Expert Financial Planner

2 days ago


Oakville, Ontario, Canada Vaco Full time
About the Opportunity

As a senior financial analyst, you will provide expert advice and support to management staff in financial related matters. Your key responsibilities will include:

  • Financial analysis, research and evaluations for the administration of the agency's financial/accounting processes in a manner that is consistent with the business direction of the program, accepted accounting and auditing principles and practices, accountability reporting standards and legislative requirements.
  • Projecting future financial needs given the various projects undertaken by the organization.
  • Managing financial resources, develop options, cost projections and recommendations to support decision-making.
  • Prepare periodic reports (statistical/financial) that may be required by the department and/or executive team and/or other stakeholders.
  • Assist the Director in managing the organizational budgeting process, including budget preparation, development, analysis, execution and control taking into consideration the present and future financial needs of the agency.
About You

We are looking for an experienced professional with a post-graduate degree in Accounting, Finance, or Business Administration and 3+ years of solid work experience in financial planning and management. The ideal candidate should have advanced knowledge of generally accepted accounting principles, techniques and practices, as well as proficiency in MS Office Suite particularly in Excel and Access.

What We Offer

The salary range for this role is between $29-$32 per hour. In addition, you can expect to receive benefits such as access to professional development opportunities and a collaborative work environment.



  • Oakville, Ontario, Canada Vaco Full time

    About the OpportunityAs a Senior Financial Planner at Vaco, you will be responsible for providing expert advice and support to management staff in financial related matters. Your expertise will be crucial in ensuring that the agency's financial/accounting processes are managed consistently with the business direction of the program, accepted accounting and...


  • Oakville, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team in Oakville or Burlington, Ontario. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct comprehensive financial planning reviews...


  • Oakville, Ontario, Canada QY Search & Advisory Full time

    Job OverviewWe are seeking a Senior Financial Planner to join our tax and advisory services team in Oakville.

  • Financial Planner

    2 months ago


    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Opportunity OverviewAs a Financial Planner at RBC, you will have the opportunity to manage and grow a portfolio of mass affluent clients in the Oakville and Burlington markets. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and...


  • Oakville, Ontario, Canada Become One Full time

    Company Overview: At Become One, we empower individuals to achieve financial freedom through strategic investments and smart financial decisions.">Salary: The estimated salary for this position is $50,000 per annum, based on the job requirements and industry standards.">Job Description: As a Financial Freedom Expert at Become One, you will be responsible for...


  • Oakville, Ontario, Canada Alexandra Day Care Full time

    Job DescriptionWe are seeking an experienced Accountant to join our team at Alexandra Day Care. As an integral part of our finance department, you will be responsible for managing our financial records, preparing financial statements, and providing expert advice on accounting and finance.ResponsibilitiesManage balance sheets and profit/loss statements to...


  • Oakville, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Strategic Financial Relationship Manager to join our team in Oakville or Burlington, Ontario. This is an excellent opportunity for someone who is passionate about building long-lasting relationships with clients and providing expert financial advice.Job DescriptionIn this role, you will be responsible for...


  • Oakville, Ontario, Canada Iovate Full time

    Company Overview">Iovate is a leading-edge nutrition company that delivers high-quality, innovative and effective active nutrition and weight management products. We are committed to biology, science and culture to assist customers in reaching their goals. ">Career Opportunity">We are seeking an experienced Dynamic Production Planner - Inventory...


  • Oakville, Ontario, Canada Siemens Canada Limited Full time

    Unlock your full potential in a dynamic finance environment with Siemens Canada Limited.About the RoleWe are seeking highly motivated and detail-oriented Finance professionals to join our Finance Leadership Development Program (FLDP). This permanent position will provide you with a unique opportunity to build a strong foundation in finance and develop skills...


  • Oakville, Ontario, Canada Scotiabank Full time

    Job OverviewWe are seeking a skilled Strategic Financial Relationship Manager 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.About the RoleIn this role, you will focus on investment sales...


  • Oakville, Ontario, Canada Sportchek Full time

    About SportchekSportchek is a leading retailer of sports equipment and apparel, dedicated to delivering high-quality products and exceptional customer service. Our company is committed to creating innovative and rewarding financial solutions for our customers.Estimated Salary:$90,000 - $110,000 per yearJob DescriptionWe are seeking a highly skilled Financial...


  • Oakville, Ontario, Canada Liberty Full time

    About the RoleAt Liberty, we are seeking a highly skilled Financial Planning and Analysis Expert to join our team. As a key member of our organization, you will play a pivotal role in shaping our financial strategy and providing critical insights to support business decision-making.Job SummaryWe are looking for an experienced FP&A professional with a strong...


  • Oakville, Ontario, Canada IFG - International Financial Group Full time

    Job OverviewWe are seeking a highly skilled Strategic Financial Professional to join our team in the West end. As a key member of our financial team, you will be responsible for providing expert financial guidance and support to our clients.This is a hybrid role, requiring 2-3 days in office per week. You will work closely with our Manager, Financial...


  • Oakville, Ontario, Canada BMO Financial Group Full time

    Description du posteDans le cadre de notre équipe de stratèges financiers, nous sommes à la recherche d'un expert chevronné capable de conseiller nos clients sur leurs choix d'investissement. Votre rôle consiste à analyser les besoins et les objectifs de chaque client pour leur proposer des solutions personnalisées.ResponsabilitésAnalyser les...


  • Oakville, Ontario, Canada Royal Bank of Canada Full time

    Opportunity OverviewAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients within the banking industry. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise,...


  • Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planner, Investment, you will create custom investment solutions for prospective and existing clients. You will be fully supported by internal partners, who will send client referrals your way.ResponsibilitiesProvide tailor-made financial planning advice and solutions using our array of investment and portfolio solutions.Acquire and...


  • Oakville, Ontario, Canada Royal Bank of Canada> Full time

    Job OverviewWe are seeking an Expert Wealth Strategist to join our team at Royal Bank of Canada. This is a fantastic opportunity to work with a dynamic and collaborative team, providing expert financial planning advice to clients.SalaryThe salary for this position is estimated to be around $90,000 - $120,000 per year, based on industry standards and...


  • Oakville, Ontario, Canada Royal Bank of Canada> Full time

    Company OverviewRoyal Bank of Canada is a leading financial institution committed to delivering exceptional services and solutions to its clients.Estimated Salary: $80,000 - $110,000 per year, depending on experienceJob DescriptionWe are seeking a highly motivated and experienced Strategic Financial Solutions Professional to join our team. As an Investment...


  • Oakville, Ontario, Canada Oldcastle APG Full time

    Job SummaryWe are seeking a detail-oriented and analytical individual to oversee budgeting, financial forecasting, regional and divisional analytics, and variance analysis within our Finance team.This role will report to the Vice President of Finance and work closely with Divisional Financial Controllers and department heads.Key ResponsibilitiesDevelop and...


  • Oakville, Ontario, Canada RBC Full time

    Unlock Your Potential as a Financial Planning ExpertWe are seeking an experienced Financial Planner, Investment to join our dynamic team at RBC. This exciting opportunity offers the chance to utilize your expertise in financial planning and investment advice to help clients achieve their long-term goals.About the Role:Provide personalized financial planning...