Current jobs related to Financial Planning Specialist - Toronto, Ontario - CMLS Financial Ltd.


  • Toronto, Ontario, Canada OTT Financial Inc. Full time

    We 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...


  • Toronto, Ontario, Canada INDOCAN STUDY INC Full time

    Financial Planning SpecialistAt INDOCAN STUDY INC, we are seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify...


  • Toronto, Ontario, Canada TY PEAK TAX SERVICES INC. Full time

    Financial Planning SpecialistAt TY PEAK TAX SERVICES INC., we are seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing expert financial planning advice to our clients. This includes analyzing financial data, creating personalized financial plans, and providing...


  • Toronto, Ontario, Canada LRC INC. Full time

    Job Title: Financial Planning SpecialistLRC INC. is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, examining and analyzing financial and investment information, and providing investment advice and recommendations to clients and senior company...


  • Toronto, Ontario, Canada Impact Kitchen Full time

    Financial Planning SpecialistAt Impact Kitchen, we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial planning and analysis, with the ability to prepare financial reports and statements.Key Responsibilities:Prepare financial reports and statements, including balance...


  • Toronto, Ontario, Canada VALMar Construction Inc Full time

    Job Title: Financial Planning SpecialistAbout the Role:We are seeking a highly skilled Financial Planning Specialist to join our team at VAL/Mar Construction Inc. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies,...


  • Toronto, Ontario, Canada Event Media Design Full time

    Financial Planning SpecialistAt Event Media Design, we are seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other...


  • Toronto, Ontario, Canada Preferential Tax Services Inc Full time

    Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at Preferential Tax Services Inc. The ideal candidate will have a strong background in financial management and planning, with experience in budgeting, forecasting, and financial analysis.Key Responsibilities:Develop and implement financial plans and...


  • Toronto, Ontario, Canada CKM PROFESSIONAL CORPORATION Full time

    Job Title: Financial Planning SpecialistJob Summary: We are seeking a detail-oriented Financial Planning Specialist to join our team at CKM Professional Corporation. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, assisting in preparing operating and investment budgets, and planning short- and long-term cash flows...


  • Toronto, Ontario, Canada DoMy Laundry Inc. Full time

    Job Title: Financial Planning SpecialistDoMy Laundry Inc. is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, managing balance sheets and profit/loss statements, and training staff.Key Responsibilities:Identify clients'...


  • Toronto, Ontario, Canada DoMy Laundry Inc. Full time

    Job Title: Financial Planning SpecialistDoMy Laundry Inc. is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, managing balance sheets and profit/loss statements, and training staff.Key Responsibilities:Identify clients'...


  • Toronto, Ontario, Canada LRC INC. Full time

    Financial Planning SpecialistLRC INC. is seeking a skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for evaluating financial risk, examining and analyzing financial and investment information, and providing investment advice and recommendations to clients and senior company...


  • Toronto, Ontario, Canada LRC INC. Full time

    Financial Planning SpecialistLRC INC. is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial team, you will be responsible for evaluating financial risk, examining and analyzing financial and investment information, and providing investment advice and recommendations to clients and senior company...


  • Toronto, Ontario, Canada Event Media Design Full time

    Job Title: Financial Planning SpecialistAbout the Role:We are seeking a skilled Financial Planning Specialist to join our team at Event Media Design. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks,...


  • Toronto, Ontario, Canada DoMy Laundry Inc. Full time

    Job Title: Financial Planning SpecialistDoMy Laundry Inc. is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, managing balance sheets and profit/loss statements, and training staff.Key Responsibilities:Identify clients'...


  • Toronto, Ontario, Canada Rakuten Kobo Inc. Full time

    Financial Planning SpecialistRakuten Kobo Inc. is seeking a skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for examining and analyzing financial and investment information to inform business decisions.Key Responsibilities:Examine and analyze financial and investment information to...


  • Toronto, Ontario, Canada LRC INC. Full time

    LRC INC. is seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial analysis and planning, with the ability to evaluate financial risk and provide investment advice to clients.The successful candidate will have a Bachelor's degree and at least 2 years of experience in a similar...


  • Toronto, Ontario, Canada CKM PROFESSIONAL CORPORATION Full time

    Job Title: Financial Planning SpecialistJob Summary: We are seeking a detail-oriented Financial Planning Specialist to join our team at CKM Professional Corporation. The successful candidate will be responsible for evaluating financial risk, assisting in preparing operating and investment budgets, and planning short- and long-term cash...


  • Toronto, Ontario, Canada Event Media Design Full time

    Financial Planning SpecialistAt Event Media Design, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other...


  • Toronto, Ontario, Canada Event Media Design Full time

    At 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 evaluate financial risk, use portfolio management software, and collect financial and investment information about companies, stocks, bonds, and other investments.The Financial Planning...

Financial Planning Specialist

2 months ago


Toronto, Ontario, Canada CMLS Financial Ltd. Full time
{"h2": "Job Summary", "p": "We are seeking a highly skilled Financial Analyst to join our team at CMLS Financial Ltd.

As a Financial Analyst, you will be responsible for examining and analyzing financial and investment information, providing investment advice and recommendations to clients, and participating in the financial aspects of contracts and calls for tender.

If you have a strong background in finance and a passion for analyzing data, we encourage you to apply for this exciting opportunity.

", "h2": "Key Responsibilities", "ul": [{"li": "Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)"}, {"li": "Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence"}, {"li": "Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates"}, {"li": "Advise on and participate in the financial aspects of contracts and calls for tender"}, {"li": "Perform administrative tasks"}], "h2": "Requirements", "ul": [{"li": "Bachelor\u2019s degree in finance or a related field"}, {"li": "2 years to less than 3 years of experience in finance or a related field"}, {"li": "Equivalent experience may be considered"}], "h2": "Work Environment", "p": "This is a hybrid work arrangement, with a mix of remote and in-office work.

", "h2": "Benefits", "ul": [{"li": "Dental plan"}, {"li": "Disability benefits"}, {"li": "Health care plan"}, {"li": "Paramedical services coverage"}, {"li": "Vision care benefits"}, {"li": "Bonus"}, {"li": "Group insurance benefits"}, {"li": "Registered Retirement Savings Plan (RRSP)"}, {"li": "Maternity and parental benefits"}, {"li": "Deferred Profit Sharing Plan (DPSP)"}, {"li": "Paid time off (volunteering or personal days)"}, {"li": "Wellness program"}], "h2": "Language", "p": "English", "h2": "Work Hours", "p": "37.5 hours per week"}