32 Financial Planning jobs in Canada
Job No Longer Available
This position is no longer listed on WhatJobs. The employer may be reviewing applications, filled the role, or has removed the listing.
However, we have similar jobs available for you below.
Financial Planning Specialist
Posted today
Job Viewed
Job Description
Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.
À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu’ils sont et ce qu’ils font.
Pour en savoir plus sur la Banque CIBC, visitez le site .
Tâches du titulaire
Vous rejoindrez la Banque CIBC (Inséres le nom LOB). Vous gérerez et ferez croître un portefeuille de clients ayant des besoins complexes en offrant une gestion relationnelle attitrée, un soutien complet en services financiers et un service à la clientèle exceptionnel. À titre de planificateur financier principal (expert en services financiers au Québec), vous mettrez en œuvre l’approche de Service Impérial CIBC en assumant la responsabilité d’un vaste portefeuille et en aidant les clients par une planification qui répondra à leurs besoins actuels et favorisera l’atteinte de leurs objectifs. Vous donnerez du mentorat en résolution de problème à une équipe de conseillers, et prodiguerez des conseils financiers exhaustifs grâce auxquels vos clients pourront assurer leur avenir, accéder à la propriété et faire croître leur entreprise.
Comment réussir
Vos attributs
Ce que la Banque CIBC vous offre
À la Banque CIBC, notre personnel est notre actif le plus précieux. Vous ferez partie d’une collectivité diversifiée qui reconnaît les talents uniques de chacun et donne aux équipes l’autonomie requise pour faire tout le nécessaire pour nos clients de la meilleure façon qui soit. En tant que membre de notre équipe, vous pourrez:
Ce que la Banque CIBC vous offre
À la Banque CIBC, vos objectifs sont une priorité. En fonction de vos forces et de vos ambitions en tant qu’employé, nous nous efforçons de créer des occasions qui vous permettront d’exploiter votre potentiel. Notre objectif est de vous offrir une carrière, pas uniquement un chèque de paie.
Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant un salaire concurrentiel, une rémunération au rendement, des avantages bancaires, l’adhésion à un programme d’avantages sociaux*, à un régime de retraite à prestations déterminées* et à un régime d’achat d’actions par les employés, des vacances, du soutien pour votre bien-être et Créateur de moments, notre programme social de reconnaissance basé sur des points.
Grâce à nos espaces et à nos outils technologiques, il devient facile de réunir les grands esprits pour créer des solutions novatrices qui améliorent les choses pour nos clients.
Nous favorisons une culture qui encourage l’expression de vos ambitions au moyen d’initiatives comme la journée Raison d’être, une journée de congé payé dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement.
* Sous réserve des modalités du régime et du programme
Ce que vous devez savoir
La Banque CIBC s’est engagée à créer un milieu de travail intégrateur où tous les membres de l’équipe et les clients se sentent à leur place. Nous recherchons des candidats dotés d’un large éventail de compétences et offrons une expérience accessible aux candidats. Si vous avez besoin d’une solution d’adaptation, écrivez à .
Vous devez être légalement admissible à travailler au Canada dans les lieux précisés ci-dessus et, s’il y a lieu, détenir un permis de travail ou d’études valide.
Nous pourrions vous demander de remplir une évaluation fondée sur les attributs et d’autres tests de compétences (comme la simulation, la programmation, la maîtrise du français, MS Office). Notre objectif pour le processus de demande est d’en apprendre davantage sur vous et sur tout ce que vous avez à offrir, et de vous donner l’occasion d’en apprendre davantage sur nous.
Lieu de travail
Vancouver-1055 Dunsmuir-2500Type d’emploi
PermanentHeures de travail hebdomadaires
37.5Compétences
Financial Planning, Pensée analytique, Plan financier, Planification de la retraite, Planification des objectifs, Planification financière holistique, Travailler de manière collaborativeFinancial Planning Consultant
Posted today
Job Viewed
Job Description
Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.
