Current jobs related to Financial Planning - Guelph, Ontario - Co-operators

  • Chief Executive Officer

    30 minutes ago

    Guelph, Ontario, Canada Habitat for Humanity Guelph Wellington Full time

    Reports To: Habitat for Humanity Board of DirectorsDivision: AdministrationHours of Employment: 37.5 hours per week, Full-time, between the hours of 9 am – 5 pmKey Relationships: Board of Directors, Admin team, Build team, Finance team, Housing Partnerships, RD team, Restore team, Volunteers, community partnersLocation: 104 Dawson Road, Guelph, ON, N1H...

  • Junior Business Analyst

    2 weeks ago

    Guelph, Ontario, Canada Linamar Full time

    DescriptionJob Title:  Business Analyst, Junior (Financial Systems Team)Please note:  Candidates must be able to work 100% in-office in Guelph, ON.  Job Summary The Junior Business Analyst (Financial Systems) position is responsible for performing extensive scope business analysis work including workflow analysis, business information requirements, and...

  • Accounting Clerk

    29 minutes ago

    Guelph, Ontario, Canada County of Wellington Full time

    Accounting Clerk - 18 MonthsPosting ID:2206Department:TreasuryDivision:Financial ServicesPosition Type:18 Month Full Time ContractWork Hours:Monday to Friday, 35 hours per week: regular schedule is 8:30 am - 4:00 pm onsite/in-person; flexibility of hours may be required.Work Location:Gaol Building, Guelph; the County of Wellington is an employer that...

  • chemist

    29 minutes ago

    Guelph, Ontario, Canada Wellington Laboratories Inc. Full time

    OverviewLanguagesEnglishEducationCollege/CEGEPor equivalent experienceExperience2 years to less than 3 yearsOn siteWork must be completed at the physical location. There is no option to work remotely.ResponsibilitiesTasksConduct research to develop new chemical formulations and processesParticipate in the commercialization of new productsDevelop and conduct...

  • Associate

    4 days ago

    Guelph, Ontario, Canada RBC Full time

    Job DescriptionThe RBC Dominion Securities branch located in Guelph is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new...

  • Commercial Director of Sales

    4 days ago

    Guelph, Ontario, Canada RahrBSG Full time $150,000 - $180,000

    RahrBSG is looking for a Commercial Director of Sales in Canada. The Commercial Director for Canada leads the strategic and operational commercial activities within the Canadian market. This role is responsible for developing and executing sales strategies, managing key customer relationships, leading and developing a high-performing team, and consistently...

  • Financial Planning

    2 weeks ago

    Guelph, Canada Co-operators Full time

    Overview Company: CLIC Department: Financial Planning & Retirement Employment Type: Regular Full-Time Work Model: Hybrid Language: English is required, French is an asset. Job Grade: 5S Hiring Manager: Jenna Sharp Referral Award: Yes Additional Information: This/these role(s) is/are currently vacant. The Opportunity We are a leading Canadian financial...

  • Financial Planning

    2 weeks ago

    Guelph, Canada Co-operators Group Full time

    Financial Planning & Analysis Consultant Company: CGICDepartment: Decision SupportEmployment Type: Regular Full-TimeWork Model: HybridLanguage: This role operates in EnglishAdditional Information: This/these role(s) is/are currently vacant The Opportunity: We are a leading Canadian financial services co-operative committed to being a catalyst for a...

  • Financial Planning

    2 weeks ago

    Guelph, Canada Co-operators Group Full time

    Financial Planning & Analysis ConsultantCompany: CGICDepartment: Decision SupportEmployment Type: Regular Full-TimeWork Model: HybridLanguage: This role operates in EnglishAdditional Information: This/these role(s) is/are currently vacantThe Opportunity:We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable...

  • Financial Planner, Scotia Financial Planning

    5 hours ago

    Guelph, Canada Scotiabank Full time

    Requisition ID: 241106 Overview Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The role is within Scotia Financial Planning, part of Global Asset Management, focused on the mass affluent market and delivering high quality advice and service. Responsibilities Follow a comprehensive financial planning...

  • Financial Planning

    4 days ago

    Guelph, Canada Co-operators Full time

    Company: CGICDepartment: FinanceEmployment Type: Regular Full-TimeWork Model: Hybrid Language: This role operates in EnglishAdditional Information: This/these role(s) is/are currently vacant The Opportunity: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is...

  • Financial Planning

    5 hours ago

    Guelph, Canada Co-operators Full time

    Company: CGICDepartment: Decision SupportEmployment Type: Regular Full-TimeWork Model: HybridLanguage: This role operates in EnglishAdditional Information: This/these role(s) is/are currently vacant The Opportunity We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is...

