Current jobs related to Financial Planning Manager - Ottawa, Ontario - Fullscript


  • Ottawa, Ontario, Canada Grandmaster Financial Planning DFSIN Ottawa Full time

    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...


  • Ottawa, Ontario, Canada Grandmaster Financial Planning DFSIN Ottawa Full time

    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...


  • Ottawa, Ontario, Canada Grandmaster Financial Planning DFSIN Ottawa Full time

    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...


  • Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team. As a key member of our financial services team, you will provide technical support to our lead advisors, helping them to deliver exceptional client service and achieve their...


  • Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team. As a key member of our financial services team, you will provide technical support to our lead advisors, helping them to deliver exceptional client service and achieve their...


  • Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team.This role provides technical support to our lead advisors, assisting with data gathering and analysis, financial planning recommendations, implementation, and portfolio...


  • Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team. As a key member of our financial services team, you will provide technical support to our lead advisors, helping them to deliver exceptional client service and achieve their...


  • Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team. As a key member of our financial services team, you will provide technical support to our lead advisors, helping them to deliver exceptional client service and achieve their...


  • Ottawa, Ontario, Canada beBee Professionals Full time

    Financial Planning and Analysis ManagerJob Summary:The Financial Planning and Analysis Manager will be responsible for leading the financial planning and analysis function within the organization. The manager will be responsible for developing and maintaining financial models, preparing financial reports, and providing financial analysis and support to the...


  • Ottawa, Ontario, Canada Grandmaster Financial Planning DFSIN Ottawa Full time

    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...


  • Ottawa, Ontario, Canada Giant Tiger Full time

    Job Summary: Giant Tiger is seeking a highly skilled Merchandise Financial Planning Manager to join our team. As a key member of our financial planning team, you will be responsible for developing and executing financial plans that support our short- and long-term merchandising strategy. About the Role: The Merchandise Financial Planning Manager will...


  • Ottawa, Ontario, Canada Giant Tiger Full time

    About the Role: Giant Tiger is seeking a highly skilled Merchandise Financial Planning Manager to join our team. As a key member of our Merchandise Financial Planning team, you will be responsible for developing and executing financial plans that support our short- and long-term merchandising strategy. Key Responsibilities: Develop and execute...


  • Ottawa, Ontario, Canada Giant Tiger Full time

    About the Role:Giant Tiger is seeking a highly skilled Merchandise Financial Planning Manager to join our team. As a key member of our Merchandise Financial Planning team, you will be responsible for developing and executing financial plans that support our short- and long-term merchandising strategy.Key Responsibilities:Develop and execute annual financial...


  • Ottawa, Ontario, Canada Giant Tiger Full time

    About the RoleGiant Tiger is seeking a highly skilled Merchandise Financial Planning Manager to join our team. As a key member of our Merchandise Financial Planning team, you will be responsible for developing and executing financial plans that support our short- and long-term merchandising strategy.Key ResponsibilitiesDevelop and execute annual financial...


  • Ottawa, Ontario, Canada Giant Tiger Full time

    About the RoleGiant Tiger is seeking a highly skilled Merchandise Financial Planning Manager to join our team. As a key member of our Merchandise Financial Planning team, you will be responsible for developing and executing financial plans that support our short- and long-term merchandising strategy.Key ResponsibilitiesDevelop and execute annual financial...


  • Ottawa, Ontario, Canada Giant Tiger Full time

    About the RoleGiant Tiger is seeking a highly skilled Merchandise Financial Planning Manager to join our team. As a key member of our Merchandise Financial Planning team, you will be responsible for developing and executing financial plans that support our short- and long-term merchandising strategy.Key ResponsibilitiesDevelop and execute annual financial...


  • Ottawa, Ontario, Canada Giant Tiger Full time

    About the RoleGiant Tiger is seeking a highly skilled Merchandise Financial Planning Manager to join our team. As a key member of our Merchandise Financial Planning team, you will be responsible for developing and executing financial plans that support our short- and long-term merchandising strategy.Key ResponsibilitiesDevelop and execute annual financial...


  • Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team. As a key support role, you will provide technical assistance to our lead advisors, helping them deliver exceptional client service.Key Responsibilities:Review meeting notes, gather...


  • Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team. As a key support role, you will provide technical assistance to our lead advisors, helping them deliver exceptional client service.Key Responsibilities:Review meeting notes, gather...


  • Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team. As a key support role, you will provide technical assistance to our lead advisors, helping them deliver exceptional client service.Key Responsibilities:Review meeting notes, gather...

Financial Planning Manager

1 month ago


Ottawa, Ontario, Canada Fullscript Full time
Join Our Team as a Financial Planning and Analysis Manager

At Fullscript, we're dedicated to making optimal care easy for everyone. Our care delivery platform empowers health practitioners to design personalized health plans, provide support and education tools, and effortlessly prescribe and manage healthcare's best supplements.

We're seeking an experienced Financial Planning and Analysis Manager to lead our forecasting, budgeting, and financial analysis processes. As a key member of our team, you'll be responsible for supporting the broader strategic direction of the business through business analyses and financial insights.

Key Responsibilities:
  • Lead the annual budgeting process, partnering with leaders across the business to evaluate investment and resourcing needs.
  • Manage budget adjustments and reallocations, maintaining control over budgetary changes.
  • Develop and manage rolling forecasts, updating financial projections based on current data.
  • Analyze and report historical financial performance relative to targets.
  • Communicate financial insights and recommendations clearly and effectively to both financial and non-financial stakeholders.
  • Participate in monthly operations meetings and contribute to discussions on business strategy and performance.
Requirements:
  • Bachelor's degree in a quantitative field of study or relevant and proven experience.
  • Professional qualifications such as CMA, CPA, or CFA a plus.
  • Minimum of 5-7 years of experience within an FP&A leadership capacity.
  • Strong understanding of Corporate Finance concepts and US GAAP.
  • Experience with financial planning tools and superior Excel modeling skills.
What We Offer:
  • Market competitive compensation package including equity.
  • RRSP matching.
  • Flexible PTO policy.
  • Flexible benefits package and additional perks.

We're committed to diversity in our workforce and are proud to be an equal opportunity employer. We're excited to work with talented individuals who share our values and are passionate about building a healthier future.

Accommodations are available on request for candidates taking part in all aspects of the selection process. Please send an email to accommodations@fullscript.com and let us know the nature of your request and your contact information.