Strategic Financial Planning Specialist
2 days ago
About Ecivda Financial Planning Boutique
We are a client-centric financial planning firm that delivers innovative solutions to high-net-worth clients, business owners, entrepreneurs, and professional clients.
As a dynamic and rapidly growing industry leader in financial planning and advice, we are seeking an extraordinary individual who embodies our values of community and social responsibility.
The ideal candidate will have 2 years of work experience, strong analytical skills, and the ability to think creatively and develop unique solutions.
About the Role
This is a dynamic role that involves supporting the principal partners and financial advisory staff at Ecivda Financial Planning Boutique. The successful candidate will have regular interaction with the advisory team and support staff both in-office and remotely.
The primary responsibilities of this role include:
- Financial planning review and data analysis for clients and future clients
- Client relationship management, including account service, meeting preparation, and communication
- Investment management, including portfolio review and setup/maintenance/administration
- Community support and charity initiatives
About You
To be successful in this role, you will require:
- 2 years of relevant work experience
- Familiarity with financial planning software
- Licenses in insurance and investments (QAFP preferred)
- Strong technology skills and marketing abilities
- A personal and goal-driven approach
- Independent work ethic and strong organizational qualities
- Teamwork and team building skills
- Deep client relationships and follow-up abilities
- High integrity, self-confidence, and enthusiasm
About Compensation
Salary: $65,000 - $90,000 per annum, depending on skills, licensing, and background
Bonus structure based on personal and firm goals
Health benefits and retirement plan after tenure
-
Financial Planning Specialist
3 days ago
Ottawa, Ontario, Canada Ecivda Financial Planning Boutique Full timeCompany OverviewEcivda Financial Planning Boutique is a dynamic financial planning firm that delivers innovative solutions to high-net-worth clients, business owners, and entrepreneurs. With a strong focus on client-centricity, technology, and team collaboration, we strive to provide exceptional service and support to our clients.Job SummaryWe are seeking a...
-
Ottawa, Ontario, Canada Ecivda Financial Planning Boutique Full timeEcivda Financial Planning Boutique is a client-centric financial planning firm seeking a dynamic individual to support its principal partners and advisory staff.About UsWe are a strong growing industry leader in financial planning and advice, committed to innovative solutions, community involvement, and philanthropy. Our team enjoys giving back and embracing...
-
Strategic Financial Planning Specialist
1 month ago
Ottawa, Ontario, Canada Lumentum Full timeLumentum Canada has consistently been recognized as a top employer, earning the 2022 National Capital Region's Top Employers award for the 6th consecutive year and the 2022 Career Directory Canada's Best Employers for Recent Graduates award for the 5th consecutive year. As an Equal Opportunity Employer, Lumentum is committed to diversity and inclusion.The...
-
Financial Controller
4 weeks ago
Ottawa, Ontario, Canada Impressions Group Ottawa Inc Full timeImpressions Group Ottawa Inc is seeking a highly motivated and experienced Financial Controller to join their team.Company OverviewThe ideal candidate will have at least 5 years of experience in financial management and be accountable for participating in the development of and supporting the company's strategic plans. They will also be responsible for...
-
Senior Financial Planning Specialist
3 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a Senior Financial Planning Specialist to join our Client Solutions group in Canada. The successful candidate will contribute to the overall success of the team by executing specific individual goals, plans, and initiatives that support the team's business strategies and objectives.Key ResponsibilitiesClient Relationship...
-
Strategic Financial Director
1 month ago
Ottawa, Ontario, Canada Government of Canada - Central Full timeJob DescriptionWe are seeking an experienced Strategic Financial Director to join our team at the Government of Canada - Central. This is a key leadership role that requires strong financial management skills and experience in strategic planning.About the RoleThis senior leadership position is responsible for providing strategic financial guidance to the...
-
Strategic Financial Director
1 month ago
Ottawa, Ontario, Canada iCAD Dental Full timeJob Description:A highly strategic and experienced leader is sought by iCAD Dental to lead our finance and administration department as a Strategic Financial Director. Reporting directly to the CEO, you will play a crucial role in shaping the company's financial future.About the Role:We are looking for a seasoned executive with 5+ years of experience in...
-
Senior Financial Planning Specialist
3 weeks ago
Ottawa, Ontario, Canada Scotiabank Full time**Job Overview:**We are seeking a highly skilled Senior Financial Planning Specialist to join our team at Scotiabank in Ottawa, Canada.**Estimated Salary:** $120,000 - $180,000 per year, depending on experience.**Job Description:The successful candidate will be responsible for delivering comprehensive financial plans to high net worth clients, providing...
