Financial Planning Specialist

About the RoleAt Sun Life Financial, we are seeking a highly skilled and motivated Senior Financial Planning Specialist to join our Client Relationship Team. This is a unique opportunity to build relationships with clients of our personal Group Choices plan and provide comprehensive portfolio reviews, retirement planning discussions, and financial advice to...

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...

Job OverviewWe are seeking a skilled Financial Planning Specialist to support our capital expenditure planning process. This is an exciting opportunity to play a meaningful role in budgeting, forecasting, and prioritizing investment opportunities.About the RoleYou will be responsible for collaborating with cross-functional teams to optimize our capital...

Company OverviewScotiabank is a leading bank in the Americas, guided by its purpose: "for every future." The company helps its customers, their families, and communities achieve success through a broad range of advice, products, and services.Job DescriptionThe Senior Financial Planning Associate plays a crucial role in the ScotiaMcLeod team, supporting...

**About Stay22**We're on a mission to revolutionize the travel media industry by empowering companies and content creators with AI-powered solutions. Our goal is to unlock fresh revenue streams and enable seamless monetization of platforms.Job Summary:As a Financial Planning Specialist, you'll play a crucial role in analyzing data, extracting insights, and...

OverviewScotiabank is a leading bank in the Americas, committed to making a difference in our communities and helping customers achieve success.About the RoleThis role offers a unique opportunity to provide exceptional service to mid-affluent customers and build lasting relationships. As an Investment & Personal Banking Specialist, you will connect with...

Job OverviewWe are seeking a Senior Financial Planning Specialist to join our Canadian Banking Branch network. As a key member of our team, you will provide exceptional service to customers and help them achieve their financial goals.About the RoleIn this role, you will be responsible for delivering trusted financial advice and providing a full range of...

About CAE IncCAE Inc is a leading provider of aviation training solutions, and we are seeking a highly skilled Financial Planning and Reporting Specialist to join our team.Salary Range: $80,000 - $110,000 per annum, depending on experience.Job DescriptionWe are looking for a detail-oriented and organized individual to support the financial planning and...

About the Role: As a Financial Planning Specialist at Scotiabank, you will play a vital role in delivering trusted financial advice to customers and helping them achieve their goals. You will be responsible for creating personalized financial plans, leveraging relevant financial planning tools and resources.Your Key Responsibilities:Educate customers on...

Company OverviewVision Group is the North American leader in vision correction, with over 12 brands and more than 70 clinics across Canada and the United States.Estimated Salary$80,000 - $110,000 per year, based on experience and location.Job DescriptionWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Vision...

Unlock Career OpportunitiesWe are seeking a highly skilled Financial Planning Specialist to join our team at Royal Bank of Canada. As a key member, you will be responsible for delivering comprehensive financial plans to High Net Worth (HNW) clients.Job Description:Develop personalized financial plans addressing client needs in financial, investment,...

Job DescriptionWe are seeking a highly skilled Financial Analyst Reinsurance Specialist to join our team at Intact Financial Corporation.About the RoleThe Financial Analyst Reinsurance Specialist will play a key role in supporting Group Reinsurance activities, providing recommendations to ensure consistency and application of best reinsurance practices...

Job Title: Financial Analyst SpecialistWe are seeking a skilled Financial Analyst Specialist to join our dynamic team at Randstad. This is an exciting opportunity for an individual who is passionate about numbers and has excellent analytical skills.About the Role:The successful candidate will act as a business partner, working closely with various teams to...

We are seeking a highly skilled Strategic Financial Planning Expert to join our Group FP&A team at Intact Financial Corporation.The successful candidate will be responsible for preparing the weekly group forecast, contributing to the annual planning process, and performing ad-hoc analyses to support senior management's decision-making.About the RolePrepare...

Job SummaryWe are seeking a Financial Planning Expert to join our team as a Wealth Creation Specialist. This role is responsible for identifying clients' investment and financing needs, drafting personalized financial plans, and advising clients on customized solutions.

Job OverviewSun Cloud LLC seeks a highly skilled Financial Planning and Control Specialist to join our team in Montréal, QC. As a key member of our finance department, you will be responsible for overseeing the company's financial plans and policies, accounting practices, and preparation of financial reports.ResponsibilitiesManage month-end, quarter-end,...

About the Opportunity:">The Royal Bank of Canada is seeking a highly skilled Financial Planning Specialist to join its Family Office Services team. As an integral member of this team, you will work closely with advisors to deliver comprehensive financial plans to High Net Worth (HNW) clients.">Your Key Responsibilities:">">Prepare customized financial plans...

Job DescriptionWe are seeking a highly skilled Data Management Specialist for Financial Planning and Analysis to join our team in Montreal, QC. As a key member of our IT Finance department, you will play a vital role in supporting financial planning and analysis processes in an Oracle Hyperion/Essbase environment.The ideal candidate will have 3-5 years of...

About UsAt AbbVie Inc., we are driven to discover and deliver innovative medicines and solutions that address serious health issues. Our mission is to make a remarkable impact on people's lives across various therapeutic areas, including immunology, oncology, neuroscience, and eye care.We are seeking a skilled Senior Financial Planning and Analysis...

At Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Data Analyst - Renewal Specialist, you'll play a key role in maximizing renewal outcomes for our clients.About the Role:The Renewal Specialist will support a regional team of Corporate Account Executives with clients over...