À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu’ils sont et ce qu’ils font.
Pour en savoir plus sur la Banque CIBC, visitez le site .
Tâches du titulaire
En tant que membre de l’équipe Services bancaires personnels et PME, vous gérerez et développerez un portefeuille de clients complexes par l’intermédiaire de pistes personnelles, vous fournirez une gestion individualisée, des conseils financiers approfondis et un service client exceptionnel. À titre de planificateur financier principal (expert en services financiers au Québec), vous mettrez en œuvre l’approche de Service Impérial CIBC en assumant la responsabilité d’un vaste portefeuille et en aidant les clients par une planification qui répondra à leurs besoins actuels et favorisera l’atteinte de leurs objectifs. Vous donnerez du mentorat en résolution de problème à une équipe de conseillers, et prodiguerez des conseils financiers exhaustifs grâce auxquels vos clients pourront assurer leur avenir, accéder à la propriété et faire croître leur entreprise.
Comment réussir
Vos attributs
Ce que la Banque CIBC vous offre
À la Banque CIBC, vos objectifs sont une priorité. En fonction de vos forces et de vos ambitions en tant qu’employé, nous nous efforçons de créer des occasions qui vous permettront d’exploiter votre potentiel. Notre objectif est de vous offrir une carrière, pas uniquement un chèque de paie.
Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant une rémunération concurrentielle, des avantages bancaires, l’adhésion à un programme d’avantages sociaux*, à un régime de retraite à prestations déterminées* et à un régime d’achat d’actions par les employés, des vacances, du soutien pour votre bien-être et Créateur de moments, notre programme social de reconnaissance basé sur des points.
Grâce à nos espaces et à nos outils technologiques, il devient facile de réunir les grands esprits pour créer des solutions novatrices qui améliorent les choses pour nos clients.
Nous favorisons une culture qui encourage l’expression de vos ambitions au moyen d’initiatives comme la journée Raison d’être, une journée de congé payé dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement.
* Sous réserve des modalités du régime et du programme
Ce que vous devez savoir
La Banque CIBC s’est engagée à créer un milieu de travail intégrateur où tous les membres de l’équipe et les clients se sentent à leur place. Nous recherchons des candidats dotés d’un large éventail de compétences et offrons une expérience accessible aux candidats. Si vous avez besoin d’une solution d’adaptation, écrivez à .
Vous devez être légalement admissible à travailler au Canada dans les lieux précisés ci-dessus et, s’il y a lieu, détenir un permis de travail ou d’études valide.
Nous pourrions vous demander de remplir une évaluation fondée sur les attributs et d’autres tests de compétences (comme la simulation, la programmation, la maîtrise du français, MS Office). Notre objectif pour le processus de demande est d’en apprendre davantage sur vous et sur tout ce que vous avez à offrir, et de vous donner l’occasion d’en apprendre davantage sur nous.
Lieu de travail
OttawaType d’emploi
PermanentHeures de travail hebdomadaires
37.5Compétences
Consultation financière, Expérience client (CX), Pensée analytique, Planification de l'investissement, Planification de la retraite, Produits d'investissements, Service client, Travailler de manière collaborativeFinancial Planning Analyst
Posted today
Job Viewed
Job Description
Description du poste
L'analyste financier, planification financière, participera à la préparation et à la consolidation de prévisions mensuelles précises et opportunes, de budgets et de plans stratégiques pour les projets en cours et à venir.
Répartition hebdomadaire des rôles et des responsabilités :
Semaine 1) Examen de la situation réelle par rapport aux prévisions
Semaine 2) Actualiser les prévisions pour l'ensemble de l'année
Semaine 3) Préparation de tous les dossiers pour la fin du mois suivant
Semaine 4) Travail ad hoc tel que les demandes de subventions gouvernementales, les demandes S&ED, les paquets de taux annuels, etc.
- Préparer les prévisions de trésorerie mensuelles
- Préparer les prévisions trimestrielles pour les frais généraux et les rapports mensuels pour expliquer les écarts par rapport aux chiffres réels.
