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Financial Planning Associate Jobs

Senior Associate, Financial Planning & Analysis
By Neo Financial At Calgary, Alberta, Canada
Apply strong analytical skills, judgment, attention to detail, and creativity to effectively solve problems
A minimum of 5 years of FP&A experience at a fast-growing organization
Experience within Investment Banking of 3+ years would also be considered
Bachelor’s degree in Finance, Accounting, Economics, or Business
Prior experience within a high growth organization or a professional services environment is a plus
Financial modeling: Experience creating and managing financial models that cover several business units
Financial Planning Analyst- En
By RBC Wealth Management At Montréal-Ouest, Quebec, Canada
Provide ongoing coaching and training to other professionals in Wealth Management Services
Maintain a high level of partnership and knowledge regarding all of RBC’s units
Minimum of 5 years of experience in financial planning
Superior communication skills in French and English, both written and verbal,
In-depth understanding and knowledge of the Canadian taxation system
Working knowledge of financial planning software
Financial Planning Manager Jobs
By Robert Half At Toronto, Ontario, Canada
- Presenting financial forecasts and analysis to senior management, highlighting key insights and recommendations.
As the Manager of Financial Planning in a SOX environment, you will be responsible for:
- Overseeing the development, maintenance, and enhancement of financial planning processes in alignment with SOX requirements.
- Proven experience (X+ years) in financial planning and analysis roles, preferably in a SOX-compliant environment.
- Strong understanding of SOX controls and regulations, and experience applying them to financial planning processes.
- Excellent analytical skills with the ability to translate complex financial data into actionable insights.
Manager Financial Planning Jobs
By Fidelity Canada At Toronto, Ontario, Canada
More than 5 years of progressive experience in financial management with background in planning, budgeting, financial analysis, and cash management.
Demonstrated leadership and management skills.
Build strong relationships with internal stakeholders and senior management;
University degree with a concentration in business, or accounting or finance or equivalent work experience.
Effectively manage the team’s ongoing deliverables, including assisting with the development and implementation of new tools and systems;
Consistently design and manage processes and identify opportunities for improvement;
Estate Planning & Administration Associate
By Lindsay Kenney LLP At Vancouver, British Columbia, Canada
Management of a team of associates and support staff
A comprehensive benefits package – LK Law pays for 100% of the benefit premiums
Established experience in the areas of estate planning and estate administration
Some of the core responsibilities of the role will include, but not be limited to:
Annual Health Care Spending Account
Amazing opportunities for personal growth and development
Financial Planning Associate Jobs
By IG Wealth Management At Tillsonburg, Ontario, Canada
Be mentored by an experienced and successful IG Wealth Management Senior Advisor.
3 years of experience in the financial services industry;
Opportunity to build and be rewarded for your own growth.
Provide financial planning support to Bob McCormick and his team.
Support all business development and marketing activities and strategies.
Identify new business opportunities for your existing clients as well as the clients already in the practice.
Sr Financial And Planning Manager
By CQ Search Group Ltd. At Mississauga, Ontario, Canada
Exceptional Excel, PowerPoint, & financial modeling skills are key requirements; previous Essbase/Smartview & Business Objects experience an asset
Strong leadership skills with track record of success working with high performing teams; previous people managing experience required
Excellent collaboration skills and ability to work effectively with cross-functional finance teams
Sr. FP&A Finance Manager – CPG
Identify & understand key business drivers, track performance against key measures & manage P&L risks & opportunities
Bachelor’s degree in Business or Finance. Ideal candidate will have an accounting designation (CMA/CA/CPA) or an MBA.
Financial Associate Jobs
By Secure Your Wealth At Canada
If you have prior industry experience/skills that's a bonus.
Part time, Full Time Remote Positions with licenses sponsored and full training.
• Scheduling appointments with clients and running meetings from home over video conference
Build your career with North America’s leading Financial Services Brokerage.
This is an exciting chance to make your mark with a growing organization.
Receive competitive compensation and full ownership.
Financial Planning Analyst Jobs
By The Bird&Be Co. At Toronto, Ontario, Canada
Conduct variance analysis to compare actual financial results against budgets and forecasts, investigating and explaining variances to management.
Experience with Floatappp a bonus.
Perform financial analysis and modeling to support strategic initiatives, including evaluating investment opportunities, pricing analysis, and profitability assessments.
Prepare and analyze financial reports, budgets, and forecasts, identifying trends, risks, and opportunities for improvement.
Collaborate with cross-functional teams to develop and maintain financial planning tools and processes.
Support the development and monitoring of key performance indicators (KPIs) to track business performance and identify areas for improvement.
Senior Financial Planning Analyst
By Budge Studios At Montreal, Quebec, Canada
Strong technical skills including advanced knowledge of Excel and overall database management.
Assist in monitoring cash flows and perform cash management-related tasks.
Minimum of three years of qualified Accounting and Finance experience.
Strong organizational skills – ability to manage multiple priorities and the ability to plan to meet deadlines with efficiency and accuracy.
Assist V.P Finance and V.P Business Development in ad hoc strategic opportunities assessment.
Minimum of a bachelor’s degree in finance and/or Accounting (CPA designation, an asset).
Senior Financial Planning Analyst
By Vaco Lannick At Markham, Ontario, Canada
3 + years of FP&A experience, including developing budgets, forecasts and financial models
Experience in a related industry is a strong asset
Ownership of Government Subsidy and Grant reporting and analytics function
Month end reconciliation analysis of regional, provincial/state, and country revenue and cost drivers that impact profitability
Create models, analysis and presentations that condense complex topics into actionable information
Drive internal process improvements and controls; continually identify opportunities for automation to allow the team to perform world class analytics
Sr. Financial Planning Analyst
By Aversan Inc. At Brampton, Ontario, Canada
• Strong time management skills and communication skills
• Prepare monthly management and external reporting financial packages and support schedules
• Strong knowledge of Public Company SOX compliance requirements.
• Must be able to prepare and present information with confidence and clarity to senior management
• Liaise and support managers to drive the planning process for the BU's
• Prepare audit schedules and manage/respond to queries from External/Internal auditors
Sr. Financial Planning Analyst
By TEEMA At Brampton, Ontario, Canada
• Prepare monthly management and external reporting financial packages and support schedules
• Strong knowledge of Public Company SOX compliance requirements.
• Liaise and support managers to drive the planning process for the BU's
• Prepare audit schedules and manage/respond to queries from External/Internal auditors
• Strong analytical skills and organizational acumen to present complex information.
• Strong knowledge and background in project revenue recognition, specifically % of completion method of accounting.
Associate Financial Advisor / Associate Financial Services Specialist
By CIBC At Ottawa, Ontario, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Planning Analyst Jobs
By Independent Financial Advisory Firm At London, Ontario, Canada
Experience - Up to 2 years Financial planning, investment planning, insurance and risk management, and retirement planning experience
Required Education- Post Secondary, 2 year Diploma
Preferred Certification(s)/ License(s)/ Professional Designation(s
Manager Financial Modeling & Planning – 100% Remote
By Exceleris At Canada
Manager Financial Modeling & Planning – 100% remote - US company, revenues $100M
-Presentation to management and board of financial forecasts and recommendations
-Strong Excel and presentation skills
-Modélisation financière Excel, de transactions , de financements et autres.
Salary 6 digits, insurance, lots of growth within the company!
-Financial forecasts, on ongoing projects and annual basis
Specialist, Financial Planning Jobs
By CPKC At Calgary, Alberta, Canada
Experience with SAP and BPC and excellent MS Excel Modelling Skills required
Undergraduate degree in Commerce, Accounting, Finance, Economics, Mathematics or other relevant fields required
Flexible and competitive benefits package
WHAT CPKC HAS TO OFFER:
Translate operational changes into a financial forecast with a focus on accuracy and timeliness
Proactively look for improvements in the forecasting process; identifying key drivers while gaining a thorough understanding of the business model
Wealth Planner / Financial Planning - Sme
By CGI At Toronto, Ontario, Canada
Experience in agile software development, SCRUM or SAFe and Application Lifecycle Management (ALM)) is a bonus.
Work with engineering teams to craft and develop innovative software tools that deliver a fabulous and engaging advisor and client experience.
Mentor advisors on how to use our tools efficiently to elevate their advisory practice and deliver top notch client experience.
Collaborate with product owners in cross-functional teams to balance client needs, market needs, and user experience.
Excellent communication and people skills
Strong and critical thinking skills
Estate Planning Associate Jobs
By RBC Wealth Management At Newmarket, Ontario, Canada
Knowledge of Life and Living Benefits insurance products
Manage pending cases and take the appropriate actions to oversee the completion of the case
Minimum 2 years' experience working in an Insurance Agency or equivalent role within the industry
Experience with meeting tight deadlines & set priorities; ability to work independently
Strong Microsoft office and Excel skills
Experience servicing high net worth clients
Senior Financial Planning Analyst
By Caldic North America At Mississauga, Ontario, Canada
Prepare monthly presentations and financial reports for senior management
Analyze departmental performance to budget and prior year and prepare commentary for management
Provide financial support to the business units; business partners include direct interaction at the mid/seniormanagement level
Post-secondary degree, preferably in Business Administration, Finance/Accounting or Commerce
3 to 5 years’ experience in a financial analyst role or above with progressive experience within a large complex organization
Prior distribution/logistics and/or consumer packaged goods industry experience required

