Financial Planning Leader

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...

About 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,...

Job 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.

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...

Senior Public Relations and Communications RoleWe are seeking a highly skilled and experienced Head of Public Relations and Communications to join our team at Neo Financial. As a key member of our leadership team, you will play a crucial role in shaping the company's external and internal communications strategy.The ideal candidate will have a strong...

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.

Opportunity OverviewWe are seeking an experienced Senior Financial Manager to join our Finance Team at the Calgary Support Centre on a full-time basis for 24 months.Key ResponsibilitiesThe successful candidate will be responsible for developing and maintaining a standardised and optimised systems approach to financial management, including:Providing finance...

As a Strategic Financial Leader at The Mustard Seed Society in Calgary, you will play a pivotal role in shaping the organization's financial future. With a strong background in accounting and finance, you will be responsible for providing strategic financial leadership and oversight, ensuring alignment with the organization's mission and values.About The...

CB Canada is seeking a seasoned financial professional to fill the role of Senior Financial Leader. As the primary point of contact for financial matters, this individual will be responsible for providing expert guidance on financial reporting and regulatory compliance.The ideal candidate will possess at least 10 years of experience in a similar position...

Job DescriptionBRC Group Calgary is seeking a strategic financial leader to spearhead our corporate operations.Key ResponsibilitiesDevelop and implement organizational policies and programs.Authorize and establish major departments and senior staff positions.Formulate and approve objectives, policies, and programs.Represent the organization in negotiations...

Job Title: Financial Planning ExpertBengal Logistics Corp. is seeking a highly skilled Financial Planning Expert to join our team. As a key member of our finance department, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and providing sound financial advice.Key Responsibilities:Identify...

Discover a new career opportunity as the Communications Director for Neo Financial, a rapidly growing fintech company in Canada.About Neo FinancialWe're revolutionizing the financial experience for Canadians with our innovative technology and mission-driven approach. Our team is passionate about making a difference in every Canadian's life, and we're looking...

We are seeking an experienced Architectural Leader to drive business growth in our Calgary office.About Kasian Architecture Interior Design and PlanningKasian is a leading architecture firm with a national presence throughout Canada. With almost 40 years of design excellence, we have sparked a passion for transforming ordinary spaces into extraordinary...

Job DescriptionThe Wealth Planning Support Team at BMO is seeking a skilled Financial Planning Expert to join their team. In this role, you will be responsible for providing advisory, planning solutions, and subject matter expertise support to BMO Wealth Professionals.Responsibilities:Review and assess financial plans prepared by BMO Wealth Professionals for...

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...

Job OverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at Alberta Ltd. in this exciting role, offering a competitive salary and opportunities for professional growth.As a Financial Planning Specialist, you will play a crucial part in maintaining the financial stability of our organization by ensuring accurate financial...

About Neo FinancialWe're revolutionizing financial services for Canadians by building a more rewarding experience.As a leader in the tech industry, we're not just scaling up - we're innovating and disrupting the status quo.Role OverviewThe Role:We're seeking a seasoned Digital Product Head to spearhead our product development strategy and lead our team of...

Job Description:We are seeking a Financial Planning Expert to support IT management in Calgary, AB.The ideal candidate will have at least 5 years of experience in financial analysis and budget planning, with strong analytical, problem-solving, and reporting skills.The role is accountable for understanding variance to budgets and building a financial plan,...

We are seeking a highly skilled and motivated Financial Services Leader to join our team at Servus Credit Union in Alberta. As a key member of our leadership team, you will be responsible for empowering and supporting employees to achieve exceptional results and deliver outstanding service to our members.About the Role:Company OverviewServus Credit Union is...

Company Overview: AltaLink, a part of the Berkshire Hathaway Energy family, powers Alberta by delivering electricity to millions. Our transmission lines support homes, farms, businesses, and industries with safe, reliable, and cost-effective service.Salary: $85,000 - $110,000 per yearJob Description: As a Financial Planning Analyst, you will play a key role...