Manager, Financial Planning - Greater Toronto Area

RFL Wealth is hiring a detail-oriented Financial Planner to support client-facing Financial Planners by building customized Financial Life Plans.We're looking for someone with deep familiarity with life insurance products, investment planning, strong financial planning acumen, an ...

+This is a full-time role for a Business and Wealth Transition Specialist located in the West District. The Specialist will develop and implement strategies to facilitate seamless business and wealth transitions for clients. · +Working closely with clients to understand their uni ...

This is a full-time hybrid role for a Financial Advisor located in the Greater Toronto Area, Canada, · with flexibility for partial remote work.The Financial Advisor will assist clients with financial planning, · designing retirement and investment strategies, · and offering expe ...

Metrolinx is connecting communities across the Greater Golden Horseshoe. · ...

We are looking for an experienced Senior Consultant to help business owners optimize their group benefits and corporate tax & estate structures. · ...

A Business Unit Support – Information Technology leader to guide a team in delivering business unit support and financial analysis. · Deliver financial reports and statements with varying time lines. · Conduct standard analysis in support of all relevant financial reports. · ...

This is a 3 month contract with permanent potential to lead the development of annual budgets and financial forecasts in collaboration with cross-functional teams. · ...

This is a 12 month contract with permanent potential · About this opportunity Lead the development of annual budgets and financial forecasts in collaboration with cross-functional teams Build and maintain financial models to support strategic planning and decision-making Develop ...

Accountable for financial reporting and planning analysis process development and internal control adherence. · ...

We're proud to be recognized as one of the 2024 Best Workplaces in the Financial Services and Insurance sector. · This is a salaried position with an annual short-term incentive plan bonus, strong benefits package and competitive pension plan. · Health Benefits Plan; · Defined be ...

This role involves designing and implementing financial planning solutions using IBM Planning Analytics to achieve project success as agreed with customers. The job requires high standards of professional communication. · Analysis and evaluation of business requirements through a ...

About Our ClientOur client is sourcing a Senior Financial Analyst for a six-month contract. · Support financial planning activities including budgets, outlooks and operational planning. · ...

We are searching for an experienced Senior Financial Leader to take on site-based leadership role for a well established mining operation in Ontario. · Degree in Finance Accounting or related discipline. · Professional accounting designation CPA or equivalent. · 10 years of progr ...

We are seeking a motivated Private Wealth Manager with a self-starter mentality to support our cross-border tax offerings. · This role offers an exceptional opportunity to deepen expertise in cross-border tax and wealth planning for high-net-worth individuals, · families and busi ...

Cardinal Point is seeking a motivated Private Wealth Manager with a self-starter mentality to support our cross-border tax offerings. · ...

Job summary: · We are seeking an experienced Finance Lead for a confidential client in the West GTA. · Responsibilities:Oversee day-to-day accounting functions · Ensure accurate financial reporting · ...

As a Certified Financial Planner professional you will develop networks to grow our client's client base raise awareness of the firm and their services within the education community increase investments from existing clients within your assigned territory and work closely with l ...

As an Investment Counsellor (IC) you will construct and implement customized solutions for high-net-worth (HNW) clients. · Build both internal and external networks to capitalize on business opportunities. · Create customized wealth management strategies for existing and potentia ...

We are looking for representatives who deliver an exceptional customer experience in every interaction they have. · ...

Join our team as a Remote Financial Coach and make a meaningful impact while growing your own business. We offer comprehensive training and mentorship, flexible work schedule – work remotely from anywhere, unlimited earning potential with a performance-based compensation structur ...