The Financial Analyst will be responsible for providing financial planning and analysis and reporting to support assigned business partners in understanding the financial performance of their operations, making business decisions, as w[...]
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 [...]
Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. Builds a high-performance environment and implements a people strategy that attracts, retains, develops and motivates the[...]
Manager, Financial Planning and AnalysisBusiness PlanningVancouver, BCReporting to the Director, Business Planning Corporate, the Manager, Financial Planning & Analysis plays a critical role in all aspects of financial planning, operat[...]
due diligence, deal execution, portfolio management and management reporting for existing and future private equity funds/programs managed on behalf of institutional and private wealth clients. The individual will partner with the Head[...]
Working with clients to understand their business environment and requirements Facilitating and documenting client meetings and workshops Managing client and key stakeholders' expectations to help build and sustain long-term relationsh[...]
Other locations
As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative [...]
The Senior Financial Analyst will be responsible for providing accounting, financial, and analytical support, focusing on monthly financial reporting, analysis, budgeting, forecasting, and year-end activities. Duties & Responsibilities[...]