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Financial Management Advisor Jobs in Manitoba

Student, Portfolio & Financial Management
By OMERS At Toronto, Ontario, Canada
Prepare detailed reports and presentations for management, outlining cost insights, trends, and recommendations for optimizing resource allocation.
Collaborate with IT teams to enhance data collection, processing, and reporting capabilities for cost-related data.
Completed at least 1-2 previous work terms with positive feedback from your manager(s)
Basic knowledge of accounting practices – budget vs actuals, forecasting, report creation
An ability to build good visual and/or user experience designs for financial models
Good collaboration skills, are a helpful teammate, and are a proactive contributor
Business Advisor, Financial Management - Bdc Advisory Services
By BDC At Toronto, Ontario, Canada
Knowledge of Project Management methodologies and best practices in the context of delivering services to clients. Demonstrated project management skills.
Demonstrate financial management capabilities and bring strategic perspectives including strategic analysis, planning and coaching.
Deliver standard and customized high quality, financial management consulting solutions that will have measurable impacts on SMEs.
10 years of experience as Finance leader in an entrepreneurial environment
3 years in a management consulting environment is highly desirable.
Bachelor’s degree in accounting or finance; CPA designation
Advisor, Events Management Jobs
By Metrolinx At Toronto, Ontario, Canada
Minimum 4 years’ experience in event management/planning or similar roles.
Strong relationship management skills enabling ability to work effectively with cross-functional teams.
Interpersonal, oral/written/presentation communications skills to articulate and present advice, options and recommendations to senior management, executives and other colleagues.
Provide strategic and logistical planning advice to management team, as well as a variety of internal and external stakeholders/partners.
Comfort liaising directly with CEO, senior management and other officials (internal and external), demonstrating strong professionalism.
What skills & qualifications do I need?
Financial Management Associate I
By EY At Toronto, Ontario, Canada
Performs analysis of inventory balances. Monitors overall inventory levels and aging, and reports findings to the CSE and management teams
Excellent communication skills, both written and oral
Strong balance of interpersonal and analytical skills
Effective multitasking and prioritization skills
Learning opportunities to develop new skills and progress your career
Skills And Attributes For Success
Manager, Management Liability & Financial Institutions
By Liberty Mutual Canada At Toronto, Ontario, Canada
Self-starter with superior time management and delegation skills.
7+ years underwriting experience (or equivalent) with proven leadership skills.
Competitive health & dental benefits plan
External education & tuition reimbursement programs
Ensure that booking and coding is actively managed and cross-checked, as appropriate.
Experience underwriting some or all of the key product(s) listed in ‘The Opportunity’.
Sun Life Financial Advisor
By Sun Life At Winnipeg, Manitoba, Canada
Great peer-to-peer networking, educational and training opportunities
Access to group savings, stock ownership program and benefits plans
Business development and prospecting skills
Be in charge of your own business and income opportunities
Dedicated leadership support and head office specialists
Industry leading technology and business services
Commodity Management Advisor Jobs
By Celestica At Toronto, Ontario, Canada
Manages data flow for pricing fluctuations in market and analytical tools including development and maintenance of Commodity Management systems applications.
Bachelor’s degree in related field, or consideration of an equivalent combination of education and experience.
Manages the Global Commodity Negotiation process ensuring accurate forecasting and pricing accuracy.
Extensive knowledge of the marketplace conditions for a broad range of strategic commodities including industry pricing, technology and supply/demand trends.
Working knowledge of Celestica’s global supply chain including strategic policies and objectives.
Strong communication, negotiation and presentation skills.
Underwriter - Management Liability And Financial Institutions
By CNA Insurance At Toronto, Ontario, Canada
Works with more senior underwriters or management on risks exceeding authority level or requiring special handling. Skills, Knowledge and Abilities
Demonstrated leadership skills. Education and Experience
Analyzes quality, quantity, and profitability of risks underwritten and prepares reports for management review.
Determines appropriate pricing based on financial and competitive analysis in line with compliance requirements.
Notifies brokers of adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations.
Advanced knowledge of underwriting and insurance industry theories and practices.

Are you looking for a rewarding career in financial management? Become a Financial Management Advisor and help clients make sound financial decisions! With our comprehensive training program, you'll gain the skills and knowledge to provide expert advice and guidance to clients. Join us today and make a difference in people's lives!

Overview:

Financial Management Advisors are responsible for providing financial advice and guidance to clients. They analyze financial data, develop strategies, and provide advice on investments, taxes, retirement planning, and other financial matters. They also help clients develop and maintain budgets, and provide guidance on how to manage their finances.

How To Become an Financial Management Advisor:

To become a Financial Management Advisor, you will need to have a bachelor’s degree in finance, accounting, economics, or a related field. You will also need to obtain a professional certification, such as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Additionally, you may need to obtain a license from the Financial Industry Regulatory Authority (FINRA).

Financial Management Advisor Skills:

• Analytical skills
• Financial planning
• Investment analysis
• Risk management
• Tax planning
• Budgeting
• Communication
• Problem-solving
• Time management
• Interpersonal skills

What is Financial Management Advisor Knowledge?

• Financial markets
• Investment strategies
• Tax laws
• Risk management
• Retirement planning
• Estate planning
• Insurance
• Accounting
• Economics
• Financial software

What is Financial Management Advisor Responsibilities?

• Analyzing financial data
• Developing financial plans
• Recommending investments
• Managing client portfolios
• Monitoring financial markets
• Providing tax advice
• Developing budgets
• Assisting with retirement planning
• Providing estate planning advice
• Assisting with insurance decisions

What is Financial Management Advisor Experience?

• Previous experience in financial planning or analysis
• Knowledge of financial markets and investment strategies
• Understanding of tax laws and regulations
• Experience with financial software
• Knowledge of risk management
• Understanding of retirement planning
• Experience with estate planning
• Knowledge of insurance

What is Financial Management Advisor Qualifications?

• Bachelor’s degree in finance, accounting, economics, or a related field
• Professional certification, such as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• License from the Financial Industry Regulatory Authority (FINRA)

Financial Management Advisor Education:

• Bachelor’s degree in finance, accounting, economics, or a related field
• Professional certification, such as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• License from the Financial Industry Regulatory Authority (FINRA)

Tools to Help Financial Management Advisor Work Better:

• Financial software
• Investment tracking software
• Tax preparation software
• Budgeting software
• Risk management software
• Retirement planning software
• Estate planning software
• Insurance software

Good Tips to Help Financial Management Advisor Do More Effectively:

• Stay up-to-date on financial markets and investment strategies
• Develop a comprehensive understanding of tax laws and regulations
• Utilize financial software to analyze data and develop strategies
• Develop a network of contacts in the financial industry
• Develop a comprehensive understanding of risk management
• Develop a comprehensive understanding of retirement planning
• Develop a comprehensive understanding of estate planning
• Develop a comprehensive understanding of insurance

Common Financial Management Advisor Interview Questions:

• What experience do you have in financial planning and analysis?
• What financial software are you familiar with?
• How do you stay up-to-date on financial markets and investment strategies?
• What do you know about tax laws and regulations?
• How do you manage risk?
• What experience do you have with retirement planning?
• What experience do you have with estate planning?
• What experience do you have with insurance?