Jobs: Financial Planning Manager


  • Comox, Canada Ben Davies Financial Planning Full time

    **Key Parts of the Job**: - Previous experience in financial services (IIROC firm) would be an asset but is not required. - Main jobs: assist financial planners with financial planning reports & preparation of tax documentation; help answer client questions, participation in office staff meetings & client events. - Occasionally provide...

  • Financial Planning and Analytics Manager

    Found in: Jooble CA O C2 - 5 days ago


    Toronto, ON, Canada International Financial Group Full time

    Our client, a top 5 Bank in Canada, is looking for a Financial Planning and Analytics Manager for a 4-month contract located in Scarborough. This is an excellent opportunity for a Financial Planning and Analytics Manager with a financial services background. Responsibilities: Acting as a subject matter expert on relevant regulations and policies ...

  • Financial Planning and Analytics Manager

    Found in: Jooble CA O C2 - 6 days ago


    Ontario, Canada IFG International Financial Group Ltd Full time

    Our client, a top 5 Bank in Canada, is looking for a Financial Planning and Analytics Manager for a 4-month contract located in Scarborough. This is an excellent opportunity for a Financial Planning and Analytics Managerwith a financial services background As a Financial Planning and Analytics Manager your duties will include but not be limited to: ...


  • Mississauga, Canada Investment Planning Counsel Full time

    Mississauga, ONInvestment Planning Counsel (IPC) est l’une des entreprises indépendantes de gestion de patrimoine qui connaît la croissance la plus rapide au Canada. Nous sommes des gens provenant de divers horizons, mais qui travaillent tous à un même objectif : aider des conseillers et des conseillères à bâtir leur entreprise grâce à une...


  • Mississauga, Canada Investment Planning Counsel Full time

    Mississauga, ONInvestment Planning Counsel (IPC) est l’une des entreprises indépendantes de gestion de patrimoine qui connaît la croissance la plus rapide au Canada. Nous sommes des gens provenant de divers horizons, mais qui travaillent tous à un même objectif : aider des conseillers et des conseillères à bâtir leur entreprise grâce à une...


  • Winnipeg, Canada BMO Financial Group Full time

    1385 Henderson Hwy Winnipeg Manitoba,R2G 1N1 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...


  • Kingston, Canada City of Kingston Full time

    Opening Statement We acknowledge that the City of Kingston is situated on traditional Anishinabek (Ah - nish-in-ah-bay), Haudenosaunee (Ho-den-o-show-nee) and Huron-Wendat (huron-wen-dat) territory and is the home of many Indigenous peoples. We are grateful to reside and work on this land. Kingston is a smart, livable city in the heart of eastern Ontario....


  • Aylmer, Canada BMO Financial Group Full time

    3 Talbot Street East Aylmer Ontario,N5H 1H3 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...


  • Toronto, Canada Definity Financial Corporation Full time

    Job ID : 7407 Category : Personal Insurance Brand : Definity Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Toronto, Canada Posting Range : $66,300 - $122,100 Definity is the parent company to some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance...


  • Gibsons, Canada BMO Financial Group Full time

    1001 Gibsons Way Gibsons British Columbia,V0N 1V8 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...


  • North Vancouver, Canada BMO Financial Group Full time

    1460 Main Street North Vancouver British Columbia,V7J 1C8 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...

  • Financial Assistant

    3 days ago


    Bedford, Canada J GREGORY BURKE INVESTMENTS & FINANCIAL PLANNING LTD. Full time

    Responsibilities: Oversee day-to-day financial operations, including budgeting, forecasting and financial reporting, and strategies, transfers, redemptions, RRIFS, TSWPS and all documents related. Ensue accuracy and completeness of financial records, invoices and expenses reports transfers. Monitor and analyze financial data to identify trends,...

  • Senior Manager, Strategy and Planning

    Found in: Talent CA C2 - 6 days ago


    Toronto, Canada President's Choice Financial Full time

    Referred applicants should not apply directly to this role. All referred applicants must first be submitted through Workday by a current Loblaw Colleague. Location: 500 Lakeshore Blvd. West, Toronto, Ontario, M5V 2V9 When you hire great people, great things can happen. PC Financial offers unprecedented value to Canadians through payment...


  • Old Toronto, Canada EightSix Network Inc Full time

    Manager, Financial Planning and Analysis Part Time / Full Time Manager, Financial Planning and AnalysisAs the Manager, Financial Planning & Analysis you will be accountable for provide corporate finance expertise and strategic advice to executives and senior management on the agency’s business, operating/capital planning and resource allocation...

  • Manager, Financial Planning and Analysis

    Found in: Jooble CA O C2 - 6 days ago


    Toronto, ON, Canada EightSix Network Inc Full time

    Manager, Financial Planning and Analysis Part Time / Full Time Manager, Financial Planning and Analysis As the Manager, Financial Planning & Analysis you will be accountable for provide corporate finance expertise and strategic advice to executives and senior management on the agency’s business, operating/capital planning and resource allocation...


  • Old Toronto, Canada EightSix Network Inc Full time

    Manager, Financial Planning and Analysis Part Time / Full Time Manager, Financial Planning and AnalysisAs the Manager, Financial Planning & Analysis you will be accountable for provide corporate finance expertise and strategic advice to executives and senior management on the agency’s business, operating/capital planning and resource allocation...


  • Old Toronto, Canada EightSix Network Inc Full time

    Manager, Financial Planning and Analysis Part Time / Full Time Manager, Financial Planning and AnalysisAs the Manager, Financial Planning & Analysis you will be accountable for provide corporate finance expertise and strategic advice to executives and senior management on the agency’s business, operating/capital planning and resource allocation...


  • Vancouver, Canada School District #39 (Vancouver) Full time

    At the VSB, we are proud to provide exceptional learning experiences for students. As a large, urban school district, the VSB is one of Canada’s most diverse school systems. With deep gratitude and respect, we are honoured to be learning and unlearning on the ancestral and unceded lands of the x?m?θk??y? ?m (Musqueam), S?wxwú7mesh Úxwumixw (Squamish...

  • Manager, Financial Planning and Analysis

    Found in: Talent CA 2A C2 - 6 days ago


    Greater Toronto Area, Canada Supply Ontario Full time

    As the Manager, Financial Planning & Analysis you will be accountable for provide corporate finance expertise and strategic advice to executives and senior management on the agency’s business, operating/capital planning and resource allocation options, risks, and issues management strategies. In this exciting new role, you will be responsible for...

  • Manager, Financial Planning and Analysis

    Found in: Whatjobs CA C2 - 7 days ago


    Greater Toronto Area, Canada Supply Ontario Full time

    As the Manager, Financial Planning & Analysis you will be accountable for provide corporate finance expertise and strategic advice to executives and senior management on the agency’s business, operating/capital planning and resource allocation options, risks, and issues management strategies. In this exciting new role, you will be responsible for...