Financial Planning Specialist

2 weeks ago

Calgary, Alberta, Canada Mount Royal University Full time
About Mount Royal University

Mount Royal University is a vibrant institution located in Calgary, Alberta, Canada. Founded in 1910, the university has grown to become a leading provider of top-caliber programs and experiential learning opportunities.

The university acknowledges its connection to the land and all beings, and the songs, stories, and teachings of various Indigenous Nations. MRU is committed to fostering an inclusive environment that welcomes diversity and promotes equity.

About the Role

This full-time position reports to the Manager, Resource Planning, within the Finance department. The successful candidate will work closely with stakeholders to provide expert financial planning support and advice.

Responsibilities include developing and preparing financial analysis and reports, analyzing data from various sources, and providing informed reporting to university stakeholders. The incumbent will also collaborate with stakeholders to assess and analyze business process and system needs.

  • Decision Support: Develop and prepare financial analysis and reports required by internal users; analyze and compile data from various sources and prepare long-range projections.
  • Reporting: Support client areas in their financial planning needs and reporting of financial results; monitor and communicate changes in accounting standards.
  • SUPPORT and TRAINING: Provide expert advice and training on general accounting and best practices; support business units in the preparation of audit-ready financial statements.
Qualifications

Requirements for this position include a Bachelor's degree and Chartered Professional Accountant designation. Candidates should possess strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.

A minimum of 6-10 years' experience in finance and accounting is required, with in-depth knowledge of complex financial scenarios. Experience in managing technology-related controls and applicable systems and technology experience in Microsoft Office products are also necessary.

What We Offer

Talented employees are the driving force behind student success at Mount Royal University. We offer a competitive total compensation package, including health and dental benefits, pension, health and personal spending accounts, paid vacation, and a free membership in our fully equipped recreation centre.

The estimated salary for this position is $96,859-$110,500 per annum, commensurate with qualifications and experience. If you require accommodation to participate in the recruitment process, please notify us.

  • Financial Planning Specialist

    2 weeks ago

    Calgary, Alberta, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    About 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...

  • Senior Financial Planning Consultant

    7 days ago

    Calgary, Alberta, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    About 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...

  • Strategic Financial Planning Expert

    2 weeks ago

    Calgary, Alberta, Canada MD Financial Management Full time

    About 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...

  • Strategic Financial Insights Specialist

    2 weeks ago

    Calgary, Alberta, Canada ATB Financial Full time

    Unlock your potential in a dynamic environment where you can make a meaningful impact.About ATB FinancialWe're a values-driven organization that empowers our team members to succeed through interesting and challenging work, performance enablement, and learning and development.Job SummaryWe're seeking a highly skilled Strategic Financial Insights Specialist...

  • Strategic Wealth Manager

    2 weeks ago

    Calgary, Alberta, Canada Up Financial Full time

    About 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.

  • Senior Financial Operations Specialist

    2 weeks ago

    Calgary, Alberta, Canada Neo Financial Full time

    Company OverviewNeo Financial is a rapidly expanding tech startup in Canada, aiming to provide a more rewarding financial experience for Canadians. With incredible traction and recognition as LinkedIn's Top Startup in Canada for 2022 and 2023, Neo has built a strong reputation in the fintech industry.">Job DescriptionWe are seeking a Treasury Operations...

  • Financial Operations Specialist for Cash Management

    2 weeks ago

    Calgary, Alberta, Canada Neo Financial Full time

    About Neo FinancialWe're a rapidly expanding fintech company in Canada, building a more rewarding financial experience for all Canadians.Our mission is to transform financial services for the better. We're on a journey to make change happen at a rapid pace, providing endless opportunities to sharpen your skills, expand your knowledge, and find new solutions...

  • Financial Operations Specialist

    2 weeks ago

    Calgary, Alberta, Canada Neo Financial Full time

    About Neo FinancialWe're building a more rewarding financial experience for all Canadians.What We OfferA competitive salary of $85,000 per year in Calgary.The RoleJob DescriptionWe're seeking a full-time Treasury Operations Specialist to join our Finance team in Calgary, AB. As our next Treasury Operations Specialist, you will play a key role in the...