  • CIRO Licensed Junior Associate

    3 weeks ago

    Guelph, Canada Herr Wealth Advisory Full time

    A family-owned financial planning organization in Guelph, Ontario is seeking a Junior Associate to support client relationships and assist with investment and financial planning activities. Candidates should hold a Bachelor's degree or diploma in finance or business, possess a CIRO Securities License, and have 1–3 years of experience in financial services....

  • Administrative Assistant

    2 weeks ago

    Guelph, Canada Investment Planning Counsel Full time

    As the Administrative Assistant in the office, you will be working and training with the current Assistant in the office. Primary responsibilities will include answering the phone, taking client instructions, booking appointments and completing financial documentation for onboarding of new clients as well as financial transactions. You will be responsible...

  • Director Forecasting and Revenue Planning

    2 weeks ago

    Guelph, Canada University of Guelph Full time

    **Department**: Office of the AVP Institutional Research and Planning This position is represented by the agreement between the Professional Staff Association and the University of Guelph **General Purpose** Under the direction of the Associate Vice-President, Institutional Research and Planning, the **Director, Forecasting and Revenue Planning** is a...

  • Financial Planners

    3 weeks ago

    Guelph, Canada Gambit Wealth Full time

    4 days ago Be among the first 25 applicantsDirect message the job poster from Gambit WealthManaging Partner | COO | Executive Financial Planner | Public Speaker | Entrepreneur | EO Accelerator member | bilingual | (French)Company DescriptionGambit Wealth offers tailored wealth management solutions for entrepreneurs and families, delivering accessible...

Financial Planning

1 hour ago

Guelph, Ontario, Canada Co-operators Full time

Company: CGIC

Department: Finance

Employment Type: Regular Full-Time

Work Model: Hybrid

Language: This role operates in English

Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That's why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

Our national Finance team aspires to create, enhance, and protect value for our organization and its stakeholders. Our knowledgeable team educates and influences the organization to make well-informed, risk-based decisions. We think innovatively and strategically to solve business problems and strive to move our business forward with practical, integrated processes and tools that ensure organizational success.

The Financial Planning & Analysis Consultant will apply comprehensive knowledge of business performance drivers of financial risk and return to identify areas for improvement. This individual will work closely with Decision Support teams, the Enterprise Project Portfolio Office (EPPO), and the Enterprise Transformation Office (ETO) to help demonstrate the impacts of business transformation to the enterprise. This individual ensures business decisions are grounded in sound and balanced financial analysis, demonstrating an ability to deeply understand the business area. This individual will work closely with corporate business partners to support the financial analysis required for decision making and benefits realization.

How you will create impact:
  • Evaluate financial condition and create complex financial models for budgets, forecasts, and multi-year plans.

  • Support the development of financial business cases that incorporate an understanding of constraints and potential scenarios.

  • Support the creation of benefit realization models and identification of metrics driving performance variances, working with the appropriate teams to communicate and highlight implications.

  • Enhance internal partnerships to create innovative solutions to translate business roadmap into opportunities sizes.

  • Understand financial implications during roadmap planning discussions.

  • Work alongside EPPO to develop funding requests in line with enterprise prioritization frameworks.

  • Research best practices and analyze competitive, economic, and regulatory environment to identify complex issues and advantages.

  • Research appropriate financial management tools and analytic techniques that assist in achieving financial objectives.

  • Recommends short-term and long-term solutions for improved performance through the delivery of effective presentations to business partners.

How you will succeed:
  • You have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.
  • You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.
  • You have strong communication skills to clearly convey messages and explore diverse points of view.
  • You build trusting relationships and provide guidance to support the development of colleagues.
To join our team:
  • University degree in Business/finance/accounting, or related discipline.
  • You have 5-7 years of experience in financial planning and analysis or in a related field.
  • Having or working towards professional accounting designation or appropriate professional qualifications (CA, CMA, CBV or MBA) is an asset.
  • Working knowledge in strategic financial analysis.
  • Proven ability to collaborate with business partners and provide financial analysis.
  • Ability to influence decision making.
  • Demonstrated ability to initiate, lead and manage change.
What you need to know:
  • You will travel regularly.
  • You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.
What's in it for you?
  • Training and development opportunities to grow your career.
  • Flexible work options and paid time off to support your personal and family needs.
  • A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
  • Paid volunteer days to give back to your community.
  • In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

Expected salary/hourly range $72,847 - $121,411

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education."

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.