Financial Planning Specialist

Company OverviewFortisBC, the province's largest energy provider with more than 100 years of knowledge and experience, delivers renewable energy, natural gas, electricity, and propane to 1.3 million customers.Estimated Salary$2,759.00 Bi-weeklyJob DescriptionWe are seeking a skilled Financial Planning Specialist to join our mission of transforming B.C.'s...

Job Summary:The Financial Planning and Reporting Specialist is responsible for providing leadership within the Capital Accounting Department, coordinating financial and management reporting functions, and recording and tracking of all capital asset acquisitions and disposals. In this role, you will be responsible for ensuring all financial transactions are...

OverviewWe are seeking a highly skilled Financial Services Specialist to join our team in Kelowna. This role requires expertise in investment products and services, as well as exceptional customer service skills.

Job SummaryWe are seeking a skilled Financial Risk Specialist to join our Commercial Lending team in Burnaby or Kelowna. The successful candidate will be responsible for reviewing and analyzing commercial lending deals to maximize member satisfaction while minimizing risk.

Job OverviewWe are seeking a motivated Financial Freedom Specialist to join our team.Salary: $60,000 - $80,000 per year, plus uncapped commission potential.About the Role:The Financial Freedom Specialist will be responsible for growing their business by prospecting within their network and in their community.Meting with prospects and clients to review their...

We are seeking a full-time Financial Planning Manager to join our team at BigSteelBox. Reporting to the Vice President of Finance, you will enjoy the exciting challenges that come with a high-growth and rapidly changing landscape.Key Responsibilities:Develop and implement financial planning strategies to drive business growthCollaborate with cross-functional...

At Banner Recreation & Marine, we are seeking a skilled Financial Record Specialist to join our team. As a key member of our accounting department, you will be responsible for maintaining accurate financial records, establishing and balancing various accounts, and preparing financial reports.The ideal candidate will have a strong background in bookkeeping...

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.Grow Your Business with UsAt RBC Dominion Securities Inc., we offer a unique opportunity for self-starters who want to make their day their own. As an Investment Advisor, you'll...

Key Responsibilities:Manage balance sheets, profit/loss statements, and ensure accuracy and compliance to accounting standards, procedures, and internal control.Plan, set up, and administer accounting systems to enhance financial management.Recommend improvements to accounting systems and management practices to optimize company performance.About the Role:As...

We are seeking a Customer Experience Specialist to provide exceptional service to our members in Kelowna, BC.The Customer Experience Specialist is responsible for managing member needs by asking thoughtful financial questions and creating positive experiences to retain and deepen financial relationships. This role advances member knowledge and use of digital...

Job DescriptionWe are seeking a skilled Financial Data Clerk Specialist to join our team at Banner Recreation & Marine. This is a permanent, full-time position working 40 hours per week.About the RoleIn this role, you will be responsible for maintaining accurate and up-to-date financial records using manual and computerized bookkeeping systems. You will also...

About Envision FinancialEnvision Financial is a leading financial institution in Kelowna, offering a range of investment, deposit, and complex lending services to its valued members.Job Title: Senior Financial AdvisorWe are seeking an experienced Senior Financial Advisor to join our team in Kelowna within our Valley First division. As a Senior Financial...

Job SummaryWe are seeking a highly skilled Financial Clerk Specialist to join our team at AMS Consultant.About the RoleThis is a challenging and rewarding role that requires strong bookkeeping skills, attention to detail, and excellent organizational abilities. The successful candidate will be responsible for maintaining accurate financial records, preparing...

About Canada Ltd.Canada Ltd. is a dynamic organization seeking a skilled Financial Operations Specialist to join our team. This role will be responsible for maintaining accurate financial records and performing various accounting tasks.

Job SummaryJob DescriptionUnlock your potential as a Financial Planning Expert with RBCAs a Financial Planning Expert at RBC, you will help your clients achieve their financial goals by providing personalized advice and guidance. You will work closely with our team to develop and implement customized financial plans that meet the unique needs of each...

Job OverviewWe are seeking a skilled Financial Management Specialist to join our team at Sussex Insurance Company.

**About the Role**We are seeking a highly skilled Financial Planning and Risk Management Lead to join our team at BigSteelBox. As a key member of our finance team, you will be responsible for leading the development and implementation of financial planning and risk management strategies.**Key Responsibilities**Develop and maintain financial models and...

Job Title: Financial Operations SpecialistPotentia Human Resources Inc. is seeking a highly skilled Financial Operations Specialist to join their team. The successful candidate will be responsible for managing the company's financial records, ensuring accurate and timely financial reporting, and maintaining compliance with regulatory requirements.Key...

We are seeking a highly skilled Financial Planning Expert to join our Wealth Management team at RBC Dominion Securities Inc.Company OverviewRBC Dominion Securities Inc. is a leading provider of wealth management services, helping individuals and families achieve their financial goals through customized investment strategies and expert advice.SalaryThe...

We are seeking a Financial Planning and Risk Management Leader to join our growing team at BigSteelBox. Located in Kelowna, this role offers an exciting opportunity to contribute to the company's financial planning and risk management.