- Appuie les déclarations de RS&DE, les prévisions trimestrielles et les audits.
- Assurer la gestion de la planification du capital et la prévision et le suivi mensuels des dépenses d'investissement.
- Préparer le budget annuel pour les flux de trésorerie, les frais généraux, la RS&DE et les dépenses d'investissement.
- Soutenir les plans stratégiques
- Effectuer des analyses et des modélisations financières ad hoc, selon les besoins.
Compétences
Prévisions, planification et analyse financières, budgétisation
Compétences et qualifications supplémentaires
Bac en comptabilité
Titre de CPA
Bilingue en français et en anglais
Expérience en planification financière, prévision, budget et P&L
IFRS, SRED, CAPEX, gestion des coûts
Description
The Financial Analyst, Financial Planning will assist in the preparation and consolidation of timely and accurate monthly forecasts, budgets and strategic plan for their current and upcoming projects.
Weekly break down or roles and responsibilties :
Week 1) Review actutal vs forecast
Week 2) Refresh full year forecast
Week3) Prepare all files for the followig month end
Week 4) Adhoc work such as government grant claims, S&ED claims, annual rate packages etc
• Prepares monthly cash flow forecast
• Prepares quarterly forecast for overhead and monthly reports to explain variances vs actuals
• Supports SR&ED filings, quarterly forecasts and audits
• Performs capital planning management and monthly CAPEX forecasting/monitoring
• Prepares yearly budget for Cash flow, OH, SR&ED and Capital Expenditures
• Supports Strategic plans
• Performs ad-hoc financial analysis and modeling as required
Skills
Forecasting,financial planning and analysis,Budgeting
Additional Skills & Qualifications
Bac in Accounting
CPA designation
Bilingual in French and English
Experience in financial planning forecasting , budget and P&L
IFRS, SRED, CAPEX, Cost Management
Pay and Benefits
The pay range for this position is $30.00 - $45.00/hr.
Workplace Type
This is a hybrid position in Kirkland,QC. À propos d'Aston Carter:
Aston Carter fournit des solutions de talent de classe mondiale à des milliers de clients à travers le monde. Spécialisés dans la comptabilité, la finance, les ressources humaines, l’acquisition de talents, la chaîne d’approvisionnement et certaines professions administratives, nous étendons les capacités des entreprises à la pointe de l'industrie. Nous nous appuyons sur notre profonde expertise en matière de recrutement et sur notre réseau expansif pour répondre aux besoins évolutifs de nos clients et de notre communauté de talents avec agilité et excellence. Avec des bureaux aux États-Unis, au Canada, en Asie-Pacifique et en Europe, Aston Carter est au service d’un grand nombre d’entreprises du Fortune 500. Nous sommes fiers d’avoir remporté le double diamant ClearlyRated Best of Staffing pour notre service aux clients et aux talents.
Aston Carter est un employeur souscrivant au principe de l’égalité des chances et accepte toutes les candidatures sans tenir compte de la race, du sexe, de l’âge, de la couleur, de la religion, des origines nationales, du statut d’ancien combattant, d’un handicap, de l’orientation sexuelle, de l’identité sexuelle, des renseignements génétiques ou de toute autre caractéristique protégée par la loi.
Si vous souhaitez faire une demande d’accommodement raisonnable, tel que la modification ou l’ajustement du processus de demande d’emploi ou d’entrevue à cause d’un handicap, veuillez envoyer un courriel à Numéro du permis d'agence de placement de personnel : AP- (Canada – Québec) Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the ., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Numéro du permis d'agence de recrutement de travailleurs étrangers temporaires : AR- (Canada – Québec)
Financial Planning Consultant
Posted today
Job Viewed
Job Description
Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.
À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu’ils sont et ce qu’ils font.
Pour en savoir plus sur la Banque CIBC, visitez le site .
