Financial Planning and Management Specialist

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...

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...

Build a successful career with MD Financial Management as a Senior Financial Relationship Manager. In this role, you will be responsible for building strong relationships with our clients, understanding their financial goals and objectives, and providing tailored investment solutions to meet their needs.Key Responsibilities:Develop and maintain strong...

Job Title: Financial Planning and Business Analysis SpecialistLocation: Ottawa, ONJob Summary:The Financial Planning and Business Analysis Specialist will be responsible for providing financial analysis and support to the organization. The specialist will be responsible for developing and maintaining financial models, preparing financial reports, and...

Job DescriptionWe are seeking a skilled and experienced Strategic Financial Relationship Manager to join our team at MD Financial Management.About the Role:You will be responsible for building and maintaining strong relationships with our high net worth clients, understanding their financial goals and objectives, and providing tailored advice and guidance to...

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...

We are seeking a Senior Financial Services Specialist to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The Senior Financial Services Specialist identifies member life stage cycles and provides solutions to financial needs, and/or refers members to an appropriate...

About the RoleThe Senior Financial Planning and Analysis Specialist at Nutrition International plays a crucial role in the organization's financial management and strategic planning. This position contributes to the overall financial success of the organization by conducting comprehensive financial analysis, creating financial reports, documenting financial...

Corporate Planning AdministratorJob Summary:The successful candidate will play a key role in supporting the ongoing maintenance of the College's cloud-based financial and enrolment planning software system, Workday Adaptive Planning. This position requires strong analytical and coordination skills, as well as the ability to maintain standards for efficiency...

Are you a highly skilled and motivated individual looking for a challenging role in the financial services industry?About MD Financial ManagementMD Financial Management is a Canadian wealth management company that helps professionals achieve their long-term financial goals. Our team of experienced advisors provides personalized advice and guidance to help...

Are you a detail-oriented professional with a passion for building strong relationships with clients?In this role, you will be responsible for developing and maintaining trusted relationships with MD clients through active listening and tailored solutions. You will promote MD products and services, identify new business opportunities, and gather financial...

At Investment Planning Counsel, we are seeking a highly skilled Corporate Receptionist to join our team. As the primary point of contact for our clients and teams, you will embody our commitment to exceptional client service.The role of the Corporate Receptionist is multifaceted, requiring a warm and welcoming demeanor, excellent communication skills, and...

Financial Planning and Analysis ManagerJob Summary:The Financial Planning and Analysis Manager will be responsible for leading the financial planning and analysis function within the organization. The manager will be responsible for developing and maintaining financial models, preparing financial reports, and providing financial analysis and support to the...

**Job Summary**Business Integration is seeking a Senior Financial Planning Manager to lead the development and implementation of financial plans and strategies that support the organization's goals and objectives.**Key Responsibilities**Develop and present financial forecasts and annual operating plans to senior management and the Audit Committee.Direct the...

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...

About the RoleThe Senior Analyst, Financial Planning and Analysis plays a pivotal role in driving financial management and strategic planning at Nutrition International. Reporting to the Senior Manager, FP&A, this key position contributes significantly to the organization's overall financial success by conducting comprehensive financial analysis, creating...

Job Summary: Giant Tiger is seeking a highly skilled Merchandise Financial Planning Manager to join our team. As a key member of our financial planning team, you will be responsible for developing and executing financial plans that support our short- and long-term merchandising strategy. About the Role: The Merchandise Financial Planning Manager will...

About the Role: Giant Tiger is seeking a highly skilled Merchandise Financial Planning Manager to join our team. As a key member of our Merchandise Financial Planning team, you will be responsible for developing and executing financial plans that support our short- and long-term merchandising strategy. Key Responsibilities: Develop and execute...

About the Role:Giant Tiger is seeking a highly skilled Merchandise Financial Planning Manager to join our team. As a key member of our Merchandise Financial Planning team, you will be responsible for developing and executing financial plans that support our short- and long-term merchandising strategy.Key Responsibilities:Develop and execute annual financial...

Financial Planning Support SpecialistAt Desjardins Financial Security Independent Network - Ottawa #118, we are seeking a highly skilled Financial Planning Support Specialist to join our team.This role is an advisor support position that provides technical support to a lead advisor. Responsibilities include data gathering and analysis, development of...