Senior Financial Planning Specialist

5 hours ago


Chelmsford, Essex, United Kingdom Scotiabank Full time

At Scotiabank, we are seeking a highly motivated Senior Financial Planning Specialist to join our team.

About the Role

What You Will Be Doing

  • Developing and implementing comprehensive financial plans for clients in Canada.
  • Educating clients on investment strategies and solutions.
  • Nurturing long-term relationships with clients.
  • Meting sales targets and contributing to the growth of our business.

Requirements

  • Bachelor's degree in Finance or related field.
  • Mutual Funds license and CIFP diploma.
  • Proven sales track record and ability to meet targets.

What We Offer

  • A competitive salary range of $70,000 - $100,000 per year, based on experience.
  • A comprehensive benefits package.
  • Ongoing training and development opportunities.

Location

Canada: Ontario: Chelmsford, Sudbury



  • Chelmsford, Essex, United Kingdom Recruit UK Ltd. Full time

    Job Title: Financial Planning AdministratorIndustry: Financial ServicesLocation: Chelmsford, EssexSalary: Up to £30,000 per annumAbout the RoleWe are seeking a highly skilled and experienced financial planning administrator to join our team in Chelmsford. As a key member of the team, you will work closely with our financial planners to deliver expert advice...


  • Chelmsford, Essex, United Kingdom Robertson Bell Full time

    Key Responsibilities:Provide advanced financial planning, modelling, and analysis to support strategic decision-making.Develop and maintain financial models to evaluate development proposals and assess financial viability.Support the Finance team in preparing and analysing development proposals, budgets, and forecasts.Collaborate with senior managers to...


  • Chelmsford, Essex, United Kingdom Investigo Limited Full time

    Opportunity to Join a High Growth PE Backed BusinessWe are seeking an experienced Financial Planning and Analysis (FP&A) specialist to join our team as Finance Business Partner. The ideal candidate will have a strong analytical background, excellent communication skills, and the ability to work closely with cross-functional teams.This is an exciting...


  • Chelmsford, Essex, United Kingdom Finlink Ltd Full time

    Job Title: Senior Financial ConsultantAbout the Role:Finlink Ltd is seeking a highly skilled Senior Financial Consultant to join their team in Essex. As a Senior Financial Consultant, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals.Key Responsibilities:Provide financial advice to...


  • Chelmsford, Essex, United Kingdom REACH INTERNATIONAL INC Full time

    Senior Financial Auditor Job OpportunitySalary Range: £65,000 - £80,000 per annumBased in Chelmsford, Essex, we are recruiting for a Senior Financial Auditor to join our team.About the JobThis role involves supervising financial reporting and statutory filing and compliance assurance engagements of clients.You will oversee multiple concurrent engagements...


  • Chelmsford, Essex, United Kingdom ACS Automotive Recruitment Consultancy Full time

    Job Description:Manage the accounts department team and financial operationsWork closely with the Directors to advise on financial affairsPrepare and complete monthly management accountsPerform bank reconciliations and maintain accurate cashflow forecastsManage and oversee the sales and purchase ledgerAccurate data reporting to managementProvide accurate...


  • Chelmsford, Essex, United Kingdom Recruit UK Ltd. Full time

    Job Title: Senior Financial AdministratorLocation: Chelmsford, EssexSalary: Up to £30,000About the CompanyWe are a leading provider of financial services in the UK, with a reputation for delivering exceptional client service.Job DescriptionThe successful candidate will have previous experience working as a financial planning administrator and excellent...


  • Chelmsford, Essex, United Kingdom Aston Charles Full time

    Company Overview: We are partnering with a world-leading insurance company seeking a Senior Professional Indemnity Underwriter.This role is fully home-based, with occasional face-to-face team meetings in a regional office.The company provides innovative insurance solutions and insures risks that others can't.You'll work within the specialist Financial Lines...


  • Chelmsford, Essex, United Kingdom Agricultural Recruitment Specialists Ltd Full time

    Join our team as a Senior Financial Assistant:">We are seeking an experienced Senior Financial Assistant to join our team. In this role, you will be responsible for managing financial accounts, preparing financial reports, and carrying out various accounting tasks.


  • Chelmsford, Essex, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Senior Financial Manager RoleWe are seeking a detail-oriented and experienced Finance Manager to join our finance team in the UK. You will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports, forecasts, and budgets for management...


  • Chelmsford, Essex, United Kingdom Aon Full time

    Aon is currently seeking a skilled Financial Lines Specialist to join their team in Chelmsford. As a Financial Lines Specialist, you will be responsible for handling claims from first notification to resolution, negotiating with clients and underwriters, and analysing data to identify trends. This is a fantastic opportunity to work in a dynamic and inclusive...


  • Chelmsford, Essex, United Kingdom FLIR Systems, Inc. Full time

    We are seeking a skilled Financial Data Specialist to join our team at FLIR Systems, Inc. as an Accountancy and Payroll Clerk.About the RoleThis is a key position that plays a vital role in the smooth operation of our payroll department. As a Financial Data Specialist, you will be responsible for ensuring accurate and timely data input into our ADP iHCM...


  • Chelmsford, Essex, United Kingdom Strutt & Parker LLP Full time

    Job Title: Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at Strutt & Parker LLP. This is an exciting opportunity for an experienced payroll professional to work on complex financial operations, including bank reconciliations, BACS payment files, and payroll functions.The ideal candidate will...


  • Chelmsford, Essex, United Kingdom beBee Professionals Full time £35,000 - £50,000

    We are looking for a Financial and Contractual Specialist to join our construction team at beBee Professionals. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity requirements.Monitor construction...

  • Financial Controller

    3 months ago


    Chelmsford, Essex, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Chelmsford, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and...


  • Chelmsford, Essex, United Kingdom Hammond Clarke Full time

    Job OverviewHiring for a Senior Arboricultural Specialist at Hammond Clarke, with an estimated annual salary of £80,000 - £110,000. This role involves leading the provision of arboricultural services to clients across the UK.This is an opportunity to co-lead the delivery and development of arboricultural services, including specialist planning advice;...


  • Chelmsford, Essex, United Kingdom Essex County Council Full time

    About the Role:Essex County Council seeks a highly skilled and experienced Senior Arboricultural Specialist to join its multi-disciplinary consultancy team. The ideal candidate will have a strong background in arboriculture, with expertise in development management and planning policy, legislation, and enforcement standards and guidance.Main...

  • Financial Director

    3 months ago


    Chelmsford, Essex, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Chelmsford, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and...


  • Chelmsford, Essex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    ResponsibilitiesResearching and analyzing investment funds and financial products to meet client objectives.Reviewing asset allocation for investment and pension holdings.Creating financial cashflow forecasts to demonstrate clients’ current and future financial position.Preparing financial plans outlining clients’ current position, goals, and...


  • Chelmsford, Essex, United Kingdom The Recruiter Ltd Full time

    The Recruiter Ltd is seeking a skilled Insurance Administrator to join their team as a Financial Exposure Reviewer. In this role, you will be responsible for reviewing potential financial exposures and delivering key performance targets.Responsibilities:Review potential financial exposures and delivery of key performance targets.Develop and maintain clear...