...surround our dynamic public accounting firm. We're seeking a skilled Financial Planner to provide expert guidance to our diverse clientele. If you're... ..., Finance/Commerce, Economics or Statistics; master’s degree, CPA, or diploma in financial planning a plus
Minimum 3-5 years’...
Suggested
Full time
Flexible hours
Monday to Friday
Seeking a qualified Senior Financial Analyst with CPA certification for a 6-month contract role. Responsibilities include budget management, forecasting, financial reporting, variance analysis, profitability assessment, and financial modeling. Candidates will contribute to capital...
Suggested
Contract work
...195412
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
About the role As a Financial Advisor you are a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding...
Suggested
...05/03/2024
Address:
255 boul Sir Wilfrid Laurier
Provides financial and investment planning and advice to deliver a solution in the... ...designation preferred or one of the following:
Personal Financial Planner (PFP) designation,
Wealth Management Essentials (WME) +...
Suggested
Full time
Immediate start
...:
07/29/2024
Address:
3960 Brock Street North
Provides financial and investment planning and advice to deliver a solution in the... ...designation preferred or one of the following:
Personal Financial Planner (PFP) designation,
Wealth Management Essentials (WME) +...
Suggested
Full time
Immediate start
...As a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely... ...services
Diploma from the Institut Québécois de Planification Financière (IQPF) is requested or in process of obtaining the...
Suggested
Full time
Flexible hours
...Job Summary
Job Description
What is the opportunity?
As an RBC Financial Planner in the Tillsonburg Market you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances...
Suggested
Full time
Local area
Flexible hours
...units and functions, where you'll dive into the exciting realms of financial planning, shared services, and plant accounting with exposure to... ...enrolled or that have completed an accounting designation (CA, CPA, CMA, or CGA).
Skills: Advanced knowledge of Excel. Excellent...
Suggested
Full time
Relocation
...Job Summary
Job Description
What is the opportunity?
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long...
Suggested
Full time
Local area
Flexible hours
$48 - $50 per hour
Responsible for financial structuring, forecasting, and business analysis, ensuring compliance with regulatory frameworks. Proficient in creating complex financial models and interpreting statements, with a strategic focus on driving innovation and sustainability initiatives...
Suggested
...Analyste financier pour un stage CPA, poste permanent
Artemis Recrutement est présentement à la recherche d'un Analyste financier pour un de ses clients situé à Montréal. C'est une belle opportunité de carrière pour un candidat CPA désirant faire son stage au sein d'une...
Suggested
Permanent employment
Temporary work
Remote job
Internship
Flexible hours
2 days per week
Artemis Recrutement
Montréal, QC
a month ago
...mission is to help our Members on their financial journey regardless of where they are on this... ...too seriously.
As a Financial Planner:
You will be a part of the Wealth team... ...goals and tolerance for risk, our Financial Planners and Investment Specialists are skilled in...
Suggested
Full time
Remote job
Local area
Work from home
...Quebec Area of Interest: Advisory services, Personal banking As a financial planner, you will play an important role with your clients. Through... ...servicesDiploma from the Institut Québécois de Planification Financière (IQPF) is requested or in process of obtaining the...
Suggested
Permanent employment
Full time
Contract work
Part time
Flexible hours
...your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.
You... ...Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.
~ Proven networking, client acquisition...
Suggested
Local area
Flexible hours
...Financial Planner Assistant
Our company is growing rapidly and is hiring a Financial Planner Assistant. If you are looking for an exciting place to work, please look at the description below.
This position is an advisor support position that provides technical support...
Suggested
...Contrôleur financier CPA
Mon client une compagnie qui existe depuis plus de 30 ans et est un leader de la fabrication en enveloppe du bâtiment et vitrerie près de Longueuil cherche un contrôleur comptable. Ils sont plus d'une centaine d'employés. C'est pour gérer...
Permanent employment
Full time
Remote job
...Requisition ID: 196444
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass...
Full time
Financial Planner
Due to our exceptional growth, we are looking for individuals to join our success story as Financial Advisors in Markham, Ontario.
The Profession
The role of a financial services advisor involves meeting with people to put a plan in place with risk...
Immediate start
...your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.
You... ...Planning (PFP®) designation, and/or the Certified Financial Planner (CFP®) designation.
~ Proven networking, client acquisition...
Local area
Flexible hours
...your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.
You... ...Planning (PFP®) designation, and/or the Certified Financial Planner (CFP®) designation.
~ Proven networking, client acquisition...
Local area
Flexible hours
...*What is the opportunity?* As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing... ...advice and solutions that help clients achieve their long-term financial goals. *What will you do?* * Provide tailor-made financial...
Full time
Flexible hours
...What is the opportunity?
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing... ...advice and solutions that help clients achieve their long-term financial goals.
What will you do?
Provide tailor-made financial...
Full time
Flexible hours
...Requisition ID: 193017
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Financial Planner
Are you a seasoned advisor, the expert in investment and retirement planning for your customers? Our Financial Advisor...
Full time
...Job Family Group:
Retail Banking Sales & Service
Provides financial and investment planning and advice to deliver a solution in the... ...or working towards one of the following:
Personal Financial Planner (PFP) designation,
Wealth Management Essentials (WME) + Financial...
Full time
Contract work
Part time
Immediate start
...What is the opportunity?
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and... ...advice and solutions that help clients achieve their long-term financial goals.
What will you do?
Provide tailor-made financial planning...
Full time
Flexible hours
...de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur un ensemble... ...What is the opportunity?
As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment...
Full time
Flexible hours
...Story Behind the Need:
• Business Group: IWM Advisor & Client Solutions
• Project: The Financial / Investment Planner– Wealth Transformation collaborates with cross-functional teams globally to define and implement business strategies, product roadmaps, and service offerings...
Contract work
Work experience placement
...de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur un ensemble... ...What is the opportunity?
As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment...
Full time
Flexible hours
$50 per hour
As a Financial Analyst specializing in the treatment of financial transactions, you will lead cross-functional teams in assessing various financial... ...field; Master's degree or professional certification (e.g., CFA, CPA) preferred.
- Experience: Minimum of 3 years of experience in...
Contract work
...Overview:
We are seeking a Senior Account Manager & Certified Financial Planner (CFP) who is both selfmotivated and resultsdriven. The ideal... ...Requirements
What the Successful Candidate Will Have:
CPA & CFP Designation.
At least 5 years of postdesignation experience...
Full time