Senior Financial Planning & Tax Strategist
Banque Nationale du Canada
Banque Nationale du Canada in Montreal seeks a Financial Planning Expert Advisor to act as a planner and tax specialist for Private Banking 1859 clients. You will deliver integrated financial plans and provide recommendations alongside advisors and tax professionals.You will analyze complex client situations, prepare projections (including retirement), and develop tools to help advisors become more autonomous and effective. The role emphasizes training, thought leadership, and collaboration.
#J-18808-Ljbffr
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Senior Financial Planning & Tax Strategist in Winnipeg, MB vacancy
- ...Desjardins Group in Montreal, QC, seeks a Senior Tax Advisor to lead complex tax strategies for clients within the Desjardins network... ...strategic initiatives. With six-plus years in taxation and financial planning, you will develop advanced tax guidance, support corporate...SeniorTax
- National Bank of Canada is seeking a Financial Planning Expert Advisor for the Business Banking and Private Banking... ...Montreal. You will act as a financial planner and tax specialist, guiding advisors, preparing integrated plans, and presenting recommendations to clients with...SeniorTax
National Bank of Canada
Winnipeg, MB1 hour ago - ...Quebec, Canada ), is seeking talent to fill the position of Senior Manager, Financial Planning, Costing & Internal Reporting. This job is full-time... ...from the first day of work Defined-contribution pension plan with generous employer participation from the first day of...SeniorPermanent employmentFull timeWork at officeRemote work
- ...relationship management, in-depth financial advice and exceptional client service. As a Senior Financial Planner, you’ll expertly... ...large portfolio and helping clients plan for today’s needs and tomorrow’s... ...in investment, estate, retirement, tax planning and credit planning to...SeniorTaxBank staffLocal areaFlexible hoursAfternoon shift
- Strengthen Wealthsimple financial plans through tax optimization, complex strategy modeling, and clear communication with advisors and clients. This hybrid team uses AI as an operating extension.The Senior Tax Planner supports Wealth Management clients by finding incremental...SeniorTax
Wealthsimple
Winnipeg, MB1 hour ago - National Bank of Canada is seeking a Senior Advisor for U.S. Tax Operations within the Tax activities team. You will lead regulatory and technology... ...define the scope of processes to optimise with proactive planning. You will model current and target processes, develop analysis...SeniorTax
National Bank of Canada
Winnipeg, MB1 hour ago - A career as a Senior Financial Planner within the Financial Planning Team at National Bank Financial (NBF) means acting as a trusted advisor to high-net-worth clients... ...financial planners, estate planning specialists, and tax advisors to support Investment Advisors and their...SeniorTaxLong term contractFlexible hours
National Bank of Canada
Winnipeg, MB1 hour ago $92k - $128k per year
...Position We’re looking for a Financial Analyst on our Robotics &Space... ...basis and Annual SRED Tax Return.Prepare monthly management... ...support managers to drive the planning process for the BU'sAnalyze data... ...with confidence and clarity to senior managementHigh level of professionalism...SeniorTaxWork at officeMDA Space
Winnipeg, MB1 hour ago- Bring advanced tax and estate planning expertise to RBC Family Office Services in Vancouver, supporting advisors and high-net-worth clients. This full-time position offers a 37.5-hour workweek.As a Financial Advisory Consultant, you will provide specialized guidance across tax...SeniorTaxFull timeWork at office
RBC
Winnipeg, MB1 hour ago - RBC Family Office Services in Montréal invites a seasoned tax, estate and financial planning professional to join the FAST team. You will advise RBC Wealth Management clients on complex tax and estate strategies for high-net-worth individuals and business owners. Requires CPA...SeniorTaxWork at office
RBC
Winnipeg, MB1 hour ago - Apply tax planning expertise to Scotiatrust’s complex estate, trust, and corporate matters from anywhere in Canada. Support wealth partners and colleagues through specialized guidance.The Senior Manager, Tax, Product & Planning provides tax support, company management experience...SeniorTax
Scotiabank
Winnipeg, MB1 hour ago - Elevate Behavox's financial strategy as a Senior FP&A Analyst. Utilize your expertise in SaaS forecasting and accounting within an impactful, high-autonomy role. At Behavox, your role involves owning the company’s financial model, translating data into actionable insights for...SeniorLong term contract
EngineersOfAI
Winnipeg, MB1 hour ago - Senior Financial Analyst - TaxWhat you are looking for: A closely connected culture A total rewards package meant to enhance your work-life... ...role is responsible for managing all Direct and Indirect Tax filings, reconciliations, lead and manage provincial and federal...SeniorTax
Rexall
Winnipeg, MB1 hour ago - Placements24 is seeking a Senior Tax Accountant for our Kimberley client, offering a hybrid work model with in-office collaboration and remote flexibility. The role covers corporate tax compliance, planning, and advisory services for a diverse client base in South Africa and...SeniorTaxWork at officeRemote work
Placements24
Winnipeg, MB1 hour ago - Shape financial planning and business performance analysis as a Senior Financial Analyst supporting Bayshore HealthCare’s operations in hybrid Mississauga.As part of Bayshore HealthCare, you will manage planning, reporting, and analytical tools supporting operational leaders...Senior
Bayshore HealthCare
