years of experience in a related field; Canadian Securities Course (CSC) certification; and Canadian Institute of Financial Planning Course certification;
- Excellent analytical, problem-solving, and communication skills;
- Ability to work in a fast-paced environment and meet deadlines;
We offer a competitive salary range of $60,000 - $80,000 per year, depending on experience, plus benefits and opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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Toronto, Ontario, Canada University of Toronto Full timeWe are seeking a highly skilled Strategic Financial Planner for Campus Operations to join the University of Toronto's team.As a Senior Financial Advisor, you will play a critical part in the financial planning and budgeting process. Your expertise will help shape and inform strategic decisions, ensuring efficient utilization of business resources.The ideal...
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Strategic Business Planner Position
5 days ago
Toronto, Ontario, Canada Speedo Full timeSeeking a highly skilled Strategic Business Planner to join our team at Speedo, the world's leading swimwear brand. As a Strategic Business Planner, you will be responsible for developing and interpreting complex business models and concepts to drive financial planning and control.We estimate the salary for this position to be around $80,000 - $110,000 per...
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Strategic Demand Planner
5 days ago
Toronto, Ontario, Canada Apotex Full timeJob OverviewWe are seeking a highly skilled Strategic Demand Planner to join our team at Apotex Inc.About UsApotex Inc. is a leading global health company that produces high-quality, affordable medicines for patients worldwide. With operations in over 75 countries, we employ almost 7,200 people globally, with a focus on manufacturing, R&D, and commercial...
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Strategic Financial Advisor
2 weeks ago
Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob OverviewRole SummaryThe Royal Bank of Canada is currently seeking an experienced Investment & Retirement Planner to join our team of dedicated financial professionals. As an Investment & Retirement Planner, you will be responsible for developing and maintaining relationships with clients to provide customized investment solutions and advice.Key...
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Strategic Media Planner
5 days ago
Toronto, Ontario, Canada Spark Foundry Full timeAbout the RoleWe are seeking a highly skilled and motivated Strategic Media Planner to join our team at Spark Foundry.Job DescriptionThe Strategic Media Planner will be responsible for assisting planners and supervisors in managing and executing approved media plans. This includes developing and organizing supportive data for plans and recommendations, as...
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Senior Financial Planner
4 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeKey Responsibilities:The Senior Total Wealth Planner is responsible for delivering comprehensive financial planning advice and support to high net worth clients. This includes gathering key data and information, preparing and analyzing financial plans, and presenting strategies to clients.Financial Planning Expertise:The ideal candidate will have a...
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Senior Financial Planner
1 month ago
Toronto, Ontario, Canada Scotiabank Full timeSenior Total Wealth PlannerScotiabank is seeking a highly skilled and experienced Senior Total Wealth Planner to join our team. As a key member of our Wealth Management group, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Key Responsibilities:Deliver end-to-end goals-based financial plans...
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Financial Planner
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Toronto, Ontario, Canada Meridian Full timeJoin Our Team as a Financial PlannerAt Meridian, we're committed to helping our members achieve their financial goals. As a Financial Planner, you'll play a key role in providing expert advice and guidance to our members, helping them navigate the complexities of personal finance and achieve financial peace of mind.Key Responsibilities:Develop and implement...
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Financial Planner
1 month ago
Toronto, Ontario, Canada Scotiabank Full timeRole OverviewAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct in-depth...
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Strategic Project Planner
5 days ago
Toronto, Ontario, Canada EBC Inc. Full timeJob SummaryWe are seeking a highly skilled Strategic Project Planner to join our team at EBC Inc.About the RoleThis is a full-time position that requires a strong background in project planning and coordination. As a key member of our team, you will be responsible for planning and executing projects from start to finish, ensuring timely delivery and...
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Strategic Media Planner
4 weeks ago
Toronto, Ontario, Canada Spark Foundry Full timeJob Title: Strategic Media PlannerThis role at Spark Foundry will be a key contributor to our performance-media team, driving measurable business outcomes through data-driven media strategies. The ideal candidate will have a strong analytical skillset, math proficiency, and a solid understanding of how to tie platform reporting to consumer actions and...
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Media Planner
4 weeks ago
Toronto, Ontario, Canada Spark Foundry Full timeJob Title: Media PlannerAt Spark Foundry, we are seeking a skilled Media Planner to join our team. As a Media Planner, you will be responsible for developing media plans that deliver on client objectives, while ensuring that human insights drive business outcomes.Key Responsibilities:Gather and analyze marketing, client, industry, competitive, and human...
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Senior Financial Planner
4 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeKey Responsibilities:The Senior Total Wealth Planner is responsible for delivering comprehensive financial planning advice and support to high net worth clients. This includes gathering key data and information, preparing and analyzing financial plans, and presenting related strategies.Accountabilities:Deliver end-to-end goals-based financial plans,...
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Strategic Financial Planning Consultant
4 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Strategic Financial Planning Consultant to join our team at Scotiabank. In this role, you will be responsible for delivering end-to-end financial planning advice and support to high net worth clients.Main ResponsibilitiesGather key information about clients through deep discovery sessions.Prepare, analyze, and...
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Strategic Financial Advisor
2 weeks ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeAt OTT Financial Inc., we are seeking a highly skilled Strategic Financial Advisor to join our team. This role is responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.ResponsibilitiesCollaborate with clients to understand their financial needs and...
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Strategic Financial Advisor
4 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeAs a Financial Planner at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.Following a comprehensive...
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Senior Financial Planner
1 month ago
Toronto, Ontario, Canada Scotiabank Full timeKey ResponsibilitiesThe Total Wealth Planner will be responsible for delivering comprehensive financial planning advice and support to high net worth clients. This includes gathering key data and information, preparing and analyzing financial plans, and presenting strategies to clients.AccountabilitiesFinancial Planning DeliveryDevelop and implement...
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Strategic Media Planner
2 weeks ago
Toronto, Ontario, Canada Starcom Full timeJob SummaryA successful Assistant Media Planner at Starcom will lead the charge in crafting media plans that drive results for our clients. Key responsibilities include analyzing market data, developing strategic media recommendations, and maintaining strong relationships with media suppliers.About the RoleThe ideal candidate will possess a strong...
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Strategic Business Planner
1 month ago
Old Toronto, Ontario, Canada ENGINEERINGUK Full timeSenior Director Franchise StrategyCoca-Cola is a global leader in the beverage industry, committed to bringing the best in refreshment to consumers around the world. We foster innovation, growth, and sustainability in all our operations.We are seeking a Strategic Business Planner to develop and implement long-term strategies, drive annual business planning,...
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Senior Financial Planner
4 weeks ago
Toronto, Ontario, Canada LINDBERG HOMBURGER MODENT DENTAL STUDIOS LTD Full timeJob Title: Senior Financial PlannerJob Summary: We are seeking a highly skilled Senior Financial Planner to join our team at LINDBERG HOMBURGER MODENT DENTAL STUDIOS LTD. The successful candidate will be responsible for planning and controlling budgets and expenditures, designing and managing investment strategies, and monitoring financial control...