Tâches du titulaire
En tant que membre de l’équipe Services bancaires personnels et PME, vous gérerez et développerez un portefeuille de clients complexes par l’intermédiaire de pistes personnelles, vous fournirez une gestion individualisée, des conseils financiers approfondis et un service client exceptionnel. À titre de planificateur financier principal (expert en services financiers au Québec), vous mettrez en œuvre l’approche de Service Impérial CIBC en assumant la responsabilité d’un vaste portefeuille et en aidant les clients par une planification qui répondra à leurs besoins actuels et favorisera l’atteinte de leurs objectifs. Vous donnerez du mentorat en résolution de problème à une équipe de conseillers, et prodiguerez des conseils financiers exhaustifs grâce auxquels vos clients pourront assurer leur avenir, accéder à la propriété et faire croître leur entreprise.
Comment réussir
Vos attributs
Ce que la Banque CIBC vous offre
À la Banque CIBC, vos objectifs sont une priorité. En fonction de vos forces et de vos ambitions en tant qu’employé, nous nous efforçons de créer des occasions qui vous permettront d’exploiter votre potentiel. Notre objectif est de vous offrir une carrière, pas uniquement un chèque de paie.
Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant une rémunération concurrentielle, des avantages bancaires, l’adhésion à un programme d’avantages sociaux*, à un régime de retraite à prestations déterminées* et à un régime d’achat d’actions par les employés, des vacances, du soutien pour votre bien-être et Créateur de moments, notre programme social de reconnaissance basé sur des points.
Grâce à nos espaces et à nos outils technologiques, il devient facile de réunir les grands esprits pour créer des solutions novatrices qui améliorent les choses pour nos clients.
Nous favorisons une culture qui encourage l’expression de vos ambitions au moyen d’initiatives comme la journée Raison d’être, une journée de congé payé dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement.
* Sous réserve des modalités du régime et du programme
Ce que vous devez savoir
La Banque CIBC s’est engagée à créer un milieu de travail intégrateur où tous les membres de l’équipe et les clients se sentent à leur place. Nous recherchons des candidats dotés d’un large éventail de compétences et offrons une expérience accessible aux candidats. Si vous avez besoin d’une solution d’adaptation, écrivez à .
Vous devez être légalement admissible à travailler au Canada dans les lieux précisés ci-dessus et, s’il y a lieu, détenir un permis de travail ou d’études valide.
Nous pourrions vous demander de remplir une évaluation fondée sur les attributs et d’autres tests de compétences (comme la simulation, la programmation, la maîtrise du français, MS Office). Notre objectif pour le processus de demande est d’en apprendre davantage sur vous et sur tout ce que vous avez à offrir, et de vous donner l’occasion d’en apprendre davantage sur nous.
Lieu de travail
Toronto-81 Bay, 21st FloorType d’emploi
PermanentHeures de travail hebdomadaires
37.5Compétences
Consultation financière, Expérience client (CX), Pensée analytique, Planification de l'investissement, Planification de la retraite, Produits d'investissements, Service client, Travailler de manière collaborativeManager, Financial Planning & Analysis

Posted 4 days ago
Job Viewed
Job Description
**Date:** Sep 17, 2025
**Location:** Ontario, CA
**Company:** BIC
For over 75 years, BIC has been creating ingeniously simple and joyful products that are a part of every heart and home.As a member of our team, you'll be a part of reigniting a beloved brand as we continue to reimagine everyday essentials in new, sustainable and responsible ways. **It's a colorful world - make your mark by joining the BIC team today!**
The Manager, Financial Planning & Analysis provides direct financial, analytical, and strategic guidance to the Canada Commercial organization with Sales, Marketing and Supply Chain as main stakeholders. This position reports directly to the Team Lead, Finance (Senior Manager) Canada. The Finance Manager's scope covers FP&A responsibilities for the full P&L of the Canada business with direct accountability of the financial forecasts and plans of COGS, Brand Support and OPEX. While the management of Sales and Gross-to-Net lies with the Commercial Finance position, the Manager of FP&A will also need to coordinate those areas as part of a full P&L rollup. The position will be in close collaboration and mentorship with the Director of NAM FP&A to ensure consistency and active collaboration as a consolidated NAM team.
