Financial Planning Specialist

About the RoleAs an Investment Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals while leveraging our extensive resources and expertise. If you have a passion for financial planning and portfolio management, this role may be an excellent fit for you.

About Scotiabank">Scotiabank is a leading bank in the Americas, guided by our purpose: for every future. We value diversity and inclusion, and are committed to creating an accessible environment for everyone.">About the Role">We are seeking a Senior Financial Advisor to join our team at Scotiabank. As a key member of our organization, you will play a...

Royal Bank of Canada is seeking an experienced Financial Career Specialist to join their team. This is a full-time position with a competitive salary and benefits package.The ideal candidate will have at least 2 years of experience in financial planning, a mutual funds license, and a financial planning designation. They should also be proficient in digital...

Job Summary:The Senior Accountant - Financial Reporting will be responsible for leading the organization's financial planning and accounting practices, as well as its relationships with lending institutions and the financial community. This role requires a strong understanding of financial analysis, budgeting, and internal control procedures.Key...

We are seeking a highly motivated Sales and Customer Experience Professional to promote our financial products and services in your community.Key Benefits$25-$35 per hour market competitive pay rate, estimated annual salary $52,000 - $72,000 based on 40 hours/weekEarn up to 5% of the store's profits for exceeding targetsMomentum Financial Services Group is...

**Financial Services Role:**Royal Bank of Canada is seeking a highly motivated RBC Financial Solutions Specialist to join our team. In this role, you will be responsible for providing expert financial planning advice and solutions to clients within the Windsor market.Your primary goal will be to help clients achieve their long-term financial goals through...

Job DetailsAs Group Tax Manager, you will play a critical role in ensuring the group's tax position is optimised and compliant with international tax laws and regulations. You will work closely with the CFO and Group Financial Controller to develop and implement tax strategies, manage tax risks and ensure timely and accurate filing of tax returns.Main...

Job OverviewWe are seeking a highly skilled and detail-oriented Workflow Business Analyst to join our dynamic team at Neilson Financial Services Limited.The successful candidate will provide insights and recommendations for improving lead management, lead nurturing, and sales performance.Based in Windsor, the role offers a hybrid working arrangement with 3...

Unlock Career OpportunitiesWe're always looking for ways to push for better health outcomes at Green Shield. As a leading not-for-profit social enterprise, we bring worlds of coverage and care together in one place. Our mission is to create better health for all Canadians, starting with our employees.The role of Financial Analyst plays a pivotal part in this...

Job Title: Financial Collections SpecialistEstimated salary £18-25 per hour.We are seeking an experienced Credit and Bookkeeping Professional to join Holden Jones. The successful candidate will be responsible for bringing credit control in-house, combined with some accounting duties that tie in with year-end preparation.Key Responsibilities:Chase overdue...

Are you a results-driven professional looking for a new challenge? Do you have a passion for business development and a proven track record of success in the financial industry?We are seeking an experienced Business Development Specialist to join our team at the National Bank of Canada. In this role, you will be responsible for growing a portfolio of...

About the JobWe are seeking a skilled Banking Services Specialist to join our team. As a Senior Financial Advisor, you will be responsible for providing expert guidance to our customers, helping them make informed financial decisions, and developing customized solutions to meet their unique needs.Key Responsibilities:Conduct in-depth analyses of customer...

Job Description:We are seeking an experienced Senior Quantity Surveyor to lead the financial management of various projects at CV Library. This role involves overseeing cost management, contract administration, and financial reporting to ensure project delivery within budget and in accordance with contractual obligations.Key Responsibilities:Cost Management:...

**Job Description:**We are looking for an experienced Wealth Planning Expert to join our team at Royal Bank of Canada. As a Wealth Planning Expert, you will play a critical role in helping clients achieve their long-term financial goals.Your main responsibility will be to create custom investment solutions for prospective and existing clients within the...

About UsAt Neilson Financial Services, we believe in offering our customers straightforward life insurance and helping families put financial protection in place for their loved ones. We have evolved from our origins in the UK to become an international operation with offices worldwide.This role requires a hands-on individual with a desire to understand...

Job DescriptionTax Planning and Compliance: Ensure timely and accurate filing of all tax returns across the group's operations in the UK, Canada, and Australia, compiling necessary information and assisting in the preparation and submission.Research and Advice: Conduct research into the impact on the Group tax position of various business initiatives,...

About the RoleAs a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals. With a strong focus on delivering exceptional service, you will take a proactive approach to understanding customer needs and provide tailored advice to help them succeed.Responsibilities:Develop and implement comprehensive financial...

About Rd Financial Recruitment LtdRd Financial Recruitment Ltd is seeking a highly skilled Accountant to join their esteemed client’s team in Windsor. This opportunity is perfect for those who are eager to gain invaluable experience and progress in their professional accounting qualifications.The successful candidate will have the chance to work with...

This is a hybrid position, with 3 days per week based from our office. At Neilson Financial Services Limited, we help families put financial protection in place for their loved ones.We are a Life insurance provider who offers a wide range of first-class life insurance products via multiple direct brands and corporate partnerships. We believe in offering our...

About the RoleWe are looking for a skilled Branch Support Specialist to join our team as a Branch Office Administrator (BOA). In this role, you will play a critical part in helping clients achieve their financial objectives by providing administrative support to Financial Advisors.Your key responsibilities will include:Managing client interactions and...