Senior Financial Planning Consultant
7 days ago
Deliver trusted advice to high net worth clients with a comprehensive understanding of their financial needs.
We are seeking an experienced Senior Financial Planning Consultant to join our Wealth Management Services team at Royal Bank of Canada. As a valued member of our team, you will work closely with our advisors to provide expert financial planning services to our clients.
The ideal candidate will have at least 10 years of experience in all aspects of financial planning and hold a professional designation such as CA, CGA, LLB, or CMA. You will have strong analytical and judgment skills, effective communication skills, and the ability to work independently and as part of a team.
Your key responsibilities will include:
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Senior Financial Planning Consultant
1 week ago
Calgary, Alberta, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full timeAbout Griffith & Associates Financial & Estate Planning Services LtdWe are a reputable financial planning firm in Calgary, Alberta, with a strong presence in the market. Our team of experts excels in providing in-depth financial, tax, and estate planning services to executives and business owners.As one of Calgary's top firms, we manage over $300 million in...
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Financial Planning Consultant
49 minutes ago
Calgary, Alberta, Canada BMO Financial Full timeJob Overview:BMO Financial Group is seeking a skilled Financial Planning Consultant to join our team. As a key member of our team, you will be responsible for delivering financial and investment planning advice to customers, providing solutions that meet their needs and goals.About the Role:You will work closely with clients to understand their financial...
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Strategic Financial Planning Expert
3 weeks ago
Calgary, Alberta, Canada MD Financial Management Full timeAbout MD Management LimitedMD Management Limited, a division of Scotia Wealth Management, is a leading provider of comprehensive financial services. With a commitment to excellence and customer satisfaction, we strive to deliver exceptional results in an inclusive and high-performing environment.We are seeking a talented Senior Financial Consultant to join...
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Senior Financial Planning Specialist
3 weeks ago
Calgary, Alberta, Canada Agrawal Associates Full time**Company Overview:**Agrawal Associates is a well-established, client-centered financial planning practice committed to growth and development in the high net worth market.Compensation:The total compensation package includes a strong salary of $80,000 per annum, bonuses, and rewards for exceptional performance.Job Description:Support Senior Consultant:...
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Financial Planning Specialist
3 weeks ago
Calgary, Alberta, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full timeAbout Griffith & AssociatesGriffith & Associates Financial & Estate Planning Services Ltd is a leading financial planning firm in Calgary, Alberta. With almost two decades of experience, they have established themselves as one of the top firms in the city, specializing in comprehensive financial, tax, and estate planning. Their dynamic team excels in...
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Strategic Financial Planning Consultant
3 weeks ago
Calgary, Alberta, Canada RBC Full timeAbout the OpportunityIn this pivotal role as a Strategic Financial Planning Consultant at RBC, you will be an integral part of the Wealth Management Services team. Your mission is to collaborate with esteemed Advisors to deliver tailored financial planning solutions that cater to the distinct needs of High Net Worth (HNW) clients. As a trusted partner, you...
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Strategic Financial Consultant
3 weeks ago
Calgary, Alberta, Canada Agrawal Associates Full timeAgrawal Associates is a well-established, client-centered financial planning practice seeking a highly motivated and disciplined individual with an entrepreneurial spirit to help grow its business.As a Strategic Financial Consultant, you will have front of the line access to Private Wealth Management Support, including an Advanced Financial Planning Team,...
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Senior SAP Planning Consultant
2 weeks ago
Calgary, Alberta, Canada Ampstek Full timeAmpstek is seeking a seasoned Senior SAP Planning Consultant to join our team.About the RoleWe are looking for an experienced professional with 15+ years of experience in SAP Planning technologies like SAP Analytics Cloud and SAP BPC. The ideal candidate should have a minimum of 2-3 full lifecycle experiences in these technologies, with at least one year of...
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Senior Financial Design Leader
2 weeks ago
Calgary, Alberta, Canada Neo Financial Full timeAbout Neo FinancialWe're a rapidly expanding tech startup revolutionizing the financial industry in Canada. Our mission is to empower people to accelerate their careers toward hyper-growth and help them reach their full potential.Estimated Salary: $150,000 - $180,000 per yearAbout the RoleJob DescriptionAs a Senior Financial Design Leader at Neo Financial,...
