Financial Planning Specialist
2 weeks ago
We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at 45 ST. CLAIR AVENUE WEST INC.
About the RoleThe successful candidate will be responsible for providing financial planning and advisory services to clients, including identifying financial goals and objectives, planning and administering accounting systems, and analyzing financial records.
Key Responsibilities- Identify clients' financial goals and objectives
- Plan, set up and administer accounting systems
- Analyze clients' financial records
- Ensure accuracy and compliance to accounting standards, procedures and internal control
- Prepare financial information for individuals, departments or companies
- Develop financial plans for clients
- Prepare reports and audit findings
- Bachelor's degree or equivalent experience
- 1 year to less than 2 years of experience in accounting or finance
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
- Ability to work under pressure and meet deadlines
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
The estimated salary for this role is between $60,000 to $80,000 per year, depending on experience.
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Financial Planning Specialist
3 weeks ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeWe are seeking a skilled Financial Planning Specialist to join our team at OTT Financial Inc. The ideal candidate will have a strong understanding of financial planning principles and be able to analyze clients' financial records to develop effective financial plans.Responsibilities:Analyze clients' financial records to identify areas for improvementDevelop...
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Financial Planning Specialist
3 weeks ago
Toronto, Ontario, Canada DoMy Laundry Inc. Full timeWe are seeking a highly skilled Financial Planning Specialist to join our team at DoMy Laundry Inc.About the RoleThis is a permanent position that requires 40 to 44 hours of work per week. The successful candidate will have a Bachelor's degree or equivalent experience and a strong understanding of financial planning principles.The ideal candidate will have 3...
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Financial Planning Specialist
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Financial Planning Specialist
2 weeks ago
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Financial Planning Specialist
3 weeks ago
Toronto, Ontario, Canada Event Media Design Full timeOverviewAt Event Media Design, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial department, you will be responsible for evaluating financial risk, managing investment portfolios, and advising on financial contracts.Job DescriptionThis is an exciting opportunity for a detail-oriented professional...
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Financial Planning Specialist
2 weeks ago
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Financial Planning Specialist
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Toronto, Ontario, Canada Ajooni Management Inc. Full timeAbout Ajooni Management Inc.We are a dynamic and innovative company looking for a highly skilled Financial Planning Specialist to join our team. In this role, you will be responsible for managing balance sheets and profit/loss statements, planning, setting up, and administering accounting systems, ensuring accuracy and compliance with accounting standards,...
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Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada Impact Kitchen Full timeAbout Impact KitchenWe are a dynamic organization seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial department, you will play a crucial role in ensuring the smooth operation of our financial systems.Job OverviewThe ideal candidate will have 1-2 years of experience in a similar role and hold a college...
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Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada Canada's Drug Agency Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Canada's Drug Agency. As a key member of our finance department, you will play a crucial role in evaluating financial risk, preparing company and industry outlooks, and analyzing investment projects.ResponsibilitiesEvaluate financial risk and develop strategies to...
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Financial Planning and Analysis Specialist
2 weeks ago
Toronto, Ontario, Canada Impact Kitchen Full timeWe are looking for a skilled Financial Planning and Analysis Specialist to join our team at Impact Kitchen. The ideal candidate will have 1-2 years of experience in financial planning and analysis, with a strong background in accounting and finance.About the RoleThis is a permanent position working 30-40 hours per week. As a Financial Planning and Analysis...
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Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada Picadilly Canada Full timePicadilly Canada is seeking an experienced Financial Planning Specialist to join our team.The estimated annual salary for this position is $85,000-$110,000, depending on experience and location.About the RoleWe are looking for a highly skilled accounting professional to plan, set up, and administer accounting systems. The successful candidate will ensure...
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Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeRole SummaryA Financial Planning Specialist is required to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.About the RoleThis role focuses on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the...
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Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada CB Canada Full timeJob OverviewWe are seeking a detail-oriented Financial Planning Specialist to join our team at CB Canada. As a key member of our finance department, you will play a critical role in overseeing financial modeling on multiple products and measuring, analyzing, and forecasting performance in conjunction with operating plans.In this dynamic role, you will work...
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Financial Planning Manager
2 weeks ago
Toronto, Ontario, Canada President's Choice Financial Full timeOverviewPredicting and analyzing financial data is crucial to any successful business, which is why President's Choice Financial needs an experienced Financial Planning Manager on their team.
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Senior Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada Baycrest Full time**Job Title:** Senior Financial Planning Specialist**Company Overview:** Baycrest is a leading healthcare organization that provides excellent patient care and engages in innovative research.**Salary Range:** $90,000 - $120,000 per annum, depending on experience and qualifications.**Job Description:As a Senior Financial Planning Specialist at Baycrest, you...
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Financial Planning and Analysis Specialist
2 weeks ago
Toronto, Ontario, Canada Rakuten Kobo Inc. Full timeJob OverviewRakuten Kobo Inc. is seeking an experienced Financial Planning and Analysis Specialist to join our team. In this role, you will play a key part in shaping the company's financial strategy and driving business growth.
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Financial Planning Specialist
4 weeks ago
Toronto, Ontario, Canada Event Media Design Full timeAt Event Media Design, we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to apply their knowledge to help us make informed investment decisions.The primary responsibilities of this role include evaluating financial risk, using portfolio management software, and...
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Financial Planning and Analysis Specialist
2 weeks ago
Toronto, Ontario, Canada DoMy Laundry Inc. Full timeJob DescriptionWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at DoMy Laundry Inc.Company OverviewAbout Us:DoMy Laundry Inc. is a leading provider of laundry services in the industry. We strive to provide excellent service to our clients while maintaining a positive and supportive work environment.Job SummaryThe...
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Financial Planning and Analysis Specialist
2 weeks ago
Toronto, Ontario, Canada University of Toronto Full timeAbout the RoleWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at the University of Toronto. As a key member of our Operations and Real Estate Partnerships Division, you will play a critical part in the financial planning, budgeting process, business and operational analysis, accounting, financial modeling, and...