Financial Planning Professional

Job Summary: We are seeking an experienced Financial Planning Advisor to join our team at TD Wealth Management. As a Financial Planning Advisor, you will work closely with clients to understand their financial goals and develop personalized plans to help them achieve them.Key Responsibilities: Develop and implement comprehensive financial plans for...

Job DescriptionWe are seeking a highly skilled Financial Planner to join our team at TD Wealth Management. As a Financial Planner, you will be responsible for providing comprehensive financial planning expertise to our clients, building long-term relationships, and delivering exceptional customer service.Key Responsibilities:Identify client goals, provide...

Job SummaryWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients.Key ResponsibilitiesIdentify clients' life and financial goals, provide comprehensive reviews, and...

As a key member of the Imperial Service Team at the Canadian Imperial Bank of Commerce, you will play a vital role in supporting Financial Advisors to help high-value clients achieve their financial goals and set up their businesses. Your expertise in cash management, credit, investment, and wealth protection will enable you to provide informed guidance to...

Job SummaryWe are seeking a highly skilled and experienced Financial Services Professional to join our Wealth Management team. This role is responsible for providing comprehensive financial planning and advice to mass affluent investing clients.About the RoleThis position involves identifying client life and financial goals, providing comprehensive reviews,...

Discover the Impact of a Dynamic Career at Grant ThorntonWe are seeking a talented and motivated Accountant, Assurance New Grad Fall 2024 to join our team. As a professional in this role, you will be responsible for compiling financial statements, providing recommendations for business practices, planning and executing client engagements, understanding...

The Kingston Community Credit Union Limited is seeking a highly skilled Financial Services Professional to join our team as a Loan Operations Specialist. This role will involve working in a fast-paced environment, managing a large caseload and meeting tight deadlines.Job DescriptionWe are looking for an individual with excellent interpersonal skills, who can...

About Queen's UniversityAs a leading Canadian research-intensive university, Queen's offers a transformative student learning experience. With diverse opportunities in various fields, including globally recognized research, faculty administration, engineering & construction, athletics & recreation, and more, we provide an engaging employment experience.We...

Discover Your ImpactYou know those big cities that still feel like small towns? Where everyone's friendly and helps each other out? That's like Grant Thornton. Except here we're all professionals and there isn't a mayor or a general store.We employ over 3,000 people across Canada, and we truly care about our colleagues, our clients, and the communities where...

Company OverviewSun Life is a leading provider of financial services, dedicated to helping individuals and families achieve their long-term goals.Estimated Salary$60,000 - $80,000 per year, based on experience and performance.Job DescriptionAs a Sun Life advisor, you will have the opportunity to build your own business, providing trusted advice to clients on...

About this OpportunityThis is an exciting chance for talented professionals to showcase their skills and interest in current and future Investment and Retirement Planner roles within our Kingston communities. We are looking for individuals with a minimum of 2-3 years of licensed mutual fund sales experience, holding a Financial Planning designation (CFP or...

We are seeking a detail-oriented and organized Financial Accountant to join Canada Inc.Job DescriptionThe Financial Accountant will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.This role involves calculating and preparing cheques for payroll, fixed...

Job SummaryReporting to the Associate Director, Financial Analysis and Reporting, the Financial Reporting Officer performs a critical role in the preparation of the university's financial statements and related management and statutory reports.This position is responsible for providing leadership and expertise on matters of financial stewardship, including...

Financial Planner Role at ScotiabankAt Scotiabank, we're committed to helping our clients achieve their financial goals. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct comprehensive financial planning...

About Queen's UniversityQueen's University is a leading Canadian research-intensive university with a transformative student learning experience. We offer diverse employment opportunities in various areas, including globally recognized research, faculty administration, engineering and construction, athletics and recreation, power generation, corporate shared...

Role SummaryAs a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct comprehensive financial...

**Job Summary**We are seeking a highly skilled Finance VP to lead our financial operations team. As a key member of our organization, you will be responsible for overseeing financial planning, budgeting, and decision-making.Key ResponsibilitiesDevelop and implement financial strategies to drive business growthOversee financial planning, budgeting, and...

About Queen's UniversityQueen's University is a renowned Canadian research-intensive institution that offers a transformative student learning experience. The university provides diverse employment opportunities in various areas of globally recognized research, faculty administration, engineering & construction, athletics & recreation, power generation,...

Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at CANCOIL. As a key member of our finance department, you will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring the smooth operation of our accounting systems.Key ResponsibilitiesMaintain...

At CANCOIL, we are seeking an experienced Financial Record Manager to join our team. The estimated salary for this role is $60,000 - $80,000 per year.Job DescriptionWe are looking for a skilled Accounting Technician to manage financial records and perform account management tasks. Key responsibilities include:Maintaining general ledgers and performing...