Financial Planning Consultant

About the JobWe are seeking a skilled Operations Coordinator to join our team at TLM Financial Planning Inc. As an integral member of our staff, you will be responsible for ensuring the smooth operation of our HR department and coordinating activities to meet our organization's goals.Key Responsibilities:Coordinate Daily Operations: Direct and control daily...

Job Title:Office Operations CoordinatorAbout the Role:We are seeking a highly organized and detail-oriented Office Operations Coordinator to join our team at TLM Financial Planning Inc. The successful candidate will be responsible for coordinating the activities of our HR department, ensuring they meet the organization's goals.Responsibilities:Administrative...

Job OverviewWe are seeking a highly skilled Senior Financial Planning Consultant to join our team at Royal Bank of Canada. This is an excellent opportunity for experienced professionals to leverage their expertise in financial planning and advice to help clients achieve their goals.The ideal candidate will have a strong background in sales and customer...

Senior Financial Analyst - Business PlanningRole SummaryDefinity Financial is seeking a Senior Financial Analyst - Business Planning to provide key internal stakeholders with value-added, business performance insights and financial analysis to assist in their decision-making process. As a Strategic Business Partner, you will be responsible for providing...

Job Description:We are seeking a seasoned Financial Planning Consultant to join our team in Financial Planning and Investment Sales.About the Role:This is a dynamic opportunity for a dedicated professional with a passion for delivering exceptional client experiences. As a Financial Planning Consultant, you will play a pivotal role in developing and deepening...

Role OverviewThis leadership position is responsible for driving financial planning, analysis, and decision support across the organization.Job SummaryWe are seeking an experienced Financial Planning and Analysis (FP&A) leader to play a key role in driving financial success and informed decision-making at LGM Financial Services.Key ResponsibilitiesLead FP&A:...

We are Ideal Career Consulting and we are seeking a highly skilled Financial Planning Manager to join our team.The ideal candidate will have a bachelor's degree and 2-3 years of experience in accounting and financial planning. The role involves identifying clients' financial goals, setting up and administering accounting systems, supervising staff, and...

Job Title: Senior Financial Planning SpecialistThe ideal candidate will possess excellent communication and problem-solving skills, with the ability to analyze financial records and provide accurate recommendations. This role requires a strong understanding of accounting principles and practices, as well as the ability to work effectively in a team...

About Our CompanyQuantum Management Services Ltd. is a leading financial services provider in Vancouver, BC.

We are seeking a seasoned Senior Financial Planning Manager to join our team at Vancity.About the RoleThis is a senior-level position that requires a high degree of financial acumen, analytical skills, and leadership abilities. As a Senior Financial Planning Manager, you will be responsible for providing financial planning and analysis support to senior...

A successful candidate for this role will have a strong background in financial services or banking, with a solid understanding of business administration, finance, risk, economics, and/or statistics/mathematics.Key responsibilities will include:Developing and maintaining complex financial and risk models to support strategic performance insights and enable...

About UsAt BlueShore Financial, we are a mid-sized Credit Union based in British Columbia with $7 billion in assets under administration and 390 employees. Our compelling and differentiated brand resonates with the West Coast community we serve.

About the RoleWe are seeking a highly skilled Strategic Financial Planning Leader to join our team at KPMG Canada.This is a key role that will lead the implementation of Workday Adaptive Planning solutions for our clients.The ideal candidate will have strong business acumen, excellent communication skills, and a deep understanding of financial planning and...

About the RoleWe are seeking a skilled and organized Executive Support Professional to join our team at TLM Financial Planning Inc. This role will be responsible for coordinating the activities of our HR department, ensuring they meet our organization's goals.Key ResponsibilitiesCoordinate daily operations, including staff management and budget...

Achieve your financial goals with Vancity as a Strategic Financial Planning Expert.Job SummaryWe are seeking an experienced and skilled Financial Planning expert to join our team at Vancity. In this role, you will be responsible for providing strategic financial planning and analysis support to senior leaders of the respective line of business.About the...

Senior Financial Planning Expert Role at VancityAbout VancityVancity is a member-owned credit union driven by the principles of inclusion and social justice. With a strong commitment to its values, the organization has been challenging the status quo and breaking down barriers since its inception in 1946. Vancity has set bold commitments to achieve net-zero...

Company OverviewNational Bank is a financial institution that values its clients and employees. Our mission is to have a positive impact on people's lives by providing expert advice and guidance.Job DescriptionWe are seeking a Senior Financial Services Consultant who will be responsible for listening to clients' needs and resolving complex situations. The...

We are seeking a highly skilled Retail Financial Planning Analyst to join our team at beBee Professionals in Vancouver. The ideal candidate will have a strong background in finance and accounting, with a minimum of two years of experience in financial planning. Key responsibilities include developing and implementing financial plans, analyzing financial...

New Value Solutions, a national IT consulting company, is seeking an experienced Business Planning Consultant to drive strategic initiatives and stakeholder engagement. The ideal candidate will have 10+ years of experience in a similar role and expertise in data governance frameworks, data modeling, and database design.The successful candidate will be...

Key Responsibilities:Reporting and Analysis: Develop and maintain financial reports to support business decision-making, including establishing key performance indicators and analyzing financial data.Financial Modeling: Create and manage financial models to forecast revenue and expenses, and provide insights to senior leaders.Relationship Building: Foster...