** What You'll Do:**
+ Develop, implement, and manage the operating plan, forecasts, and multi-year plans, working closely with Sales, Business Development, Marketing and local Supply Chain to compile the annual operating plan and the presentation to BIC leadership.
+ Manage monthly financial updates along with associated financial analysis providing in-depth commentary of the total regional and individual category results, including monthly variance analysis and price/volume/mix analysis.
+ Build and maintain brand/category-level P&Ls, highlighting risks, opportunities, and performance drivers.
+ Analyze gross profit impact of Special Price Requests (SPR) and provide approvals. Perform ad hoc P&L and margin analysis to support customer negotiations or strategic decisions.
+ Provide financial insights for new product launches, pricing discussions, and marketing strategies.
+ Support Canada Supply Chain team with forecasting and planning related activities, while also providing backup support for the Cost Analyst to ensure continuity of financial operations.
+ Work with the Business Development and Marketing team in developing top-down Category targets, promotional and new products investment options, and assist with financial guidance on resource allocation / investment choices.
+ Analyze Consumer Facing Support and Advertising programs to ensure adequate returns on investment choices and proactive advice on future plans for investments.
+ Provide the Team Lead, Finance (Senior Manager) Canada and VP Finance, North America with timely and accurate forecasts, identifying risks and opportunities versus current approved plan along with recommendations for resolving identified issues outside of the scope of the individuals' responsibilities.
+ Become knowledgeable of the products, the market, the customers, and the consumers which enable us to better understand the financial results and the business drivers.
+ Identify and implement process improvement initiatives.
**What We're Looking For In You:**
+ Bachelor's degree or Masters's/MBA in Finance or Accounting OR equivalent work experience is required
+ 6+ years of finance experience in a profit driven organization is required with a focus in budgeting and forecast
+ CPG industry experience is preferred
+ Advanced computer skills in Excel, PowerPoint, etc.
+ Experience in JDE, Hyperion Financial Management, TM1, Anaplan, or Power BI is a plus
+ Ability to effectively communicate across functions, with all levels of the organization, and with international (Global) team members
+ Willingness to adapt to changing business requirements and learn new systems/methods as required
+ Strong decision-making, organizational and problem-solving skills are essential as well as the ability to work effectively in a deadline intensive environment
+ Strong presentation skills with the ability to influence the audience
+ Strong analytical and problem-solving skills, as well as a strong knowledge of budgeting and forecasting are essential
BIC is an Equal Opportunity Employer. We strongly commit to hiring people with different backgrounds and experiences to help us build better products, make better decisions, and better serve our customers. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, veteran status, disability status, or similar characteristics. All employment is decided based on qualifications, merit, and business need.
BIC is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity. Regardless of past practice, all resumes submitted by search firms to any team member at BIC via email, or directly to a BIC team member in any form without a valid written search agreement in place for that position will be deemed the sole property of BIC, and no fee will be paid in the event the candidate is hired by BIC as a result of the referral or through other means.
Financial Planning - Analysis Manager
Posted 6 days ago
Job Viewed
Job Description
**OVERVIEW**
The Manager, FP&A provides analysis, insight and recommendations to senior Redpath leadership that enable decisions and shape company strategy. The Manager, FP&A will lead analyses focused on improving the efficiency of Redpath operations (e.g., raw materials processing, sugar refining, packaging, warehousing, distribution) and the effectiveness of Redpath commercial strategy (e.g., product portfolio optimization, marketing effectiveness, pricing optimization).
