Jobs: financial planning manager
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Financial Planning Administrative Assistant
1 week ago
Langley, Canada Quasar Financial Planning Group Full time**The Quasar Financial Experience** Quasar Financial values professional excellence and the ability to conquer fast-paced challenges. This is an environment where we treasure work ethic, quick thinking and the ability to overcome tight timelines with multiple stakeholders. This challenge isn’t for everyone, as only those who can handle the pressure of...
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Manager, Financial Planning
2 weeks ago
North Vancouver, Canada BlueShore Financial Full time**Manager, Financial Planning & Analysis (FP&A)** The Manager, Financial Planning & Analysis (FP&A), is a key member of our finance team, playing a pivotal role in shaping BlueShore Financial’s financial strategy. This position oversees budgeting, forecasting, financial analysis, and management reporting for BlueShore Financial and its...
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Financial Planning Specialist
5 days ago
Fredericton, New Brunswick, Canada IGM Financial Full timeAbout IGM Financial Inc.IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with a strong reputation for delivering exceptional financial planning and investment management services to its clients. With approximately $271 billion in total assets under management, the company provides a broad range of financial...
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Financial Planning Professional
1 week ago
Moncton, New Brunswick, Canada IGM Financial Full timeAbout IGM FinancialIGM Financial is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help over two million Canadians meet their financial goals.Our VisionAt IG Wealth Management, our vision...
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Financial Planning Manager
8 hours ago
Edmonton, Alberta, Canada IFG International Financial Group Ltd Full timeIFG International Financial Group Ltd is seeking a skilled Senior Financial Analyst to support Corporate Services with financial analysis, budget planning, and financial reporting.The ideal candidate will have a degree in Accounting or Finance, a CPA designation, and at least 8 years of experience in financial analysis and management.Duties include preparing...
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Manager, Financial Planning and Analysis
1 week ago
Toronto, Canada BMO Financial Group Full time100 King Street West Toronto Ontario,M5X 1A1 Develops detailed financial and economic analysis to assist the designated business portfolio with decision support. Works closely with business leaders and Finance partners to provide financial advice and service that supports the financial management activities of the Group/portfolio. Supports the monitoring...
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Client Relationship Manager
1 day ago
St. John's, Newfoundland and Labrador, Canada IGM Financial Full timeAbout IGM FinancialIGM Financial is a leading diversified wealth and asset management company in Canada, with a rich history dating back over 90 years. Our mission is to deliver expert financial advice and guidance to help Canadians achieve their financial goals. Through our subsidiaries, IG Wealth Management, Mackenzie Investments, and Investment Planning...
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Financial Planning Specialist
2 weeks ago
Moncton, New Brunswick, Canada IGM Financial Full timeAbout IGM FinancialIGM Financial is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. Our company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.
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Financial Planning Specialist
2 hours ago
St. John's, Newfoundland and Labrador, Canada IGM Financial Full timeAbout IGM FinancialIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies, with a commitment to helping more than two million Canadians meet their financial goals.Ideal candidates will be able to provide exceptional client service, offer valuable insights on investment products, and collaborate effectively as part of...
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Financial Efficiency Manager
2 weeks ago
Vancouver, British Columbia, Canada Lifecycle Manager Full timeAbout Lifecycle ManagerWe're seeking a highly skilled data analyst to join our Finance team. As a Lifecycle Manager, you'll play a critical role in driving financial efficiency, scalability, and automation through data-driven decision-making.Key Qualifications:5+ years of experience in analytics engineering, data analytics, or a related field.Expert-level...
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Financial Planning and Analytics Manager
3 weeks ago
Toronto, Ontario, Canada IFG International Financial Group Ltd Full timeOur 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 backgroundAs a Financial Planning and Analytics Manager your duties will include but not be limited to:- Acting as...
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Financial Planning Specialist
2 weeks ago
Kirkland, Quebec, Canada BMO Financial Full time $44,500 - $82,500At BMO Financial Group, we are committed to delivering exceptional service and creating lasting relationships with our customers. We are seeking a highly skilled Financial Planning Specialist to join our team.About the RoleThis is a dynamic opportunity for a detail-oriented and analytical professional to provide financial planning and investment advice to...
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Financial Planning Strategist
3 days ago
Vancouver, British Columbia, Canada BlueShore Financial Full timeAt BlueShore Financial, we are seeking a talented individual to fill the role of Financial Planning Strategist. In this position, you will be responsible for collaborating with our retail operations and business leadership to design and implement learning solutions that enhance sales performance and support the achievement of strategic goals. As a trusted...
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Financial Planning Strategist
2 weeks ago
Vancouver, British Columbia, Canada BlueShore Financial Full time $90,600 - $106,500**Company Overview**We are BlueShore Financial, a company that resonates with the West Coast community. Our brand is compelling and differentiated.**Job Summary**The Financial Planning Training Specialist will collaborate with our retail operations and business leadership to design and implement learning solutions that enhance sales performance. This role...
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Financial Planning Specialist
2 weeks ago
Kingston, Ontario, Canada BMO Financial Full timeOverviewBMO Financial Group is a leading financial institution that empowers individuals and businesses to achieve their financial goals. Our mission is to provide innovative solutions and exceptional service to our clients, helping them navigate the complexities of personal finance and investment management.SalaryThe salary for this position is competitive...
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Financial Planning Professional
2 weeks ago
Gatineau, Quebec, Canada BMO Financial Full timeCompany OverviewBMO Financial Group is a leading financial institution dedicated to delivering exceptional banking services. We are committed to building long-lasting relationships with our customers and creating positive change in the communities we serve.SalaryThe salary for this role ranges from $44,500 to $82,500, with an opportunity for upward...
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Financial Planning Professional
2 weeks ago
Gatineau, Quebec, Canada BMO Financial Full time $55,000Company Overview: At BMO Financial, we are committed to helping our customers achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized service and expert advice to help you succeed.Job Description: As a Financial Planner with BMO, you will be responsible for providing financial and investment planning...
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Financial Planning Expert
2 weeks ago
Hamilton, Ontario, Canada Educators Financial Group Full timeCompany OverviewEducators Financial Group is a trusted financial specialist for the education community, offering a wide range of products and services since 1975. Our strong history has enabled us to build long-lasting relationships with our clients and provide personalized support on their financial journey.Salary and BenefitsWe offer a competitive salary...
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Financial Planning Advisor
1 week ago
Montreal, Quebec, Canada iA Financial Group Full timeThe role of Financial Consultant at iA Financial Group is to serve as a trusted financial resource for plan members, providing personalized guidance to help them maximize the benefits of their group retirement plan. This position requires strong communication skills and knowledge of financial solutions offered to members.Key Responsibilities:Client...
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Financial Planning Specialist
1 week ago
Montreal, Quebec, Canada iA Financial Group Full timeWe are seeking a talented Financial Consultant to join our team at iA Financial Group. As a trusted financial resource, you will work closely with plan members to provide personalized guidance and education on their group retirement plans.Key responsibilities include:Fostering long-term relationships with clients and encouraging proactive participation in...