Financial Planning Professional

About the RoleWe are seeking a highly skilled Financial Planning and Sales Development Training Specialist to collaborate with our retail operations and business leadership to identify, design, implement, and evaluate learning solutions that enhance sales performance and support the achievement of strategic goals.Key Responsibilities:Assess and identify...

About UsRaymond James Ltd. is Canada's leading independent investment dealer, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Job DescriptionWe are seeking a highly motivated and organized Registered Plans Associate to join our team. The successful candidate will be responsible...

As a leading independent investment dealer, Raymond James Ltd. offers high-quality investment products and services to Canadians seeking customized solutions for their wealth management needs.About the RoleWe are seeking a Chief Financial Planning Analyst to join our downtown Vancouver office. This role will work closely with the Manager, Finance, to provide...

Tax Planning OpportunitiesWe are seeking a highly skilled Tax Planning Professional to join our team at DMCL Chartered Professional Accountants. As a key member of our tax team, you will have the opportunity to work on a wide range of tax planning and compliance projects, including estate planning, corporate reorganizations, and more.Your expertise will be...

We strive to build a strong and representative workforce by valuing and accommodating unique differences. At Connective, we believe that our staff should have the opportunity to thrive and be supported in their careers.Financial Planning and Analysis ProfessionalThis role involves drafting financial statements and reporting for internal review, preparing...

**Role Overview:**We are seeking an experienced Financial Planning Expert Advisor to collaborate with our retail operations and business leadership in identifying, designing, implementing, and evaluating learning solutions that enhance sales performance and support the achievement of strategic goals.This role serves as a trusted advisor, forming strategic...

Financial Planning and Sales Development Training Specialist (12 Month Term)The Financial Planning and Sales Development Training Specialist will collaborate as an expert advisor with our retail operations and business leadership to identify, design, implement and evaluate learning solutions that enhance sales performance and support the achievement of...

Financial Planning and Sales Development Training Specialist (12 Month Term)The Financial Planning and Sales Development Training Specialist will collaborate as an expert advisor with our retail operations and business leadership to identify, design, implement and evaluate learning solutions that enhance sales performance and support the achievement of...

Financial Planning and Sales Development Training Specialist (12 Month Term)The Financial Planning and Sales Development Training Specialist will collaborate as an expert advisor with our retail operations and business leadership to identify, design, implement and evaluate learning solutions that enhance sales performance and support the achievement of...

At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together.Raymond James Ltd. (RJL) is Canada's leading independent investment dealer offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.How does the role impact the organization?The AVP, Financial Planning...

Job SummaryWe are seeking an experienced Portfolio Manager to join our team at Professional Staffing. As a Portfolio Manager, you will be responsible for managing a portfolio of high-net-worth clients, providing tailored financial planning and investment management services.Duties and ResponsibilitiesDevelop and implement comprehensive financial plans for...

About the Role:The Director, Financial Planning and Analysis will lead our FP&A team to provide strategic financial guidance and insights across the business. This role requires a strong background in business support and financial modeling.Key Responsibilities:Plan, direct, and lead the FP&A function to support Executive leadership.Act as a key financial...

Job OverviewThe Global FP&A team is seeking an experienced Senior Financial Analyst to join their product team. The successful candidate will have a strong background in financial planning and analysis, with experience working in the tech sector.About the CompanyOur client is a highly successful and innovative technology company with a fun-loving yet...

Job DescriptionWe are seeking a highly skilled Strategic Financial Planning Manager to join our team at Vancouver Island University. As a key member of our financial planning department, you will play a critical role in providing strategic financial guidance and leadership to our institution.Key Responsibilities:Develop and implement comprehensive financial...

About UsClio is more than just a tech company – we are a global leader transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.Our TeamOur Financial Planning & Analysis team is focused on driving stakeholder and shareholder value by developing the operating and financial plans required to...

Job Description Job Description Salary: COMPANY OVERVIEWWere a leading independent, Canadian-owned and operated Private Client Services and Capital Markets firm, known for our client-centred approach and entrepreneurial spirit. Ventum Financial Corp is a compelling option for investors seeking unbiased investment solutions, professional management, and...

Lieu de travail :Vancouver, Colombie-Britannique, CanadaHoraire :37.5Secteur d'activité :Postes généraux TDDétails de la rémunération :$76,800 - $115,200 CADLa TD a à cœur d'offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles...

The Director, FP&A reports to the Chief Financial Officer and provides overall direction for financial planning, analysis, forecasting, budgeting and procurement. The Director provides financial expertise, guidance, and insights across the business, and contributes to Board reporting.The Director participates in development, planning, and execution of the...

About Us:Raymond James Financial is committed to providing high-quality investment products and services to its clients. We are seeking a detail-oriented and organized individual to join our team as a Registered Plans Associate.Key Responsibilities: Process a wide variety of tasks involving registered plans products; Support colleagues in investigating and...

Job Category: Retail Branch (non SPP)Requisition Number: FINAN002849Posted: March 7, 2025Employment Type: Full-Time (12 Month Term)Schedule: Monday - FridayLocation: Hybrid (approximately two days a week in our corporate office in North Vancouver)Position OverviewThe Financial Planning and Sales Development Training Specialist will collaborate as an expert...