Financial Planning Expert

Care Insurance & Financial LTD. is seeking a skilled Financial Planning Expert to join our team.Job SummaryThe successful candidate will be responsible for collecting and analyzing financial information, preparing reports and recommendations for clients, and providing expert advice on investment opportunities.We are looking for an individual with a strong...

Financial Planning ProfessionalEstimated salary range: $80,000 - $120,000 per year.About the RoleThis is an exciting opportunity to work as a Senior Financial Planning Expert at Scotiabank in Canada. As a key member of our Wealth Management team, you will be responsible for providing comprehensive financial planning advice to high net worth clients and...

About the RoleA Financial Advisor, Investment & Retirement Planning is a member of the branch sales team responsible for contributing to the team's overall success. The primary role is to establish and deepen investment and primary banking relationships with customers.This role involves being passionate about financial sales and delivering trusted financial...

Unlock the Power of Strategic PlanningWe are seeking an exceptional Financial Planning Expert to join our team at The Globe and Mail, Canada's most respected media brand.About the Role:This is a critical position that will play a key role in helping us carry out our annual strategic plan. As a Financial Planning Expert, you will be responsible for providing...

About the RoleAs a Financial Advisor, Investment & Retirement Planning, you will be a key contributor to the branch sales team, responsible for meeting/exceeding negotiated deposit and investment sales goals. Your primary role is to establish and deepen investment and primary banking relationships with existing customers, as well as those referred by branch...

At CI Financial, we're seeking a highly skilled and experienced Director, Tax, Retirement and Estate Planning to join our team. This is a unique opportunity to work with a leading global wealth management and asset management advisory services company.Job OverviewThe Tax, Retirement and Estate Planning team at CI Financial provides tax, retirement and estate...

Scotiabank is a leading bank in the Americas, driven by our purpose: "for every future". We empower our customers to achieve success through a wide range of advice, products and services.We're seeking a skilled Financial Planning Expert to join our team. As a key player in our organization, you'll focus on developing and deepening client relationships by...

Job OverviewCARE INSURANCE & FINANCIAL LTD. is seeking an experienced Financial Markets Expert to join our team.

About the University of Toronto:The University of Toronto is a leading institution in Canada, renowned for its academic excellence and innovative research. The Faculty of Arts & Science is at the heart of this excellence, comprising 29 departments, seven colleges, and 46 interdisciplinary centers.Our mission is to foster a culture of curiosity, creativity,...

Job Description:LRC INC. is seeking a highly skilled Senior Financial Planning and Analysis Expert to join our team. In this role, you will play a critical part in shaping the company's financial strategy and ensuring its success.About the Role:This senior-level position involves providing expert financial planning and analysis support to senior management...

About the OpportunityWe are seeking a highly skilled Lead Financial Planning Expert to join our team. As a key member of our finance department, you will be responsible for preparing annual budgets and reviewing inputs from various stakeholders.Your primary objective will be to analyze large volumes of data on Excel and interpret it using analytical tools,...

Job SummaryWe are seeking a highly motivated and skilled Customer Success Specialist to join our team at CI Financial. In this role, you will be responsible for providing exceptional support to our customers, ensuring they achieve success with our financial planning platform.About the RoleThe ideal candidate will have excellent communication skills, both...

We are seeking a skilled Financial Planning Specialist to join our team at OTT Financial Inc. The ideal candidate will have a strong understanding of financial planning principles and be able to analyze clients' financial records to develop effective financial plans.Responsibilities:Analyze clients' financial records to identify areas for improvementDevelop...

Job Title: Strategic Financial Planning ExpertCompany Overview:Sinai Health is a leading academic health science centre with a provincial, national and international reputation for discovering and delivering life-changing care. We are committed to a culture of belonging and an inclusive environment that attracts and retains a diverse workforce, reflecting...

Unlock a Rewarding Career in Mortgage UnderwritingAt Neo Financial, we're revolutionizing financial services with innovative solutions and a customer-centric approach. As a Mortgage Underwriter and Financial Solutions Expert, you'll play a critical role in shaping the future of finance.With a rapidly expanding tech startup environment, you'll be part of a...

Company OverviewRoyal Bank of Canada is a leading financial institution with a strong commitment to innovation and customer satisfaction.SalaryThe estimated salary for this role is $80,000 - $120,000 per year, based on the location and industry standards.Job DescriptionAs a Financial Planning and Investment Solutions Expert at Royal Bank of Canada, you will...

OverviewPredicting and analyzing financial data is crucial to any successful business, which is why President's Choice Financial needs an experienced Financial Planning Manager on their team.

About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a crucial role in helping customers achieve their financial goals. With a strong focus on customer-centric service, you will be responsible for building long-term relationships with clients and providing them with personalized advice on financial planning.We are seeking an experienced...

We are seeking a highly skilled Financial Planning Specialist to join our team at TY PEAK TAX SERVICES INC. 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 Responsibilities:Develop and implement comprehensive financial plans for clients, taking into...

About the RoleWe are seeking a highly skilled Financial Planning Expert to join our team at ScotiaMcLeod. As a cornerstone business within Scotia Wealth Management, we have earned a reputation for integrity based on service excellence and trusted investment advice.As a key member of our team, you will work with a dedicated Wealth Advisor group in preparing...