Financial Planning Specialist

About Serenia Life FinancialWe have been helping Canadians achieve financial security through leading-edge products for close to a century. Our approach is centered around understanding our clients' financial needs and providing proactive solutions.We value building deep relationships with our clients through being human and kind. This approach enables them...

We are seeking an experienced Financial Planning Specialist to join our team at Scotiabank. As a trusted advisor, you will provide expert guidance to high net worth clients on complex estate and trust matters, ensuring they achieve their financial goals and protect their assets.With a strong background in financial planning and a keen understanding of trust...

Vancity is a credit union built on the principles of inclusion and social justice. Our commitment to our values has helped us challenge the status quo and break down barriers since day one.About the WorkplaceWe are looking for passionate professionals with 2 or more years of financial industry experience to work as a Wealth Planner. A typical day involves...

Job DescriptionWe are seeking a highly skilled Trade To Cash Analyst to join our team. The successful candidate will support the ANZ Senior Analyst Trade to Cash, Sales, GBS, IT teams, and other finance teams to ensure trade spend and working capital aligns with expectations and accuracy.About the Role:- Manage pricing, customer deductions, and payables to...

Key ResponsibilitiesProvide strategic financial leadership for Ocean Networks CanadaOversee financial policies, financial planning and reporting, contracts and risk management frameworksNegotiate and manage contracts with stakeholdersEnsure compliance with regulatory and contractual obligationsThe successful candidate will be a dynamic financial leader with...

At Seeds Renewables, we are seeking a highly skilled Financial Operations Specialist to join our team. The ideal candidate will have a strong background in financial management, grant writing, and compliance. In this role, you will be responsible for building our finance function from the ground up, including managing financial operations, securing and...

At Scotiabank, we are committed to providing our clients with exceptional estate planning services. As an Estate & Trust Consultant, you will play a key role in developing customized wealth management solutions for high net worth individuals.The ideal candidate will possess a strong background in estates, trusts, or advanced financial planning, with...

At Raymond James, we develop, collaborate, decide, deliver, and improve together.Raymond James Ltd. is Canada's leading independent investment dealer, offering high-quality investment products and services to Canadians seeking customized solutions for their wealth management needs.Certified Financial Planner, ideally with a CRPC (USA) or CPA designationAre...

About VancityVancity is a member-owned credit union built on the principles of inclusion and social justice. With a relentless commitment to their values, they have challenged the status quo and broken down barriers since 1946. Their bold commitments include making Vancity net-zero by 2040 across all mortgages and loans, pursuing strategies for Indigenous...

About the RoleThe ideal candidate will have extensive experience in Canadian and cross-border financial planning, as well as a deep understanding of all Canadian investment solution structures and accounts. They will possess excellent verbal, written, and interpersonal communication skills, with the ability to build strong relationships with clients and...

Company OverviewRaymond James Financial is a leading investment dealer that provides high-quality services to Canadians seeking customized solutions for their wealth management needs. Our company culture is guided by our commitment to serving our clients, team members, and community.We are dedicated to delivering exceptional client experiences and building...

At Provincial Health Services Authority, we're dedicated to providing the highest quality patient care by putting our patients first. As a Radiation Oncology Treatment Planning Specialist, you'll discover a culture of teamwork, professionalism, mutual respect, and a life-changing career.BenefitsWe offer comprehensive benefits, including MSP coverage, dental,...

Company ProfileWe are InsureBizz Financial, a reputable provider of life insurance solutions. Our mission is to empower individuals to secure their financial future by offering customized life insurance plans.Key ResponsibilitiesThe ideal candidate will have:Prior experience as a Life Insurance Broker or in a related fieldA proven track record of providing...

Opportunity HighlightsThis is a unique opportunity to join a dynamic and collaborative team, providing financial leadership and expertise to support the growth and success of our law firm.ResponsibilitiesThe Finance Manager will be responsible for:Leading the finance team in achieving their goals and objectives.Developing and implementing financial plans and...

Application Deadline:03/28/2025Address:1225 Douglas Street Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much...

About the Position:We are looking for a skilled Estate & Trust Consultant to join our team in Victoria, BC.As a key member of our Scotiatrust team, you will play a crucial role in providing clients with premium estate planning experiences.Our team uses an innovative team-based approach to wealth management, working closely with advisors and other colleagues...

About the RoleThe Manager leads and conducts financial and, periodically, direct assurance audit projects. The manager ensures all assigned projects are planned, conducted, and reported according to office policies, professional accounting and assurance standards, the office's system of quality management, and that all relevant issues and concerns are...

Our Business: We provide executive management and shared finance and administrative services for a diverse portfolio. Our team handles real estate investments, retail operations, and supporting services across multiple locations. We pride ourselves on a team-oriented, friendly atmosphere where each member plays a crucial role in our success.We are seeking a...

About the RoleWe are seeking a highly skilled and detail-oriented individual to join our team as a Client Experience Specialist. In this role, you will work closely with a wealth advisor to provide exceptional client experiences, leveraging your expertise in customer service and financial transactions.ResponsibilitiesSupport wealth advisors in providing...

As a Wealth Offering Manager at National Bank Financial, you will have the opportunity to excel in a dynamic and challenging role that requires strong collaboration and communication skills. In this position, you will be part of a highly motivated team that is dedicated to delivering exceptional client service.Main Responsibilities:Develop and implement...