Winnipeg, MB1 hour ago - Own advanced financial modelling and forecasting as a Senior FP&A Analyst supporting strategic decisions across Dye & Durham. Work closely with leaders and... ...pricing analysis, corporate transactions, and data-driven planning.Key Responsibilities: Manage annual budget...Senior
Dye & Durham Talent Team
Winnipeg, MB1 hour ago $90k - $110k per year
...shared expertise, and embrace innovation while holding each other accountable to our vision. We are excited to introduce a new Senior Financial Planning Analyst role within our Finance team. This net-new position reflects our continued investment in strengthening financial...SeniorFull timeCasual workWork at officeMonday to friday2 days per week1 day per weekXpera Risk Mitigation and Investigation Corp
Winnipeg, MB1 hour ago- Drive financial planning and analysis with BWXT Canada in Toronto or Cambridge, using advanced Excel and financial modeling expertise. This onsite role supports Commercial Operations.As Senior Financial Analyst, you will deliver accurate financial data for decision-making across...SeniorWork at office
BWX Technologies
Winnipeg, MB1 hour ago - Drive financial planning and analysis at Securitas Technology Canada using advanced Excel, forecasting, and financial modeling to clarify business performance.As Senior Financial Analyst, you will support budgeting, forecasting, long-range planning, and decision support. You...Senior
Securitas Technology Canada
Winnipeg, MB1 hour ago - Strategic financial analysis and budgeting define this full-time Senior Financial Analyst position, scheduled Monday to Friday for 35 hours weekly. Support associated... ...stakeholders.Key Responsibilities: Develop plans, reports, briefing notes, and program-specific policy...SeniorPermanent employmentFull timeMonday to friday
Toronto
Winnipeg, MB1 hour ago $90k - $110k per year
...expertise, and embrace innovation while holding each other accountable to our vision. We are excited to introduce a new Senior Financial Planning Analyst role within our Finance team. This net-new position reflects our continued investment in strengthening financial insight...SeniorFull timeCasual workWork at officeMonday to friday2 days per week1 day per weekXpera
Winnipeg, MB1 hour ago$110k - $140k per year
Join to apply for the Senior Manager, Financial Planning role at Common Wealth Retirement .Common Wealth Retirement provided pay range This... ...offering an award-winning digital platform that helps Canadians plan, save, and build reliable retirement income. We are driven...SeniorWork at officeFlexible hoursCommon Wealth Retirement
Winnipeg, MB1 hour ago- Advanced financial modeling and forecasting define this Senior Financial Planning Analyst position with Enerflex Ltd. in downtown Calgary.As a senior FP&A contributor, you will deliver accurate forecasts, insightful analysis, and streamlined reporting. You will coordinate regional...Senior
Enerflex Ltd
Winnipeg, MB1 hour ago - ...environment.The Opportunity: Our finance team is looking for a Senior Financial Analyst reporting to the Manager FP&A to join the team. You... ...of the week.How You'll Make an Impact: Lead the financial planning, budgeting, and forecasting processes for your assigned areas...SeniorWork at officeRemote work
West Coast Energy Systems
Winnipeg, MB1 hour ago - Workday, Inc. seeks a senior Value Manager to advise on corporate strategies and ROI for Financial Services clients. You will own conversations with executives, craft compelling business cases, and work with Sales, Solution Consultants, and Marketing to demonstrate Workday's...Senior
Workday, Inc.
Winnipeg, MB1 hour ago - Select how often (in days) to receive an alert:Title: Senior Manager, Tax, Product & Planning - Scotiatrust Requisition ID: 268590 Join a purpose driven... ...agreements, etc.The ability to read and interpret financial statements as well as personal, trust and corporate income...SeniorTax
Scotiabank
Winnipeg, MB1 hour ago - ...Our team is composed of experts in energy, tax, finance, government, and technology. We... ...people a lot of responsibility. Best of financial services & technology : We have brought... ...premiums for employees with a variety of plans on Aetna (nationwide) and Kaiser (WA and California...TaxRemote work
Crux Climate Inc.
Winnipeg, MB1 hour ago - ...Living was created to provide a more home-like experience in seniors housing and care. What began as a personal mission has grown into... ...and joy. Position SummaryWe are seeking a Senior Manager, Financial Planning & Analysis to lead planning, forecasting, and financial...SeniorLong term contractInternshipWork at officeWork from homeFlexible hours
Optima Living
Winnipeg, MB1 hour ago $140.84k - $187.32k per year
...our Experts, we would love to hear from you. Summary:As Senior Manager, Financial Planning & Analysis (FP&A), you will play a key leadership role... ...business decisions. Lead the development of annual operating plans and multi-year strategic financial outlooks across...SeniorWork from homeEnercare Inc.
Winnipeg, MB1 hour ago$115.6k - $163.2k per year
...discovery approach to wealth planning and protection to provide highly... ...and service to clients. Financial Planning team understands that... ...with complex planning needs. The Senior Regional Manager is responsible... ...opportunities.Develop long-term plans for own area and influence...SeniorLong term contractWork from homeThe Toronto-Dominion Bank (Canada)
Winnipeg, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Planning & Tax Strategist. Be the first to apply!
Related searches
- strategy consultant Winnipeg, MB
- communications strategist Winnipeg, MB
- senior disability case manager Winnipeg, MB
- senior hardware engineer Winnipeg, MB
- senior cook Winnipeg, MB
- amica senior lifestyles Winnipeg, MB
- senior building operator Winnipeg, MB
- senior project manager Winnipeg, MB
- senior communications Winnipeg, MB
- sr. IT support analyst Winnipeg, MB