Financial Planning Specialist
4 weeks ago
About the Role:
We are seeking a skilled Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planning Specialist, you will be responsible for providing comprehensive financial planning and advice to our clients.
Key Responsibilities:
- Identify client goals and provide tailored financial planning solutions
- Conduct financial analysis and make recommendations to clients
- Build and maintain strong relationships with clients
- Stay up-to-date with industry trends and best practices
Requirements:
- University degree (preferred)
- 3-5 years of experience in financial services (preferred)
- Canadian Securities Course (CSC) or CFA Level 1 (or higher) required
- Complete Conduct & Practices Handbook (CPH) within first 90 days
- CIRO Registered Representative (RR) license within first 90 days
- Complete Wealth Management Essentials (WME) within first 30 months
- Achieve Certified Financial Planner (CFP) designation within first 3 years
Skills and Qualifications:
- Passion for financial planning and client relationships
- Excellent communication and problem-solving skills
- Ability to work collaboratively and independently
- Strong business development skills
About Us:
The Toronto-Dominion Bank (Canada) is a leading global financial institution with a commitment to customer service and community involvement. We offer a competitive compensation package and opportunities for career growth and development.
-
Financial Risk Management Specialist
3 weeks ago
Fredericton, New Brunswick, Canada Manulife Financial Corporation Full timeAudit and Compliance SpecialistAbout the RoleThe incumbent will contribute to the development of effective audit and compliance strategies for Affinity and Group Benefits. This will involve conducting thorough risk assessments, identifying areas for improvement, and making recommendations to the Director, Operations Affinity.Key ResponsibilitiesConduct...
-
Financial Planning and Analysis Specialist
5 days ago
Fredericton, New Brunswick, Canada CCH Incorporated Full timeCCH Incorporated is seeking an experienced Senior Financial Planning Analyst to join our team in this exciting opportunity. We are offering a highly competitive salary of $85,000 - $110,000 per year, depending on location and experience.About the RoleWe are looking for a self-motivated and energetic individual who can analyze, interpret, and communicate...
-
Financial Planning Expert
2 weeks ago
Fredericton, New Brunswick, Canada CCH Incorporated Full timeJob Title: Senior Financial Planning AnalystJob Summary:We are seeking an experienced Senior Financial Planning Analyst to join our team at CCH Incorporated. The ideal candidate will have a strong background in financial planning and analysis, with the ability to communicate complex financial information to all levels of the organization.Key...
-
Financial Planning Expert
1 month ago
Fredericton, New Brunswick, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the Role:We are seeking a highly skilled and experienced 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 Responsibilities:Identify client life and financial goals, provide...
-
Financial Planning Strategist
5 days ago
Fredericton, New Brunswick, Canada National Bank Full timeNational Bank Career OpportunityAs a Financial Planning Strategist at National Bank, you will play a key role in helping clients achieve their financial goals. You will be responsible for providing expert guidance on investment and retirement planning to individuals and families.The ideal candidate will have a college diploma or university degree in a...
-
Financial Operations Specialist
4 weeks ago
Fredericton, New Brunswick, Canada Alcool NB Liquor Full timeFinancial Operations SpecialistAlcool NB Liquor is seeking a Financial Operations Specialist to provide essential support to the Controller in the establishment and management of financial processes, policies, and controls.Key Responsibilities:Project Management of Financial Deliverables – Establish processes and procedures to effectively manage the timely...
-
Financial Operations Specialist
4 weeks ago
Fredericton, New Brunswick, Canada Alcool NB Liquor Full timeFinancial Operations SpecialistAbout the RoleAlcool NB Liquor is seeking a Financial Operations Specialist to join our Finance team. As part of our Shared services, this role will be working with both ANBL and CannabisNB. The Financial Operations Specialist is responsible for providing essential support to the Controller in the establishment and management...
-
Financial Operations Specialist
4 weeks ago
Fredericton, New Brunswick, Canada CUSTOM KART INC. Full timeJob SummaryCUSTOM KART INC. is seeking a skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesCalculate and prepare cheques for...
-
Financial Operations Specialist
4 weeks ago
Fredericton, New Brunswick, Canada CUSTOM KART INC. Full timeJob Title: Financial Operations SpecialistAbout the Role:We are seeking a highly skilled Financial Operations Specialist to join our team at CUSTOM KART INC. As a key member of our finance department, you will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Key...