  • Strategic Planning and Financial Management Specialist

    5 days ago

    Calgary, Alberta, Canada Intello Technologies Inc. Full time

    Location: Calgary, ABAbout the RoleWe are seeking a highly skilled Strategic Planning and Financial Management Specialist to join our team at Intello Technologies Inc. in Calgary, AB.This is an exciting opportunity for someone who is passionate about financial management and strategic planning to make a meaningful contribution to our organization's...

  • Highly Skilled Financial Consultant for Strategic Partnerships

    2 weeks ago

    Calgary, Alberta, Canada MD Financial Management Full time

    About 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...

  • Wealth Management Specialist

    2 weeks ago

    Calgary, Alberta, Canada Up Financial Full time

    About Up Financial: We are a wealth management and financial planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning across Canada and the US. Our mission is to provide clients with independent, customized advice without conflicts associated with larger brokerage firms and banks. We value strong...

  • Financial Planning Leader

    2 weeks ago

    Calgary, Alberta, Canada 3001 TC USA Services Inc Full time

    About 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...

  • Financial Planning Strategist

    4 weeks ago

    Calgary, Alberta, Canada IG Wealth Management Full time

    About the OpportunityWe are seeking a Financial Planning Strategist to join our team at Daumler, Mertz & Associates in Calgary, AB.Job DescriptionThe successful candidate will be responsible for growing the assets of our established, client-centric financial planning practice. This involves preparing and presenting financial planning solutions using...

  • Financial Planning Manager

    5 days ago

    Calgary, Alberta, Canada Royal Bank of Canada Full time

    Transform Your Career as a Financial Planning Manager at Royal Bank of CanadaAre you a motivated and ambitious professional looking to excel in the field of financial planning? Do you have a passion for helping clients achieve their financial goals? We invite you to join our team as a Financial Planning Manager at Royal Bank of Canada.About the Role:We are...

  • AML Investigations Leadership Role

    2 weeks ago

    Calgary, Alberta, Canada Neo Financial Full time

    Transform Your Career with Neo FinancialWe're seeking a seasoned AML Investigations leader to join our dynamic team at Neo Financial. As a key member of our Anti-Money Laundering (AML) team, you'll play a pivotal role in enabling our high-growth portfolio through sound risk management principles.About the RoleThis is a unique opportunity for an experienced...

  • IT Support Specialist

    3 days ago

    Calgary, Alberta, Canada Neilson Financial Services Full time

    We are seeking a highly skilled IT Support Specialist to join our team at Neilson Financial Services. As an integral part of our operations, this role will play a crucial role in ensuring the smooth delivery of our services. With a strong focus on technical expertise and customer satisfaction, you will be responsible for managing and maintaining computer...

  • Technical Systems Specialist

    2 weeks ago

    Calgary, Alberta, Canada Neo Financial Full time

    About Neo Financial">We're a rapidly expanding fintech company, driven by a mission to transform financial services for Canadians. ">LinkedIn's Top Startup in Canada for 2022 and 2023 Top-ranked mobile apps and credit cards Canada's top-rated credit card Team of 700+ people 1M+ customers in 3 years 11K+ retail partners Our Culture We value teamwork,...

  • Financial Services Specialist

    7 days ago

    Calgary, Alberta, Canada Royal Bank of Canada Full time

    Royal Bank of Canada is a leader in the financial industry, and we're seeking a talented Financial Services Specialist to join our team. This role offers a unique opportunity to build a career in wealth management, working with high-net-worth individuals, families, and business owners.Salary: $120,000 - $180,000 per year, depending on experience.About the...

  • Financial Protection Specialist

    2 weeks ago

    Calgary, Alberta, Canada Neilson Financial Services Full time

    About UsAt Neilson Financial Services, we're dedicated to helping families secure financial protection for their loved ones with a range of life insurance options.

  • Financial Industry Support Specialist

    2 weeks ago

    Calgary, Alberta, Canada CI Financial Full time

    At CI Financial, we foster a work environment that is inclusive, empowering, and innovative. We strive to provide a safe space where employees can grow through challenging tasks, develop their skills, and collaborate with colleagues to deliver exceptional results.About the RoleWe are seeking a highly skilled Client Service Associate to join our team. As a...