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FINANCIAL PLANNING SPECIALIST/SPÉCIALISTE EN PLANIFICATION FINANCIÈRE

Prepare comprehensive financial plans that meet clients specific needs in the areas of financial, investment, retirement, tax, risk management and estate planning. Personalize each financial plan to provide expert knowledge aroun...

CompanyRoyal Bank Of Canada
AddressQuebec
CategoryAccounting
Salary$91.6K–$116K a year
Job typeFull-time
Date Posted 2 months ago See detail

Financial Planning Specialist/Spécialiste en planification financière

Royal Bank Of Canada

Quebec

$91.6K–$116K a year

Prepare comprehensive financial plans that meet clients specific needs in the areas of financial, investment, retirement, tax, risk management and estate planning. Personalize each financial plan to provide expert knowledge aroun...

2 months ago seen See more...

Coordinator, Financial Planning

Teck Resources

Sparwood, BC

Be a courageous safety leader, adhere to and sponsor safety and environmental rules and procedures. Facilitate monthly updates to Business Unit financial forecast templates. Develop and maintain detailed schedules and status repor...

2 months ago seen See more...

Coordinator, Financial Planning

View Other Teck Resources Offers

Sparwood, BC

Be a courageous safety leader, adhere to and sponsor safety and environmental rules and procedures. Facilitate monthly updates to Business Unit financial forecast templates. Develop and maintain detailed schedules and status repor...

2 months ago seen See more...

Manager, Financial Planning & Analysis

Swim Recruiting

Burnaby, BC

Play a critical role in all aspects of Financial Planning, operational reporting, ad hoc financial/business analysis, funding analysis, project management and financial modeling. Managea team of two Senior Financial Analysts. Lea...

2 months ago seen See more...

Director - Financial Planning & Analysis

Kinross

Toronto, ON

Oversight and leadership of the annual budgeting and forecasting process, including alignment of an effective timeline and overall project plan, by working with Corporate teams (i.e. FP&A and Operations Strategy), and all stakehol...

2 months ago seen See more...

Manager - Financial Planning & Analysis

Kinross

Toronto, ON

Oversee and support the budget consolidation and forecast process by working with the sites to ensure submissions are timely and accurate and understanding the business drivers behind the budgeted results to assist in the presenta...

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Manager, Financial Planning

Rbc Royal Bank

Winnipeg, MB

Build an effective and adaptable team focused on building valuable relationships, providing a differentiated experience and advice capabilities. Champion sales management practices and lead in the implementation of strategic initi...

2 months ago seen See more...

Manager, Financial Planning

View Other Rbc - Royal Bank Offers

Winnipeg, MB

Build an effective and adaptable team focused on building valuable relationships, providing a differentiated experience and advice capabilities. Champion sales management practices and lead in the implementation of strategic initi...

2 months ago seen See more...

Merchandise Financial Planning Intern

Giant Tiger Stores Limited

Ottawa, ON

Competitive salary

Work Your Way - onsite full time, hybrid onsite, or fully remotely! Four-month, full-time, paid internship with vacation time included. 24/7 access to onsite gym;. Full-Service Cafeteria. Support in reviewing store plan across 221...

2 months ago seen See more...

Merchandise Financial Planning Intern

Giant Tiger Stores Limited

Ottawa, ON

Competitive salary

Work Your Way - onsite full time, hybrid onsite, or fully remotely! Four-month, full-time, paid internship with vacation time included. 24/7 access to onsite gym;. Full-Service Cafeteria. Support in reviewing store plan across 221...

2 months ago seen See more...

Scotiamcleod Senior Financial Planning Associate, Montreal

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Montreal, QC

Proactively supports the Financial Planning needs of the Advisor's assigned clients which include a deep discovery with the client to uncover goals and objectives, preparing, presenting the plan and working with the Advisor to imp...

2 months ago seen See more...

Senior Manager, Regulatory Costing - Financial Planning

View Other Cn Offers

Montreal, QC

Liaise with Canadian Pacific (CP) counterpart to present common front on matters of common interest Updating of Economic Indices and Rates Oversee the preparation of updated annual economic indices including the Volume Related...

2 months ago seen See more...

Scotiamcleod Senior Financial Planning Associate - London, ON

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London, ON

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. . Proactively supports the Financial Planning needs of the Advisor's assigned clients which includ...

2 months ago seen See more...

Director, Financial Planning and Analysis

View Other Brokerlink Insurance Offers

Toronto, ON

Flexible health and dental insurance benefits package. Personal Spending amount to invest in your healthy lifestyle. RRSP - Registered Retirement Savings Plan with Company matching. ESPP - Employee Share Purchase Plan (TSX:IFC) pr...