-
Strategic Financial Insights Analyst
1 week ago
Ottawa, Ontario, Canada Export Development Canada Full timeAt Export Development Canada, we're dedicated to empowering Canadian businesses to thrive globally. As a Strategic Financial Insights Analyst, you'll play a vital role in helping us make informed business decisions.About the RoleThis is an exciting opportunity to join our Enterprise Analytics and Forecasting group, where you'll be part of a dynamic team that...
-
Financial Planning and Analysis Director
1 month ago
Ottawa, Ontario, Canada McIntosh Perry Full timeA dynamic leader is required to drive financial planning and analysis initiatives for McIntosh Perry. As a seasoned professional, you will play a key role in supporting business growth by analyzing financial data, creating financial models, and providing strategic insights.About the OpportunityThis exciting opportunity offers a competitive salary of...
-
Ottawa, Ontario, Canada The Pod Group Full timeThe Pod Group is partnering with a leading community-based agency to place a skilled and experienced Strategic Financial Director. The successful candidate will provide strategic leadership to the management of financial operations and contribute to the Executive Director and Board of Directors.About the RoleThis key leadership role offers an exceptional...
-
Strategic Financial Services Consultant
3 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeWe are seeking a Strategic Financial Services Consultant to join our team at Scotiabank. As a key member of our organization, 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 investment sales and new client acquisition, as well...
-
Financial Operations Specialist
4 weeks ago
Ottawa, Ontario, Canada Catholic Christian Outreach Full timeAbout the RoleCatholic Christian Outreach Canada is seeking a highly skilled Financial Operations Specialist to play a key role in establishing a strong foundation for the organization. This position will be responsible for ensuring the smooth operation of our financial functions, enabling us to effectively fulfill our mission of evangelization on university...
-
Strategic Financial Growth Advisor
3 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeWe are seeking a Strategic Financial Growth Advisor to join our team at Scotiabank in Ottawa, Canada.The successful candidate will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. A key aspect of this role is providing investment and financial planning advice to...
-
Ottawa, Ontario, Canada The Pod Group Full timeCompany OverviewThe Pod Group is a creative consulting group that provides innovative solutions to support client growth and success while promoting equity, diversity, inclusion, and belonging.We balance strategy and people to help community organizations make better use of their resources by focusing on building competencies to promote people-centric...
-
Financial Planning and Analysis Expert
3 weeks ago
Ottawa, Ontario, Canada Eclipsys Solutions Full timeEclipsys Solutions Inc. is a leading information technology company specializing in data management, cloud, engineered systems, and data analytics.We are seeking a Senior Financial Analyst to join our team in Ottawa.Job Description:Assist with streamlining processes and tasks using modern tools and advanced Excel functions.Recommend and lead implementation...
-
Ottawa, Ontario, Canada Quisitive Full timeQuisitive, a global Microsoft services and solutions partner, is seeking a highly skilled Financial Analyst (FP&A) to join our Business Solutions team. This role offers a unique opportunity for professional growth and development in a dynamic environment.We are a publicly traded company founded in 2016, with a strong presence in the United States, Canada,...
-
Career Opportunity: Financial Advisor
1 week ago
Ottawa, Ontario, Canada BMO Financial Full timeOverview\BMO Financial is a leading financial institution committed to helping individuals and businesses achieve their financial goals. We're dedicated to providing exceptional service and creating lasting, positive change in our communities.\Salary\The estimated salary for this role is $55,000 - $82,500 per year, plus commission potential, depending on...
-
Financial Planning and Reporting Director
3 weeks ago
Ottawa, Ontario, Canada University of Ottawa Full timeWe are seeking a highly skilled professional to oversee the day-to-day financial activities of the Health and Wellness sector at the University of Ottawa. As Financial Planning and Reporting Director, you will ensure sound financial management and provide advice to senior management in support of long-term strategic planning.This is a key leadership role...
-
Senior Financial Planning Professional
1 month ago
Ottawa, Ontario, Canada Scotiabank Full timeScotiabank is a leading bank in Canada, committed to making a difference in our communities and the lives of our clients. We are seeking a highly skilled Senior Financial Planning Associate to join our team.Job Summary:The Senior Financial Planning Associate will provide financial planning services to clients, working closely with Wealth Advisors to create...