Jobs: financial planning manager

**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...

100 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...

BMO Financial Group: A Leader in Wealth ManagementWe're a leader in wealth management, providing our clients with a wide range of financial products and services designed to help them achieve their financial goals. As a financial planner at BMO, you'll have the opportunity to work with a diverse client base, providing personalized advice and guidance to help...

Role OverviewAs a Financial Planning and Sales Development Training Specialist at BlueShore Financial, you will collaborate with retail operations and business leadership to create innovative learning solutions that enhance sales performance and drive strategic goals. This expert advisor role requires a deep understanding of financial planning strategies and...

About the Job: We are seeking a Financial Planning Professional to join our team. As a key member of our organization, you will play a critical role in helping our clients achieve their financial goals by providing them with personalized financial planning solutions. Main Responsibilities: Develops and implements a relationship management plan to meet the...

Flexiti is one of Canada’s fastest growing fintech lenders. We aim to make our customers’ lives more affordable and help our retail partners grow their sales by offering flexible financing options. Through our award-winning omni-channel platform, customers can be approved instantly to shop with their FlexitiCard®, which they can use online or in-store...

We are seeking a highly experienced Head of Financial Planning to join our client's leadership team. As a key member of the executive team, this individual will be responsible for driving the company's financial strategy and ensuring the effective implementation of financial plans.The ideal candidate will have a strong background in finance and planning,...

33 Dundas Street West Toronto Ontario,M5G 3C2 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...

**Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

Northfront Financial is seeking a highly skilled Portfolio Manager Specialist to join our team. This role is ideal for individuals with 8 years of experience in the financial services industry or financial planning.The successful candidate will provide support to Portfolio Managers by gathering and analyzing financial data, developing sound financial...

**Manager, Insurance and Financial Planning Compliance** - 2203808 **Job Summary** Raymond James Ltd. (“RJL”) is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Based in Vancouver, Toronto, or Montreal, the Manager must...

At BlueShore Financial, we are seeking a seasoned professional to join our team as a Financial Planning and Development Specialist. In this role, you will collaborate with our retail operations and business leadership to design, implement, and evaluate learning solutions that enhance sales performance and support the achievement of strategic goals.About the...

Job DescriptionThe Financial Analyst will play a critical role in supporting the IT budgeting, forecasting, and reporting processes. This includes owning and driving the monthly timesheet process across IT, running monthly reporting in Power BI, NetSuite, and Oracle EPBCS, and working closely with senior management to maintain an effective planning and...

Raymond James Ltd. seeks a seasoned financial planning professional to join its Total Wealth Solutions team as a Senior Financial Planning Specialist.About the RoleThis critical role involves providing comprehensive financial planning services to high net worth clients, collaborating with business units to meet client-specific needs, and promoting financial...

**Role Summary**We are seeking a strategic financial advisor to join our team as an AVP, Financial Planning Specialist.In this role, you will be responsible for developing and implementing comprehensive financial plans for HNW & UHNW clients.You will work closely with our advisory teams to understand client goals and objectives, and provide tailored...

We are seeking a dynamic and experienced individual to fill the role of Manager, Financial Planning. This position is responsible for providing leadership and management to the planning and delivery of integrated and comprehensive budgeting services for Strathcona County. This position leads the development and manages the approval of multi-year operating...

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...

Reporting to the Senior Manger, Financial Planning and Management Reporting, the Manager, Financial Planning leads the development and governance of activities supporting the planning and execution of the annual financial planning process. The incumbent works with internal stakeholders to facilitate and consolidate short and long-term financial scenarios to...

We are looking for a highly experienced Financial Planning Learning Solutions Expert to join our team at BlueShore Financial. As a key member of our retail operations and business leadership, you will collaborate with stakeholders to assess and identify learning and development needs, and recommend solutions to meet branch, department, or individual learning...

The University of Toronto Scarborough is a leading institution in education, and we are seeking a skilled Financial Planning Manager to join our team. The ideal candidate will have a strong background in financial analysis, budgeting, and forecasting.About the Role:Oversee the financial management of budgets, including strategic planning, analysis, and...