-
Strategic Financial Planning Expert
1 week ago
Fredericton, New Brunswick, Canada CCH Incorporated Full timeAbout the RoleCCH Incorporated seeks an experienced Senior Financial Planning Analyst to join our team. This is an excellent opportunity for corporate exposure at every level, providing valuable experience.Key ResponsibilitiesParticipate in month-end, quarter-end, and year-end reporting and closing activities, processing journal entries and accrual...
-
Senior Financial Planning Analyst
4 weeks ago
Fredericton, New Brunswick, Canada CCH Incorporated Full timeNOTE: This role requires one day in-office, preferably in one of these locations: We are seeking an experienced Senior Financial Planning Analyst who has the ability to analyze, interpret and communicate critical information within all levels of the Research and Learning business. The right person for this role would be self-motivated, energetic, and...
-
Financial Planning Professional
1 day ago
Fredericton, New Brunswick, Canada The Toronto-Dominion Bank (Canada) Full timeJob Summary:We are seeking an experienced Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will play a key role in helping clients achieve their financial goals and objectives.
-
Financial Accountant Specialist
2 weeks ago
Fredericton, New Brunswick, Canada Shakya Enterprises Ltd. Full timeJob SummaryWe are seeking a highly skilled Financial Accountant Specialist to join our team at Shakya Enterprises Ltd. This is a permanent, full-time position offering a competitive salary and opportunities for career growth.
-
Fredericton, New Brunswick, Canada CUSTOM KART INC. Full timeJob Title: Bookkeeper and Financial Operations SpecialistWe are seeking a highly skilled and organized Bookkeeper and Financial Operations Specialist to join our team at CUSTOM KART INC.Job Description:The successful candidate will be responsible for maintaining accurate financial records, preparing cheques for payroll, calculating fixed assets and...
-
Indigenous Financial Services Specialist
4 weeks ago
Fredericton, New Brunswick, Canada Scotiabank Full timeRequisition ID: 198307At Scotiabank, we're committed to creating a winning team that's inclusive and high-performing. Our culture is built on results-driven individuals who are passionate about making a difference in our communities.As an Indigenous Financial Services Specialist, you'll be part of a diverse organization that's dedicated to empowering...
-
Financial Operations Specialist
4 weeks ago
Fredericton, New Brunswick, Canada CUSTOM KART INC. Full timeJob Summary: We are seeking a highly skilled Financial Operations Specialist to join our team at CUSTOM KART INC. The ideal candidate will have a strong background in accounting and bookkeeping, with the ability to maintain accurate financial records and prepare financial statements.Key Responsibilities:Calculate and prepare cheques for payrollCalculate...
-
Financial Accounting Specialist
5 days ago
Fredericton, New Brunswick, Canada Shakya Enterprises Ltd. Full timeAbout Shakya Enterprises Ltd.We are a dynamic organization seeking a highly skilled Financial Accounting Specialist to join our team. This is a permanent position that offers a 40-hour workweek and an estimated salary of $60,000 - $80,000 per year.Job DescriptionThe successful candidate will be responsible for performing various accounting tasks, including...
-
Indigenous Financial Services Specialist
5 days ago
Fredericton, New Brunswick, Canada Scotiabank Full timeJob SummaryWe are seeking a talented Indigenous Financial Services Specialist to join our team at Scotiabank. This is an exciting opportunity for a self-motivated individual to build a rewarding career in financial services and make a meaningful impact in their community.About the RoleThe successful candidate will be responsible for providing exceptional...
-
Financial Operations Specialist
2 weeks ago
Fredericton, New Brunswick, Canada Teledyne Digital Imaging, Inc. Full timeJob Summary:As a member of the Teledyne Digital Imaging, Inc. Finance Team, the Financial Operations Specialist is responsible for ensuring accurate financial records and maintaining financial processes in accordance with Company policies and procedures.Key Responsibilities:Maintain an efficient and effective process to ensure that revenue is accurately...
-
Development Land Planning Specialist
1 week ago
Fredericton, New Brunswick, Canada Rural Municipality of North Shore Full timeAbout the RoleThis is an exciting opportunity to join the Rural Municipality of North Shore as a Development Land Planning Specialist. In this role, you will play a vital part in advising licencees on laws and regulations, investigating public complaints, and administering land use plans and zoning by-laws.ResponsibilitiesAdvise licencees on laws and...