Reporting to the Manager of Financial Planning and Analysis, you will assist in in the effective delivery of financial plans, management reporting analyses including variance and risk analyses, performance metrics, and other decision support information, consistently meeting the expectations of s...
The Development Manager is a key player in all phases of the real estate development process, including site selection, feasibility studies, financial analysis, and forecasting, high-level conceptual planning and design, permitting and approvals, and project management. The Real Estate and Develo...
CERTIFIED FINANCIAL PLANNER® (CFP®) certification or an equivalent financial planning designation, together with a minimum of three years post-designation experience using financial planning software. Odlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited (Odlu...
Odlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited (Odlum Brown) that provides financial planning, retirement, tax and estate planning, and insurance products exclusively to Odlum Brown clients.Anchored in our purpose to help clients achieve their financial...
We have an opportunity for a Financial Planning and Training Specialist to join our award-winning firm in the Vancouver office. You will help lead the training of Financial Planners that are embedded within advisory teams on financial planning and projection software. Build on existing resources ...
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As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. Prepare comprehensive financial plans that meet cl...
Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions. Financial Planning Designation (PFP®, QAFP™ or CFP®). Minimum 2 years’ experience in fi...
Key Responsibilities: Financial Planning and Analysis : Lead the financial planning and analysis function, including the annual budgeting process, long-term strategic planning, and monthly forecasting. The Manager, Financial Planning and Analysis reports to the Executive Director Finance and lead...
Analyzing financials to drive performance management, planning cycles, and resource allocation across the Consumer Business Group. Performing financial analysis, identifying actions and catalyzing decision-making to meet financial and operating targets. Leading short-and long-term forecasting, pl...
Reporting to the Director, Business Planning Corporate, the Manager, Financial Planning & Analysis plays a critical role in all aspects of financial planning, operational reporting, ad hoc financial/business analysis, case costing, funding analysis, project management and financial modeling. The ...
Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutions. Be passionate about financial sales as well as delivering trusted financial advi...
Strong technical proficiency with advanced skills in Excel for financial modeling and data manipulation, financial planning software and analytics tools. Manager, Financial Planning and Product Analytics. Develop and manage budgets, forecasts and financial models to support strategic planning and...
As the Manager of the Financial Planning team, you will be responsible for the team that supports our self-directed Premium and Generation clients with their financial planning needs. This is not a traditional financial planning team. We are the first company in Canada to proactively provide fina...
Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions. Financial Planning Designation (PFP®, QAFP™ or CFP®). Minimum 2 years' experience in fi...
You will leverage a broad strategic mindset, excellent executive presence, and strong financial planning process & systems experience. Financial Planning and Forecasting. Lead the development of strategic and operational financial plans for the business, including standardization and automation o...
The Corporate Senior Financial Analyst provides financial planning and financial management for specific services or programs that are provincial in scope or cross over agencies, for example the Cardiac Program. Working in consultation with corporate and agency operational staff, provides financi...
In this role, you will assist with the day-to-day IT Expense accounting function and preparation of monthly financial reporting, analysis of financial information to assist the management team in decision-making, focusing on reporting and analysis of all spend enable focus on impactful, strategic...
And this is where you come in… Reporting to the Head of Financial Planning & Analysis, the. Manager, Financial Planning & Analysis. Experience with Adaptive Insights or similar cloud-based financial planning/reporting tool is preferred. Experience integrating entities into financial reporting and...