Financial Planning Assistant

Senior Administrative AssistantGrandmaster Financial Planning, a leading financial advisory firm in Ottawa, seeks a highly organized and experienced Senior Administrative Assistant to support our team. This role plays a crucial part in ensuring smooth daily operations and exceptional client satisfaction.We specialize in delivering comprehensive financial...

Senior Administrative Assistant OpportunityWe are seeking a highly organized and experienced Senior Administrative Assistant to support our team at Grandmaster Financial Planning, a rapidly growing independent boutique firm specializing in advanced financial planning.This role plays a crucial part in ensuring smooth daily operations and high client...

Senior Administrative Assistant OpportunityWe are seeking a highly organized and experienced Senior Administrative Assistant to support our team at Grandmaster Financial Planning in Ottawa.This is a demanding position that requires exceptional administrative skills, attention to detail, and the ability to work under pressure. As a Senior Administrative...

Senior Administrative AssistantGrandmaster Financial Planning, a leading boutique firm in Ottawa, is seeking a highly organized and experienced Senior Administrative Assistant to support our team. This role plays a crucial part in ensuring smooth daily operations and exceptional client satisfaction.Key Responsibilities:Provide exceptional administrative...

Job Title: Senior Administrative Assistant - Office ManagerJob Summary:We are seeking a highly organized and experienced Senior Administrative Assistant to support our team at Grandmaster Financial Planning. As an office manager, you will play a crucial role in ensuring smooth daily operations and high client satisfaction.Key Responsibilities:Provide...

Role SummaryWe are seeking a highly organized and experienced Senior Administrative Assistant to support our team at Grandmaster Financial Planning / DFSIN Ottawa. This is a demanding position that requires exceptional administrative skills, a passion for detail, and the ability to thrive in a fast-paced environment.Key ResponsibilitiesProvide...

Financial Planning and Analysis RoleHarris Computer Systems is seeking a Senior Financial Analyst to join our team. As a key member of our financial planning and analysis team, you will be responsible for preparing and reviewing detailed balance sheet reconciliations, identifying accounting and operational risks, and proposing solutions.You will also be...

Key ResponsibilitiesThe Director, FP&A will provide financial insights and projections to the finance team, understanding business operations and translating them into financial metrics. This role will work closely with various departments to ensure accurate financial reporting, budgeting, forecasting, and analysis.Duties and ResponsibilitiesFinancial...

About the RoleThe Director, Financial Planning and Analysis will be responsible for providing financial insights and projections to the finance team. This role requires the ability to understand the business operations and translate them into financial metrics.Key ResponsibilitiesPreparing monthly, quarterly and annual financial reports;Analyzing financial...

As a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving results and contributing to the team's overall success.About the roleYou will establish and deepen investment and primary banking relationships with existing customers, as well as customers referred by branch partners.Key responsibilitiesDeliver...

About the RoleWe are seeking a highly skilled and experienced Director, Financial Planning and Analysis to join our team at Egis Canada. As a key member of our Finance team, you will be responsible for providing financial insights and projections to support business decisions.The ideal candidate will have a strong background in financial planning and...

About the RoleThe Senior Financial Planning and Analysis Specialist at Nutrition International plays a crucial role in the organization's financial management and strategic planning. This position contributes to the overall financial success of the organization by conducting comprehensive financial analysis, creating financial reports, documenting financial...

Job Summary:We are seeking a highly skilled and experienced Financial Planner to join our team at TD. As a key member of our team, you will be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients.Key Responsibilities:Identify and understand clients' financial goals and objectives, providing tailored...

About the RoleThe Senior Analyst, Financial Planning and Analysis, plays a crucial role in the financial management and strategic planning of Nutrition International. This position contributes to the organization's overall financial success by conducting comprehensive financial analysis, creating financial reports, documenting financial processes, and...

Company OverviewRoyal Bank of Canada is a leading financial institution committed to helping individuals and families achieve their financial goals. Our organization prioritizes innovation, diversity, and inclusion to drive growth and success.Salary: $120,000 - $180,000 per yearAs a Financial Planning Strategist at RBC Dominion Securities, you will play a...

Drive Financial Excellence at LumentumLumentum Canada is a leading company where people truly believe in what they're doing. We're proud to have been awarded the 2022 National Capital Region's Top Employers and the 2022 Career Directory Canada's Best Employers for Recent Graduates.Key Responsibilities:Partner with the executive team to drive enhanced...

Lumentum is a company that truly believes in its mission and values. We are committed to creating a culture of diversity and inclusivity where individual distinctions are celebrated. As a globally reaching, culturally diverse company driven by innovation, we are cultivating a culture of diversity and inclusivity where individual distinctions are...

At Mitel, you will have the opportunity to contribute to the success of our global organization by delivering valuable insights and financial expertise.Please review this opportunity and consider applying if it aligns with your skills and experience.Overview:This position is part of the Corporate Financial Planning & Analysis team, providing finance...

About Nutrition InternationalNutrition International is a global organization dedicated to improving the health and nutrition of people around the world. Our team is passionate about creating a better future for all, and we are looking for talented individuals to join us in this mission.Job SummaryWe are seeking an experienced Senior Analyst, Financial...

Job SummaryBMO Financial Group is seeking a seasoned professional to lead our High Net Worth Planning team as a Regional Director. This role will be responsible for developing and executing a comprehensive wealth planning strategy to drive business growth and deliver exceptional client experiences.Key Responsibilities:Lead a team of wealth planners to...