Financial Planning Professional

Company OverviewAt OTT Financial Inc., we are dedicated to providing exceptional financial services to our clients. Our team of professionals is committed to delivering tailored solutions that meet the unique needs of each individual or business.

We are seeking a skilled Senior Financial Planning Specialist to join our team at CKM PROFESSIONAL CORPORATION. In this role, you will be responsible for evaluating financial risk, assisting in preparing operating and investment budgets, and planning short- and long-term cash flows and assessing financial performance.Job RequirementsA degree from a College...

Job SummaryRole OverviewRoyal Bank of Canada is a leading financial institution that empowers individuals and families to achieve their financial goals. As a Financial Planning Consultant, you will be part of a team of experts who deliver integrated wealth management services to clients.Key ResponsibilitiesProvide direct support to advisors in branch...

About the RoleWe are seeking a highly skilled Chief Financial Planning Specialist to join our team at CKM PROFESSIONAL CORPORATION.This is a permanent position, offering 32 hours of work per week. The ideal candidate will have English as their primary language and will be required to undergo a criminal record check.Key ResponsibilitiesEvaluate financial...

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...

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.

Role SummaryWe are seeking an expert financial planning professional to join our team as a Financial Planning Consultant. In this role, you will be responsible for providing direct support in designated markets for in-branch training on the myGPS software to advisors and their teams through one-on-one coaching and market presentations.Key...

Job OverviewRoyal Bank of Canada is seeking a Strategic Financial Planning Professional to join its team.Salary InformationThe estimated salary for this position is between $70,000 and $110,000 per year, depending on experience and qualifications.Job ResponsibilitiesThe successful candidate will be responsible for providing direct support in a designated...

About PC FinancialPC Financial is a leading provider of financial services to Canadians. Our mission is to make every dollar count for our customers, and we strive to deliver unparalleled value through innovative payment products.We are proud to serve over 3 million customers and continue to grow by offering tailored solutions that meet their evolving needs....

About UsPresident's Choice Financial is a leader in the financial services industry, offering payment solutions and services that reward our customers every day.We are proud to serve over 3 million customers across Canada, and we continue to grow by providing innovative products and services that meet their evolving needs.Our PurposeWe strive to make the...

Key Responsibilities:As a Financial Planning Manager - Reporting, Planning, and Forecasting with President's Choice Financial, you will oversee the PC Optimum & Retail portfolio and support the compilation of monthly financial results for the COE. Your responsibilities will include defining, describing, and implementing strategic planning and forecasting...

Job SummaryWe are seeking a highly skilled Financial Accounting Professional to join our team at MAYURAN THARMABALAN PROFESSIONAL CORPORATION. This role will involve preparing and maintaining accurate financial records, managing accounts, and providing timely financial reporting.

About the RoleWe are seeking an experienced Tax Professional to join our team as an Estate Planning Expert. In this role, you will be responsible for preparing and reviewing estate tax files/slips for accuracy and completeness.Key ResponsibilitiesPrepare, review, research, and analyze estate tax files/slips under Canadian income tax laws.Perform data...

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...

Role OverviewThis exciting opportunity is for a skilled Financial Planning Solutions Consultant to support our team in delivering exceptional client experiences. As a key member of our Family Office Services group, you will work closely with various departments to provide expert financial advice and planning solutions.Key ResponsibilitiesFinancial Planning...

About the RoleWe are looking for a skilled Financial Planning and Analysis professional to join Super's growing Finance & Strategy team at Snapcommerce.The ideal candidate will work closely with our FP&A team in a fast-paced startup environment, collaborating on various projects designed to uncover key insights into the business.As an FP&A Intern, you will...

About the RoleAt KPMG LLP, we are seeking a skilled Tax Professional to join our team in a financial planning and advisory role. This is an exciting opportunity for an experienced professional to contribute to the success of our clients by providing expert guidance on tax-related matters.Job DescriptionIn this role, you will be responsible for identifying...

We are seeking a highly skilled Senior Bookkeeper to join our team at Ke Wang Professional Corporation. As a senior bookkeeper, you will be responsible for maintaining the financial records and ensuring accurate financial statements.About the RoleThis is a permanent position with 40 hours of work per week. We require a candidate with a college diploma or...

Job SummaryWe are seeking a highly skilled Finance Manager to join our team in North York, Ontario. This is a hybrid position with 3 days per week spent in our office and 2 days remote.About the RoleThe successful candidate will be responsible for overseeing financial reporting, analysis, and planning. They will work closely with cross-functional teams to...

At CPP Investments, we are seeking a highly skilled Cost Analytics Professional to join our Financial Planning and Strategy team.Company OverviewCPP Investments is a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to ensure long-term sustainability. With assets under management exceeding $500...