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Financial Planning Specialist Jobs

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;
Financial Planning Analyst Jobs
By NextHire At Quebec, Canada
We are looking for passionate and truly engaged professionals with high experience in Financial Planning.
Analyze current and past trends in key performance indicators including all areas of revenue, expenses and capital expenditures.
Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance.
Provide financial solutions (financing, new business, risk assessment and avoidance) to improve contract quality and control risk.
Develop and maintain financial reports to clearly communicate actual results, forecasted performance, and variances to plan, forecast and budget.
Know the businesses and understand the underlying drivers of revenue and expense.
Investment Specialist - Financial Planning
By BMO At North Vancouver, British Columbia, Canada
Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
Broader work or accountabilities may be assigned as needed.
Good working knowledge of financial industry.
Verbal & written communication skills - Good.
Financial Planning Analyst Fin
By City of Toronto At Toronto, Ontario, Canada
Job Category: Finance, Accounting & Purchasing
3. Experience preparing schedules, worksheets and comprehensive reports, and analyzing, interpreting and summarizing information to support decision-making.
Division & Section: Financial Planning, Fin Plng Corp Financial Plng & Mgmt Team 1
Work Location: City Hall, 100 Queen St W
Job Type & Duration: Full-time, Permanent Vacancy
Shift Information: Monday to Friday, 35 hours per week
Financial Planning Analyst Jobs
By Stanley Black & Decker, Inc. At Mississauga, Ontario, Canada
We offer different ways for you to give back to communities where we operateCompetitive compensation & benefits package
Provide sr. finance with a recap of the actual results with a detailed analysis
Bachelor’s in Finance or Business degree
Strong interpersonal and communication skills (written and verbal)
Advanced Excel and PowerPoint, experience with SAP, Power BI, Anaplan, HFM, and Hyperion Planning and Essbase are beneficial.
Well organized with analytical and problem solving skills
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.
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.
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.
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
Financial Planning Analyst Jobs
By Fortuna Silver Mines Inc. At Vancouver, British Columbia, Canada
Prepare and update management and corporate reports and presentations.
Support in the management of budget compliance control.
3-5 years of experience in similar positions.
Intermediate level proficiency in MS Office, advanced in MS Excel skills.
Update and generate financial models and reports.
Identify and analyze major deviations in actual results compared to budget and previous periods.
Financial Planning & Analyst Jobs
By Norwood Portable Sawmills At Oro-Medonte, Ontario, Canada
Prepare financial reports and presentations for management, investors, and other stakeholders.
Bachelor's degree in finance, accounting, or related field
3+ years of experience in financial planning and analysis or related role
Experience with financial modeling and analysis
Strong analytical and problem-solving skills
Experience in private equity or investment banking an asset.
Financial Planning Analyst Jobs
By Dane Creek Capital Corp. At Canada
Strong organizational and time management skills to prioritize multiple tasks and meet deadlines;
Bachelor's degree in Finance, Accounting, Economics, or a related field;
Proven work experience as an Financial Planning Analyst or in a similar financial analysis role;
Strong analytical and problem-solving skills with attention to detail;
Advanced knowledge of Microsoft Excel and other financial software/tools;
Excellent verbal and written communication skills, with the ability to present complex financial information in a clear and concise manner;
Executive Director, Financial Planning
By Government of Alberta At Edmonton, Alberta, Canada

For further information, visit the ministry website at http://www.health.gov.ab.ca

Financial Planning Consultant - Halifax
By CIBC At Halifax, Nova Scotia, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
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 Consultant Jobs
By RBC At Saskatoon, Saskatchewan, Canada
Develop strong internal networks with the software owners and training and practice management to enhance overall effectiveness of training.
Provide coaching and feedback to branch managers after any onsite visit
5+ years of related experience in one or more of the following areas: financial planning, training and development.
Exceptional presentation skills; both written and verbal
Knowledge and technical proficiency related to myGPS or other financial software solutions
Strong knowledge of Canadian tax system, estate and financial planning.

Are you looking for an exciting opportunity to help people achieve their financial goals? We are looking for a Financial Planning Specialist to join our team and provide comprehensive financial planning services to our clients. You will be responsible for developing and implementing financial plans, analyzing investments, and providing advice on a variety of financial topics. If you have a passion for helping people and a strong understanding of financial planning, this could be the perfect job for you!

Overview Financial Planning Specialists are responsible for providing financial advice and guidance to individuals and businesses. They help clients develop and implement financial plans that meet their short and long-term goals. Financial Planning Specialists may work in a variety of settings, including banks, insurance companies, and investment firms. Detailed Job Description Financial Planning Specialists are responsible for assessing clients’ financial situations and providing advice on how to best manage their money. They analyze clients’ financial data, such as income, expenses, investments, and debts, and develop strategies to help them reach their financial goals. Financial Planning Specialists also help clients develop budgets, select investments, and plan for retirement. They may also provide advice on insurance, taxes, and estate planning. Financial Planning Specialists must stay up-to-date on financial regulations and trends in order to provide the best advice to their clients. Job Skills Required Financial Planning Specialists must have excellent communication and interpersonal skills. They must be able to explain complex financial concepts in a way that is easy to understand. They must also be able to listen to clients’ needs and develop strategies to meet those needs. Financial Planning Specialists must also have strong analytical and problem-solving skills. Job Qualifications Financial Planning Specialists typically need a bachelor’s degree in finance, economics, accounting, or a related field. They must also have a valid license to practice in their state. Many employers also require Financial Planning Specialists to have a Certified Financial Planner (CFP) designation. Job Knowledge Financial Planning Specialists must have a thorough understanding of financial regulations, trends, and products. They must also be knowledgeable about taxes, insurance, investments, and retirement planning. Job Experience Financial Planning Specialists typically need several years of experience in the financial industry. They may also need to have experience working with clients in order to understand their needs and develop strategies to meet those needs. Job Responsibilities Financial Planning Specialists are responsible for assessing clients’ financial situations and providing advice on how to best manage their money. They must analyze clients’ financial data, such as income, expenses, investments, and debts, and develop strategies to help them reach their financial goals. Financial Planning Specialists must also help clients develop budgets, select investments, and plan for retirement. They must stay up-to-date on financial regulations and trends in order to provide the best advice to