Current jobs related to Financial Planning Specialist - Ottawa, Ontario - TAAG

  • Senior Administrative Assistant

    2 weeks ago

    Ottawa, Ontario, Canada Grandmaster Financial Planning DFSIN Ottawa Full time

    Senior Administrative AssistantGrandmaster Financial Planning, a leading financial advisory firm in Ottawa, seeks a highly organized and experienced Senior Administrative Assistant to support our team. This role plays a crucial part in ensuring smooth daily operations and exceptional client satisfaction.We specialize in delivering comprehensive financial...

  • Senior Administrative Assistant

    1 week ago

    Ottawa, Ontario, Canada Grandmaster Financial Planning DFSIN Ottawa Full time

    Senior Administrative Assistant OpportunityWe are seeking a highly organized and experienced Senior Administrative Assistant to support our team at Grandmaster Financial Planning, a rapidly growing independent boutique firm specializing in advanced financial planning.This role plays a crucial part in ensuring smooth daily operations and high client...

  • Financial Planning and Analysis Specialist

    2 months ago

    Ottawa, Ontario, Canada beBee Professionals Full time

    Job Title: Financial Planning and Analysis SpecialistLocation: Not SpecifiedJob Summary:The Financial Planning and Analysis Specialist will be responsible for providing financial analysis and support to the organization. The specialist will develop and maintain financial models, prepare financial reports, and provide financial analysis and support to the...

  • Financial Planning and Analysis Specialist

    2 months ago

    Ottawa, Ontario, Canada beBee Professionals Full time

    Job Title: Financial Planning and Analysis SpecialistLocation: Not SpecifiedJob Summary:The Financial Planning and Analysis Specialist will be responsible for providing financial analysis and support to the organization. The specialist will develop and maintain financial models, prepare financial reports, and provide financial analysis and support to the...

  • Senior Administrative Assistant

    2 weeks ago

    Ottawa, Ontario, Canada Grandmaster Financial Planning DFSIN Ottawa Full time

    Senior Administrative Assistant OpportunityWe are seeking a highly organized and experienced Senior Administrative Assistant to support our team at Grandmaster Financial Planning in Ottawa.This is a demanding position that requires exceptional administrative skills, attention to detail, and the ability to work under pressure. As a Senior Administrative...

  • Financial Planning Specialist

    2 months ago

    Ottawa, Ontario, Canada Meridian Full time

    **About the Role**Meridian, a leading financial institution, is seeking a skilled Financial Planning Specialist to join our team. As a key member of our Wealth Management group, you will play a vital role in helping our clients achieve their financial goals.**Key Responsibilities**Conduct thorough financial assessments to identify clients' needs and develop...

  • Financial Planning Specialist

    2 months ago

    Ottawa, Ontario, Canada Meridian Full time

    **About the Role**Meridian, a leading financial institution, is seeking a skilled Financial Planning Specialist to join our team. As a key member of our Wealth Management group, you will play a vital role in helping our clients achieve their financial goals.**Key Responsibilities**Conduct thorough financial assessments to identify clients' needs and develop...

  • Financial Planning and Business Analysis Specialist

    2 weeks ago

    Ottawa, Ontario, Canada beBee Professionals Full time

    Job Title: Financial Planning and Business Analysis SpecialistLocation: Ottawa, ONJob Summary:The Financial Planning and Business Analysis Specialist will be responsible for providing financial analysis and support to the organization. The specialist will be responsible for developing and maintaining financial models, preparing financial reports, and...

  • Capacity Planning Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Sun Life Financial Full time

    Job Title: Capacity Planning SpecialistAt Sun Life Financial, we're seeking a skilled Capacity Planning Specialist to join our team. As a key member of our workforce management team, you'll play a critical role in ensuring our operations run smoothly and efficiently.Key Responsibilities:Create and maintain capacity plans, including timing of hiring and...

  • Capacity Planning Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Sun Life Financial Full time

    Job Title: Capacity Planning SpecialistAt Sun Life Financial, we're seeking a skilled Capacity Planning Specialist to join our team. As a key member of our workforce management team, you'll play a critical role in ensuring our operations run smoothly and efficiently.Key Responsibilities:Create and maintain capacity plans, including timing of hiring and...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Ottawa, Ontario, Canada CHEO Full time

    Financial Planning and Analysis SpecialistCHEO is a leading pediatric healthcare organization that is committed to providing high-quality care to children and youth. Our Financial Planning and Analysis (FP&A) team plays a critical role in supporting this mission by providing accurate and timely financial information to inform business decisions.Key...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Ottawa, Ontario, Canada CHEO Full time

    Financial Planning and Analysis SpecialistCHEO is a leading pediatric healthcare organization that is committed to providing high-quality care to children and youth. Our Financial Planning and Analysis (FP&A) team plays a critical role in supporting this mission by providing accurate and timely financial information to inform business decisions.Key...