**DETAILED ROLES & RESPONSIBILITIES**
- Perform analyses to identify value creation opportunities across all aspects of Redpath business including operations, supply chain, sales, marketing and other functions
- Extract insights from data and effectively use images, charts, and conceptual frameworks to synthesize that data
- Develop actionable recommendations
- Create and deliver professional presentations to senior leadership
- Collaborate across functions and regions with Redpath colleagues in implementing solutions
- Drive continuous process improvement within Finance and across all company processes
- Support the annual budget process, to include detailed evaluation of all budget plans, budget compilation, and final presentation
- Support traditional Finance activities as necessary, such as month-end closing, planning, and forecasting
**WORK EXPERIENCES**
- 5+ years of overall relevant and progressive experience
**EDUCATION REQUIREMENTS**
- M.B.A., or Master’s in Finance/Accounting-related field of study preferred.
- CPA required
- Relevant course work in Accounting, Corporate Finance, and the Sciences preferred.
**ESSENTIAL CAPABILITIES, EXPERIENCES & BEHAVIORS**
- Knowledge of manufacturing processes and cost accounting principles required
- Ability to act as a player and a coach
- Detail-oriented, team-oriented, accountable, with a bias for action
- Comfortable in communicating with stakeholders at all levels of seniority
- Strong knowledge of financial and accounting concepts required
- Knowledge of sales, pricing and trade spend analysis techniques preferred
- Expert skills in Microsoft EXCEL, POWERPOINT, and WORD
- Preference for experience utilizing advanced analytical tools (e.g., Anaplan, Power BI), and S&OP systems (e.g., SAP IBP)
- Open and capable of learning new technologies that optimize existing processes and enhance efficiency
- SAP knowledge and proficiency is preferred
- Comfortable with large data sets and data mining
- Multitasking and able to prioritize
**LOCATION OF ROLE**
- Toronto, ON, Canada (Hybrid role – minimum 3 days per week in office)
- Minimal travel required (several site visits to other plants per year)
For more than 100 years, our employees have taken pride in “Making Life a Little Sweeter” by providing our customers and consumers with quality service and sugar products. Our commitment to that principle drives us in all that we do and encourages us to uphold our company’s high ethical standards of business conduct to ensure our continued success. Redpath Sugar Ltd. is an equal opportunity employer committed to fostering an inclusive and accessible enviornment. We are dedicated to building a workforce that reflects the diversity of the community in which we live, including those with disabilities. Should you require accommodation or support in any aspect of our recruitment and selection process, we will work with you to meet your needs.
Accelerated Financial Planning Associate Program
Posted today
Job Viewed
Job Description
Undergraduate
**Work Location:**
Toronto, Ontario, Canada
**Hours:**
37.5
**Pay Details:**
$55,000 - $55,000 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
**Accelerated Financial Planning Career Program**
**TD** **Bank** **Group** **Description:**
TD is a great organization powered by great people who want to make a difference every day. Our over 90,000 employees world-wide are a big part of what makes TD stand out from any other organization. Every day, we deliver legendary customer and client experiences to our approximately 27 million customers. We're an award-winning organization that reinvests constantly to ensure future growth.
We're recognized as an extraordinary place to work that embraces diversity, where customers and colleagues respected and valued. We empower you to grow your skills, gain new perspectives, and create impact at work and in your community. That's our unique and inclusive culture.
**Department** **Description:**
TD Wealth Management is a member of TD Bank Group (TDBG) and is one of Canada's largest investment management firms offering an ever-expanding suite of investment management solutions. TD Wealth provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products on an integrated basis.
**The Financial Planning** **T** **eam** understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.
We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.
**Location:**
Toronto / Montreal / Calgary
**Job** **Description:**
The Accelerated Financial Planning Career Program provides on-the-job training through rotations in multiple departments and involving assignments in Financial Planning Delivery Excellence and Financial Planning Advice Connect. In this program, you will have the opportunity to explore a meaningful pathway to build a successful Financial Planning Career. The anticipated duration of this assignment is typically 2.5 years.
In early rotations, you will:
+ Provide high level sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main activities: progress reviews, client contact and business building.
