Financial Planning Specialist

3 weeks ago


Calgary, Alberta, Canada C&L Cabinets Ltd. Full time
Financial Planning Specialist

C&L Cabinets Ltd. is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for preparing company, industry, and economic outlooks, as well as analytical reports and briefings. Your expertise will be invaluable in advising on and participating in the financial aspects of contracts and calls for tender.

Key Responsibilities:
  • Prepare company, industry, and economic outlooks, analytical reports, and briefings
  • Advise on and participate in the financial aspects of contracts and calls for tender
  • Plan short- and long-term cash flows and assess financial performance
  • Prepare a regular risk profile for debt portfolios
Requirements:
  • 3 years to less than 5 years of experience
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
What We Offer:
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Title: Financial Planning SpecialistAbout the Role:We are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. 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...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Planning SpecialistJ&H Financial Corp is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in the insurance industry.Key Responsibilities:Identify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in financial planning and wealth management.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. The ideal candidate will have a strong background in financial planning, wealth management, and insurance industry expertise.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    J&H Financial Corp is seeking a 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 develop and implement comprehensive financial plans for clients.The successful candidate will have a bachelor's degree and at least 1 year of experience in the...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. As a key member of our financial services team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial...


  • Calgary, Alberta, Canada YK Freightways Inc Full time

    Financial Planning SpecialistYK Freightways 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, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other investments.Key...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...


  • Calgary, Alberta, Canada YK Freightways Inc Full time

    Financial Planning SpecialistYK Freightways 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 develop risk management plans.Key Responsibilities:Evaluate financial risk and develop strategies to...


  • Calgary, Alberta, Canada YK Freightways Inc Full time

    Financial Planning Specialist at YK Freightways IncWe are seeking a highly 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...


  • Calgary, Alberta, Canada YK Freightways Inc Full time

    Financial Planning SpecialistAt YK Freightways Inc, we are seeking a highly 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...


  • Calgary, Alberta, Canada YK Freightways Inc Full time

    Financial Planning Specialist at YK Freightways IncWe are seeking a highly 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...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job SummaryWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a key member of our financial services team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesConduct thorough financial analyses to identify clients' goals and objectivesDevelop...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Title: Financial ConsultantJoin J&H Financial Corp as a Financial Consultant and take on a challenging role that requires expertise in financial planning, wealth management, and insurance industry knowledge.Key Responsibilities:Identify clients' financial goals and objectives, and develop personalized financial plans to achieve them.Analyze clients'...


  • Calgary, Alberta, Canada beBee Professionals Full time

    Job Title: Financial Planning SpecialistJob Description:beBee Professionals is seeking a Financial Planning Specialist to develop and maintain financial models that support the company's decision-making process.Key Responsibilities:* Develop and maintain financial models* Analyze financial data to identify trends and opportunities* Provide financial advice...