Recommend an appropriate asset mix model for a client's circumstances, income needs, and return expectations, selecting securities in accordance with the firm's views that fulfill clients' objectives, regularly monitoring portfolios an[...]
Job SummaryJob Description**This is an opportunity for candidates to express their interest for future positions in Montreal**What is the opportunity?Do you thrive in working in an interactive team environment? Are you a quick learner?[...]
As a trusted Finance Business Partner, you will be a fundamental contributor to our Fleet IoT Telematics Portfolio. You will play a key role in enabling portfolio's financial forecasting, budgeting and processes to support the organiza[...]
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CFP designation preferred or one of the following:Personal Financial Planner (PFP) designation,Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),Financial Planning I & II [...]
evaluating success against revenue targets, and taking action as required.Complete weekly/monthly sales and market reports and work closely with CCGF to ensure proper risk oversightWhat do you need to succeed? Must-Have5+ years' experi[...]
Mennonite Economic Development Associates (MEDA) invites applications for a Senior Director, Corporate Finance & Risk to join our dedicated and talented Finance team in our mission to create business solutions to poverty! MEDA’s work[...]
À titre de chef d'équipe senior, Stratégie et exécution des transactions, au sein d'EY Parthenon, vous contribuerez à rendre cela possible. Vous serez un membre important de notre équipe diversifiée et expérimentée, et travail[...]
Optimizes returns and capital on assigned portfolioProvides clients strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understandin[...]
We value and welcome innovative ideas and invite you to leverage your creativity. As a Senior Financial Analyst, you will be responsible for business partnering with the Pharmacy and Virtual Pharmacy lines of businesses at TELUS Health[...]