Financial Operations Specialist

Job DescriptionThe Advisor Transition Specialist plays a critical role in Advisory Services' business development organization, providing key transition support for our existing advisor base.This role involves working closely with the field team and serving as a key point of contact for Head Office relationships.The Advisor Transition Specialist acts as a...

Osborne Financial Search is pleased to present a unique opportunity for a seasoned Financial Director to join our client, a rapidly growing HVAC distribution company. With operations across Canada and the United States, this business is poised for continued growth and expansion.The successful candidate will be responsible for overseeing all aspects of...

**Job Description:**We are looking for a Corporate Operations Specialist to join our team and support the client's newly established family office.In this role, you will assist in setting up and maintaining the operational infrastructure of the family office, including financial record-keeping, tax compliance, and legal filing requirements.You will also...

Role OverviewThe Advisor Transition Specialist plays a vital role in supporting the transition of existing advisors at Manulife Wealth Inc., ensuring a seamless process and minimal disruption to their businesses.This role involves working closely with the field team to provide key support to existing advisors during transitions, implementing a welcome...

Role OverviewBMO Financial Group is seeking a skilled Wealth Planning Specialist to join our team. This role will involve working closely with clients to understand their financial goals and provide tailored investment advice.The ideal candidate will have excellent communication skills, be knowledgeable about personal finance and investments, and have a...

Direct message the job poster from Osborne Financial Search.Our client is a diversified HVAC distribution company with operations across Canada and the United States. The company is on an exciting growth journey—both organically and through strategic mergers and acquisitions—which have added scale and diversification. The business is active in...

We are seeking a highly experienced Head of Financial Planning to join our client's leadership team. As a key member of the executive team, this individual will be responsible for driving the company's financial strategy and ensuring the effective implementation of financial plans.The ideal candidate will have a strong background in finance and planning,...

Key Responsibilities:Maintain accurate and up-to-date financial records, including ledgers, journals, and accounts payable and accounts receivable.Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements.Generate various financial reports for management, stakeholders, and regulatory authorities as...

**Company Overview**Taxplace Professional Corporation is a reputable firm specializing in accounting and tax services.We provide comprehensive financial planning solutions to individuals, departments, and companies. **Job Description**As a Financial Planning Specialist at Taxplace Professional Corporation, you will play a key role in identifying clients'...

About the RoleAs a Financial Reporting Specialist at Oldcastle Inc., you will play a critical role in supporting the business by compiling and creating financial reports, presentations, and analysis.ResponsibilitiesCompile and prepare monthly reconciliations, reports, and presentations to ensure accurate and timely financial information.Prepare ad-hoc...

Osborne Financial Search is pleased to present a unique opportunity for a highly experienced VP of Finance and Operations to join our client, a rapidly growing HVAC distribution company. With operations across Canada and the United States, this business is poised for continued growth and expansion.The successful candidate will be responsible for overseeing...

At Innomar Strategies Inc., we are seeking a highly skilled Financial Management Specialist to join our team. This key role is responsible for developing and implementing investment roadmaps that align with the company's strategy.Key ResponsibilitiesPartner with leadership to develop a comprehensive investment roadmap that aligns with the company's overall...

About the RoleWe are seeking a skilled Financial Analyst and Credit Specialist to join our team. The ideal candidate will have a strong background in accounting, excellent analytical skills, and experience in credit decisioning. The successful candidate will be responsible for managing the credit application process, analyzing customer credit reports, and...

We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management. Investment Review, Investment Analysis, Retirement Analysis, New Client, Insurance Analysis, Pension Review & Analysis ~...

We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management. Investment Review, Investment Analysis, Retirement Analysis, New Client, Insurance Analysis, Pension Review & Analysis ~...

Job OverviewWe are seeking a skilled Financial Planning and Taxation Specialist to join our team at TAXPLACE PROFESSIONAL CORPORATION.About the RoleThis is a permanent full-time position with a competitive hourly rate of $42.00 per hour, working 30 hours per week.The ideal candidate will have 1-2 years of experience in taxation and accounting, with strong...

About the JobWe are seeking an experienced Financial Operations Manager to join our team at the Government of Canada - Central.Key ResponsibilitiesManage budgets, forecasting, and reporting for multiple departmentsDevelop and implement financial policies and proceduresCollaborate with stakeholders to identify and mitigate financial risksEstablish and...

We are seeking a highly experienced Chief Operating Officer Finance to join our client's leadership team. As a key member of the executive team, this individual will be responsible for driving the company's financial strategy and ensuring the effective implementation of financial plans.The ideal candidate will have a strong background in finance and...

We are a leading full-service financial services firm operating in Ontario. Our success is attributed to our principles and personal, long-term approach to financial planning, investing, and financial management.Key Responsibilities:Preliminary investment recommendations for review.Data retrieval from investment managers.Data validation and accuracy...

The Advisor Transition Specialist is a critical and multi-functional role within Advisory Services' business development organization. This role provides key transition support for our existing advisor base.Position ResponsibilitiesWork closely with the field team and act as key Head Office relationship supportAct as support for existing advisors during a...