+ Assist Financial Planners in their daily business activities efficiently and effectively to ensure a legendary client experience while adhering to policies and procedures
+ Complete discovery meetings to gather financial information from clients to provide clear agenda, documentation, insights and reports to the Financial Planner in preparation for client meetings
+ Manage sales pipeline leads and prepare for and/or engage with clients on outbound sales calls (i.e., prospective, retention)
+ Build knowledge of the business, competitive landscape, and economic/market trends and issues.
In final rotations, you will:
+ Provide financial planning and advice to investors with a focus on retirement and investment planning by assisting clients in meeting their financial goals and objectives, delivering all services via phone and digital technology
+ Coordinate the identification, pursuit, or management of accounts/opportunities with others while taking a primary role in managing the relationship.
+ Assist clients to identify goals and potential barriers, recommend appropriate solutions and provide ongoingrelationship management through investment recommendations including third-party mutual funds; open new investing accounts as required
+ Actively acquire external assets through effective financial planning and sales conversations
The goal of this program is to provide an exception foundation in Financial Planning to transition you into a Financial Planner role, where you will provide comprehensive financial planning and advice to mass affluent clients with a focus on retirement and investment planning by assisting clients in meeting their financial goals and objectives.
**Qualifications** **/** **Skills** **/** **Experience:**
+ You will be graduating between withanundergraduatedegree
+ You will be working towards to QAFP certification, PFP certification, IQPF certification (Quebec),or CFP® certification.
+ CSC certification is required
As an ideal candidate, you bring:
+ Excellentcommunicationskills
+ Business,finance,quantitativeskills
+ Organizationalskillswiththeabilitytoprioritize,multi-taskandmaintainattentiontodetail
+ Goodfoundationinbusinessacumen,problemsolvingskillsandanalyticalcapabilities
+ GoodworkingknowledgeofMicrosoftOfficeproducts(Excel,PowerPointandWord)
+ Experienceinfinancialmodeling
+ Strongpresentationskills
+ Proactive mindset totakeinitiative
+ Effective teamwork and collaboration skills Previous customer service experience / understanding of the customer would be an asset.
+ BilingualinFrench/Englishwouldbeanasset, but not required
**Specific** **Educational** **Requirements** **/** **Accreditations:**
+ Anticipated completion of undergraduatedegree and working towards to QAFP certification, PFP certification, IQPF certification (Quebec), or CFP® certification.
+ Canadian Securities Course (CSC) - required, Conduct & Practices Handbook (CPH), and 90 Day Training Program to be completed within first 90 days from start date, required to obtain IIROC Registered Representative (RR) license
**Who We Are**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Be The First To Know
About the latest Financial planning Jobs in Canada !
Sr Manager, Financial Planning & Analysis
Posted 1 day ago
Job Viewed
Job Description
We believe in empowering our employees and cultivating a dynamic workplace that fosters growth and collaboration. Whether you're an experienced professional or just starting your career, you'll find opportunities to challenge yourself, learn from seasoned experts, and contribute to nuclear innovation. We required a diverse range of skills to support our work in the markets that drive our business and welcome candidates from all backgrounds and life stages who are passionate about making a difference.
**Position Overview:**
As our Sr. Manager, Financial Planning and Analysis, you will partner with Commercial Operations leadership to drive planning, forecasting, and performance reporting. Reporting to the Segment Controller, you will oversee financial modeling and analysis to support decision-making and profitability. This role manages the Manager, Financial Forecasting & Analysis and their team of Analysts, while collaborating with finance leaders and senior management across all business units to provide insights and influence key FP&A decisions.
**Location:**
On-site in Cambridge, Ontario
**Your Day to Day as Senior Manager, Financial Planning & Analysis:**
+ Partner with executive leadership and finance teams to deliver accurate forecasts, budgets, and strategic plans.
+ Lead the development of predictive financial models, tools, and systems to improve reporting, insights, and decision-making.
+ Analyze historical and current data to identify trends, explain variances, and provide recommendations on investments, cost savings, and process improvements.