  • Senior Financial Services Specialist

    2 weeks ago

    Ottawa, Ontario, Canada Envision Financial Full time

    We are seeking a Senior Financial Services Specialist to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The Senior Financial Services Specialist identifies member life stage cycles and provides solutions to financial needs, and/or refers members to an appropriate...

  • Financial Planning Assistant

    4 weeks ago

    Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team. As a key member of our financial services team, you will provide technical support to our lead advisors, helping them to deliver exceptional client service and achieve their...

  • Financial Planning Assistant

    3 weeks ago

    Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team. As a key member of our financial services team, you will provide technical support to our lead advisors, helping them to deliver exceptional client service and achieve their...

  • Financial Planning Assistant

    3 weeks ago

    Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team.This role provides technical support to our lead advisors, assisting with data gathering and analysis, financial planning recommendations, implementation, and portfolio...

  • Financial Planning Assistant

    3 weeks ago

    Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team. As a key member of our financial services team, you will provide technical support to our lead advisors, helping them to deliver exceptional client service and achieve their...

  • Financial Planning Assistant

    3 weeks ago

    Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Planner AssistantOur company, Desjardins Financial Security Independent Network - Ottawa #118, is seeking a highly skilled Financial Planner Assistant to join our team. As a key member of our financial services team, you will provide technical support to our lead advisors, helping them to deliver exceptional client service and achieve their...

  • Senior Financial Planning Analyst

    1 week ago

    Ottawa, Ontario, Canada Nutrition International Full time

    About the RoleThe Senior Financial Planning and Analysis Specialist at Nutrition International plays a crucial role in the organization's financial management and strategic planning. This position contributes to the overall financial success of the organization by conducting comprehensive financial analysis, creating financial reports, documenting financial...

  • Corporate Receptionist

    2 weeks ago

    Ottawa, Ontario, Canada Investment Planning Counsel Full time

    At Investment Planning Counsel, we are seeking a highly skilled Corporate Receptionist to join our team. As the primary point of contact for our clients and teams, you will embody our commitment to exceptional client service.The role of the Corporate Receptionist is multifaceted, requiring a warm and welcoming demeanor, excellent communication skills, and...

Financial Planning Specialist

2 months ago

Ottawa, Ontario, Canada TAAG Full time
{"h2": "Job Summary", "p": "We are seeking a highly skilled Financial Consultant to join our team at TAAG. As a Financial Consultant, you will be responsible for identifying clients\u2019 financial goals and objectives, analyzing their financial records, and developing financial plans to meet their needs.

If you have a passion for financial planning and a strong background in finance, we encourage you to apply for this exciting opportunity.

Responsibilities:

* Identify clients\u2019 financial goals and objectives
* Analyze clients\u2019 financial records
* Develop financial plans for clients
* Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
* Maintain financial records
* Develop financial procedures

Requirements:

* 5 years or more of experience in financial planning
* Strong knowledge of financial planning principles and practices
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced environment
* Strong analytical and problem-solving skills

What We Offer:

* Competitive salary and benefits package
* Opportunities for professional growth and development
* Collaborative and dynamic work environment

If you are a motivated and results-driven individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.

Apply now to join our team at TAAG and take the first step towards a rewarding career in financial planning.

", "h2": "About TAAG", "p": "TAAG is a leading provider of financial services and solutions. We are committed to delivering exceptional service and value to our clients, and we are seeking a highly skilled Financial Consultant to join our team.

At TAAG, we believe in the importance of financial planning and the impact it can have on individuals and families. We are dedicated to helping our clients achieve their financial goals and objectives, and we are seeking a Financial Consultant who shares our passion and commitment to excellence.

If you are a motivated and results-driven individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.

Apply now to join our team at TAAG and take the first step towards a rewarding career in financial planning.

", "h2": "How to Apply", "p": "To apply for this exciting opportunity, please submit your resume and a cover letter outlining your experience and qualifications.

We thank all applicants for their interest in this position, but only those selected for an interview will be contacted.

", "h2": "Contact Information", "p": "For more information about this opportunity, please contact us at [insert contact information].

", "h2": "Disclaimer", "p": "TAAG is an equal opportunities employer and welcomes applications from diverse candidates.

We are committed to providing a safe and inclusive work environment for all employees.

", "h2": "Language", "p": "The official language of this job posting is English.

", "h2": "Language Code", "p": "en-US"}