Financial Planning Specialist

Job Summary Job Description What is the opportunity?As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning to High Net Worth (HNW) clients of RBC. As a valued partner, you will...

Job Description">Company OverviewAGT Foods is a leading food company that seeks professionals to join its team.Job SummaryWe are seeking a Senior Financial Planning and Analysis Specialist to support our financial reporting process.Key ResponsibilitiesContribute to monthly and quarterly consolidation and financial reporting processesEnsure timely and...

About the RoleThe Financial Planning Consultant will be accountable for providing direct support in a designated market for in-branch training on the myGPS software to advisors and their teams through one-on-one coaching and market presentations.This role involves engagement, support, and delivery of client-facing planning for target clients. The successful...

As a Career Growth Advisor, you will have the opportunity to work closely with clients to understand their financial goals and develop customized plans to achieve them. You will also be responsible for servicing existing portfolios, making recommendations, and ensuring seamless administrative updates.

Job SummaryJob DescriptionWhat is the opportunity?RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors...

Job Summary Job DescriptionWhat is the opportunity?RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family...

About Sun LifeSun Life Financial is a leading provider of financial services, dedicated to helping individuals and families achieve lifetime financial security. As a Financial Advisor, you will have the opportunity to work with clients to understand their unique financial goals and develop personalized plans to achieve them.What You'll DoMeet with clients to...

About the RoleThis is an exciting opportunity to join our team as a Mortgage Specialist at BMO Financial Group. As a Mortgage Specialist, you will play a key role in helping customers achieve their dream of homeownership by providing expert guidance and support throughout the mortgage application process.Your primary responsibility will be to cultivate,...

Job SummaryWe are seeking a highly skilled Financial Reporting Specialist to join our team at AGT Foods. The ideal candidate will possess excellent analytical skills, attention to detail, and the ability to communicate effectively with various stakeholders.About the RoleContribute to the preparation and review of monthly and quarterly financial reportsEnsure...

At AGT Foods, we're seeking a highly skilled Financial Reporting Specialist to join our team at the Regina Head Office. As a key member of our financial reporting process, you'll play a crucial role in ensuring timely and accurate information is provided to stakeholders.Key Responsibilities:Contribute to monthly and quarterly consolidation and financial...

At Sun Life Financial, we're passionate about helping individuals, families, and businesses achieve long-term financial security and success. As a Sun Life Financial Advisor, you'll play a vital role in shaping the financial futures of our clients. Whether they're planning for retirement, saving for their children's education, or building wealth for the...

**Job Summary** **What is the opportunity?** As the Associate, Estate Planning Specialist, you will be supporting an Estate Planning Specialist in providing insurance-based solutions to clients of RBC Wealth Management. You will also be expected to become familiar with the Individual Life and Living Benefits products and services available through our...

We are looking for a highly motivated and experienced Home Financing Specialist to join our team at BMO Financial Group. As a Home Financing Specialist, you will cultivate and build relationships with a referral network to generate new mortgage business and increase BMO's share of the home financing market.You will actively identify sales opportunities and...

Mortgage Specialist Job ResponsibilitiesThe Mortgage Specialist at BMO Financial Group is responsible for developing and executing effective marketing and sales programs to drive business results. This includes actively identifying sales opportunities and referring them to BMO colleagues, proactively contacting referral and origination sources to discuss...

Job OverviewWe are seeking a highly motivated and experienced Mortgage Specialist to join our team at BMO Financial Group. As a Mortgage Specialist, you will work closely with our customers to understand their needs and provide personalized advice and guidance to help them achieve their financial goals.You will be responsible for cultivating and managing...

Key ResponsibilitiesSupport 2-4 Wealth Advisors in servicing, deepening, and retaining their virtual client relationshipsProvide customized financial planning, foundational portfolio needs, and complex client service issuesLeverage your client service and wealth management expertise to drive business growthRequirementsActive and valid FINRA Series 7...

**Job Summary** **What is the opportunity?** As a member of Wealth Management Services, your role is to help our advisors become proficient and consistent users of the myGPS software with targeted clients (both current and prospective). **What will you do?** - Provide onsite, face to face training of the software to advisors and their teams. - Accountable...

Farm Credit Canada is seeking a Financial Performance Specialist to join our team. In this role, you will bring your analytical skills to our finance department and contribute to financial performance by monitoring key performance indicators, interpreting variance analysis, and storytelling through visualizations.Key Qualifications:A degree in accounting,...

Brandt is currently looking to fill a Financial Analyst, Financial Planning & Analysis position in our Regina, SK location. **DUTIES & RESPONSIBILITIES**: - Support the budgeting and forecasting process - Partner to improve reporting including building and maintaining performance dashboards - Provide accurate and timely analysis for decision-making and...

Job DescriptionThe Government of Saskatchewan seeks a dynamic leader for the position of Director, Financial Planning and Reporting in the Revenue and Financial Services Branch.This role will lead the development and coordination of the annual budget planning process, including preparation of Estimates documentation. The ideal candidate will have strong...