+ Coordinate monthly, quarterly, and annual forecasts, ensuring timely and accurate reporting of financial performance.
+ Support strategic planning and special projects through quantitative analysis and data-driven insights.
+ Ensure compliance with internal controls, financial policies, and reporting standards.
+ Collaborate cross-functionally to drive efficiencies, enhance performance, and strengthen financial operations.
**Required Qualifications:**
+ Bachelor's degree in business, finance, or accounting.
+ A minimum of 15 years of professional and leadership experience.
+ Prior experience leading key FP&A functions.
+ Exceptional analytical, quantitative, and statistical skills.
+ Proficient knowledge of US GAAP.
+ Advanced quantitative and analytical skills.
+ Strong financial modeling skills, along with understanding of financial reporting and cash flow information.
+ Must be detail-oriented and able to balance multiple responsibilities and tasks while meeting deadlines.
+ Ability to act and operate independently with minimal daily direction to accomplish objectives.
+ Ability to work cooperatively and collaboratively with all levels of employees, management, and outside parties to maximize performance, creativity, problem solving, and results.
**Preferred Qualifications:**
+ Experience with financial planning/reporting tools (Hyperion, SAP BPC, OneStream).
+ Experience with business intelligence tools (Power BI, Tableau)
**WHAT WE CAN OFFER YOU:** Ensuring the well-being of our employees is our priority and we offer comprehensive and competitive benefits for our employees and their families.
+ **Comprehensive Health Benefits** - Including health, dental, vision, and disability coverage to keep you feeling your best.
+ **Secure Your Future** - Defined Contribution Pension Plan and an optional Company-matched retirement savings plans (RRSP/TFSA/EPSP)
+ **Work-Life Balance** - Flexible hybrid schedules and compressed workweek option available
+ **Help Grow Our Team** - Earn generous referral bonuses with our two-tiered **Employee Referral Program** ($1,500 and $,000!).
+ **Invest in Your Education** - Up to 5,250 USD per year through our **Educational Refund Plan** .
+ **Professional Development** - Gain access to training, certifications, and growth opportunities to advance your career.
+ **Your Wellness Matters** - Enjoy gym membership discounts and access to mental health support programs.
+ **A Welcoming Workplace** - Join a diverse, inclusive, and supportive culture that celebrates you.
+ **Fun & Connection** - Engage in team-building activities organized by our Social Committee.
Ready to grow with us? Apply now and let's build something amazing together!
BWXT confirms that the position represents a current vacancy within our organization.
At BWXT, we are committed to a fair, transparent, and inclusive hiring process. As part of our recruitment process, we use artificial intelligence (AI) tools to assist with screening and evaluating applicants. These tools support our efforts to make consistent and equitable hiring decisions.
The base salary range for this position in Ontario at the start of employment is expected to be between 138,000 and 187,000 per year. However, the base salary offered is based on local job market factors and may vary further depending on factors specific to the selected job candidate, such as job-related knowledge, skills, experience, and other objective business considerations. Subject to these considerations, the total compensation package for this position may also include other elements, such as an annual cash incentive in addition to a full range of medical, retirement, and/or other benefits. Details of participation in these benefit plans will be provided at such time the selected job candidate receives an offer of employment.
Learn more about how BWXT employs nuclear technology to solve some of the world's most important problems. BWXT's capabilities video showcases our innovation in commercial nuclear power, addressing climate change, as well as our advanced nuclear medicine products treating patients around the world. We are People Strong. Innovation Driven.
BWXT Canada Ltd. embraces diversity of thought, values individuality, encourages new perspectives and provides equal opportunity in employment for all qualified employees and applicants without regard to race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status or disability, or any other category protected by provincial law. BWXT Canada is committed to fostering an accessible, fair, and inclusive environment where all employees are able to access goods while being respected and supported. If you require accommodations during the application or interview process, please advise us as soon as possible so appropriate arrangements can be made. If you require information in a format that is accessible to you, please contact Human Resources.