2 months ago seen See more...

Financial Planner, Investment and Retirement Planning

View Other Rbc - Royal Bank Offers

Newfoundland and Labrador

Full-time RBC employee status with unlimited earning potential and full benefits. Work with a dynamic, collaborative, progressive, and high-performing team. A world-class training program in financial services. Flexible work/life...

2 months ago seen See more...

Financial Planner, Investment and Retirement Planning

Rbc Royal Bank

St. John'S, NL

Full-time RBC employee status with unlimited earning potential and full benefits. Work with a dynamic, collaborative, progressive, and high-performing team. A world-class training program in financial services. Flexible work/life...

2 months ago seen See more...

Financial Advisor, Investment & Retirement Planning- Rockland Branch- Montreal- QC

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Montreal, QC

Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and Retirement Planning to customers . Be results-driven by taking a proactive approach to discovering ou...

2 months ago seen See more...

Specialist, Structured Financial Services (15 Months Contract)

View Other Tmx Offers

Toronto, ON

Administer Mortgage Backed Securities (MBS) and Title Custodial services for multiple issuers and Investors in accordance with company policy and procedure. Point of contact for assigned clients and Canada Mortgage and Housing Cor...

2 months ago seen See more...

Business Owner Specialist, Hnw Planning Services

View Other Rbc - Royal Bank Offers

Toronto, ON

Perform a thorough information gathering and discovery process to gain insight into the client's family, business circumstances, financial statements, existing trust and legal agreements, etc. Review the current situation taking i...

2 months ago seen See more...

STO-RE 27R - Land and Resource Specialist - Forest Landscaping Planning

Bc Public Service

Cranbrook, BC

Technical diploma in a natural resource management related field (e.g., Forestry, Geography, or Natural Resource Management) or an equivalent combination of education/training plus five (5) or more years' experience working in a n...

2 months ago seen See more...

LSO OTHR 3 - Land and Resource Specialist - Forest Landscape Planning

Bc Public Service

Cranbrook, BC

Registered, or immediately eligible for registration, as a fully licensed professional with the British Columbia professional association as required by the specialty area (i.e. Forest Professionals BC, BC Institute of Agrologists...

2 months ago seen See more...

Business Owner Specialist, HNW Planning Services

Rbc Royal Bank

Toronto, ON

Perform a thorough information gathering and discovery process to gain insight into the clients family, business circumstances, financial statements, existing trust and legal agreements, etc. Review the current situation taking i...

2 months ago seen See more...

Business Owner Specialist, HNW Planning Services

Rbc Royal Bank

Vancouver, BC

Perform a thorough information gathering and discovery process to gain insight into the clients family, business circumstances, financial statements, existing trust and legal agreements, etc. Review the current situation taking i...

2 months ago seen See more...

Financial and Regulatory Controls Specialist

Rbc Royal Bank

Toronto, ON

Contributes to and oversees the Front Office Supervisory Program with a focus on regulatory supervision requirements, Regulatory Reporting, Client Documentation and Operational Risk programs globally. Investigate external vendor &...

2 months ago seen See more...

Financial and Regulatory Controls Specialist

View Other Rbc - Royal Bank Offers

Toronto, ON

Contributes to and oversees the Front Office Supervisory Program with a focus on regulatory supervision requirements, Regulatory Reporting, Client Documentation and Operational Risk programs globally. Investigate external vendor &...

2 months ago seen See more...

Financial Advisor, Investment & Retirement Planning - North Road & Austin Branch

View Other Scotiabank Offers

Coquitlam, BC

Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and Retirement Planning to customers. Be results-driven by taking a proactive approach to discovering our...

2 months ago seen See more...

Financial Planner, Investment and Retirement Planning

View Other Rbc - Royal Bank Offers

Markham, ON

Full-time RBC employee status with unlimited earning potential and full benefits. Work with a dynamic, collaborative, progressive, and high-performing team. A world-class training program in financial services. Flexible work/life...

2 months ago seen See more...

Financial Advisor, Investment & Retirement Planning - Chilliwack Branch

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Chilliwack, BC

Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and Retirement Planning to customers. Be results-driven by taking a proactive approach to discovering our...

2 months ago seen See more...

Financial Advisor, Investment & Retirement Planning - Whitehorse, Yukon, Territory

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Whitehorse, YT

Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and Retirement Planning to customers. Be results-driven by taking a proactive approach to discovering our...

2 months ago seen See more...

Project Planning Specialist (Contract)

Teck Resources

Sparwood, BC

Be a courageous safety leader, adhere to and sponsor safety and environmental rules and procedures. Lead the integration of scheduling and planning activities with regulatory bodies, external consultants and Teck internal groups....

2 months ago seen See more...

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