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Calgary, Alberta, Canada Air Liquide Full timeJob Description:Air Liquide Canada is seeking a Senior Financial Planning and Analysis (FP&A) expert to join the Western region finance team, which supports the operations of the western region and its districts. This position will play a critical role in the financial management of the region by delivering key financial reports, conducting in-depth...
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Calgary, Alberta, Canada MD Financial Management Full timeAbout the RoleAs a seasoned Senior Advisor, you will play a crucial role in MD Management Limited's success by contributing to the overall client value performance in Canada. Reporting to the Regional Manager, your primary objective will be to execute specific individual goals, plans, and initiatives that align with the team's business strategies and...
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Senior Financial Strategist
2 weeks ago
Calgary, Alberta, Canada Neo Financial Full timeTransforming Financial Services for the BetterWe are seeking a seasoned Treasury Manager to join our Finance team in Calgary, AB. As our next Senior Financial Strategist, you will play a pivotal role in optimizing our capital deployment and cash management activities.Key Responsibilities:Oversee the debt facilities management program by coordinating lender...
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Senior Financial Product Design Leader
1 month ago
Calgary, Alberta, Canada Neo Financial Full timeJob SummaryRaise the bar for financial services as a Senior Financial Product Design Leader at Neo Financial. This challenging role requires 8+ years of experience in product design or user experience design roles, with expertise in driving and applying user-centered design processes.
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Senior Financial Advisor
3 weeks ago
Calgary, Alberta, Canada Agrawal Associates Full timeAgrawal Associates is a well-established, client-centered financial planning practice seeking an ambitious and entrepreneurial individual to join our team as a Senior Financial Advisor.As a key member of our team, you will be responsible for providing expert support to senior consultants, reviewing and maintaining clients' investments, and implementing all...
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Strategic Wealth Manager
2 weeks ago
Calgary, Alberta, Canada Up Financial Full timeAbout Up FinancialWe are a pioneering Wealth Management and Financial Planning firm dedicated to delivering expert investment advice and customized financial solutions across Canada and the US.
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High Net Worth Financial Planning Associate
2 weeks ago
Calgary, Alberta, Canada Agrawal Associates Full timeJob OverviewAgrawal Associates, a well-established financial planning practice, is seeking a motivated and entrepreneurial individual to join our team as a High Net Worth Financial Planning Associate. This role offers an exciting opportunity to grow the business, work with private wealth management support teams, and develop skills in financial planning and...
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Financial Planning Leader
3 weeks ago
Calgary, Alberta, Canada 3001 TC USA Services Inc Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Leader to join our team at 3001 TC USA Services Inc. As a key member of our Corporate Services Finance Team, you will play a critical role in delivering high-quality financial planning, analysis, and reporting to support corporate services functions.Key ResponsibilitiesLead a team of financial...
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Senior Financial Planning Expert
1 month ago
Calgary, Alberta, Canada CN Full timeAbout the RoleThe Senior Financial Partner, Capital Planning and Management is a critical position at CN that requires a high level of expertise in financial planning and analysis. As a key member of the executive leadership team, you will be responsible for developing and implementing CN's capital strategy to meet the company's operational needs and...
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Senior IT Audit Risk Consultant
7 days ago
Calgary, Alberta, Canada MNP Full timeEnterprise Risk - IT Audit Senior ConsultantMNP, a leading accounting firm in Canada, is seeking a skilled Senior IT Audit Risk Consultant to join their Enterprise Risk - IT Audit team. With a focus on high-potential earnings and a balanced lifestyle, MNP offers customized rewards that support their unique culture.About the Role:This diverse team of...
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Senior UX Strategist
1 week ago
Calgary, Alberta, Canada Neo Financial Full timeWe're building a more rewarding financial experience for all Canadians at Neo, and we need your expertise to make it happen.This is an exciting opportunity for an experienced Senior UX Strategist to join our team as a Principal Product Designer. You'll work closely with cross-functional teams to drive design vision and strategy that meets the needs of our...