Are you looking for an opportunity to use your financial planning expertise to help people reach their financial goals? We are looking for a Financial Planning Associate to join our team and provide comprehensive financial planning services to our clients. You will have the opportunity to work with a variety of clients and help them make sound financial decisions. If you are passionate about financial planning and want to make a difference in people's lives, this is the job for you!

Overview Financial Planning Associates are responsible for providing financial advice and services to clients. They work with clients to develop and implement financial plans that meet their individual needs and goals. They may also provide advice on investments, retirement planning, estate planning, insurance, and tax planning. Detailed Job Description Financial Planning Associates are responsible for providing comprehensive financial planning services to clients. They work with clients to develop and implement financial plans that meet their individual needs and goals. They may also provide advice on investments, retirement planning, estate planning, insurance, and tax planning. Financial Planning Associates must be knowledgeable about the various financial products and services available and be able to explain them to clients in a clear and concise manner. They must also be able to analyze a client's financial situation and develop a plan that meets their individual needs and goals. Job Skills Required
• Knowledge of financial products and services
• Ability to analyze financial data
• Excellent communication and interpersonal skills
• Ability to develop and implement financial plans
• Knowledge of taxation and estate planning
• Ability to develop and maintain client relationships
• Ability to work independently and as part of a team
Job Qualifications
• Bachelor’s degree in finance, accounting, or a related field
• CFP (Certified Financial Planner) certification
• Minimum of 5 years of experience in financial planning
• Knowledge of financial planning software
Job Knowledge
• Knowledge of financial products and services
• Knowledge of taxation and estate planning
• Knowledge of financial planning software
Job Experience
• Minimum of 5 years of experience in financial planning
Job Responsibilities
• Develop and implement financial plans for clients
• Analyze financial data and develop strategies to meet client goals
• Provide advice on investments, retirement planning, estate planning, insurance, and tax planning
• Develop and maintain client relationships
• Monitor and review client portfolios
• Prepare financial reports and presentations for clients