54 Financial Specialist jobs in Canada

Financial Planning & Investment Specialist

New
Ottawa, Ontario Desjardins Financial Security Independent Network - Ottawa #118

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Job Description

Financial Planning & Investment Specialist

Join Our Team

Are you passionate about helping clients achieve their financial goals? Do you thrive in a client-focused, team-oriented environment? If so, we want to hear from you!

Brandon Durant Financial Management is a growing financial planning firm dedicated to providing personalized investment and planning solutions to our clients. We are looking for a detail-oriented, proactive Financial Planner to join our growing team!

We're a tight-knit, supportive team—and we’re looking for someone who can work independently but never feels alone.

About the Role

As a Financial Planning & Investment Specialist , you'll guide clients through financial planning, investments, insurance, tax strategies, and long-term goal setting. You’ll have the freedom to work independently, with the support of a full team behind you.

What You’ll Do

Meet with clients to understand their goals and create personalized plans
Recommend investment and insurance solutions that fit their needs
Review and adjust portfolios as needed
Build long-term client relationships based on trust and results
Stay up-to-date with financial trends and opportunities

What We’re Looking For
Mutual Funds and Life Insurance licenses (in good standing)
CFP® designation (or working towards it)
At least 3 years of client-facing financial services experience
Great communication and relationship-building skills
A proactive mindset and a passion for helping others

Why Join Us?

Competitive salary + performance-based bonus
Growth opportunities with clear career path and mentorship

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Residential Financial Specialist

New
Val d Or, Quebec National Bank

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A career as Residential Financial specialist is about being part  of the transformation and having a direct impact on the customer. As a Residential Financial Specialist, you act as an expert for branch customers by offering a high-quality mortgage credit advisory service. You identify and develop credit opportunities. You will work in synergy with the various experts in the branch network, such as advisors and financial planners, benefiting from their mortgage financing preferences.

There is an opportunity to serve the clientele in Val d'Or and its surroundings.

Your role

Buying a home is one of life’s major milestones, and our clients are increasingly well informed about residential financing. As a Residential Financing Specialist, you'll provide an unparalleled client experience.

You'll identify and develop credit opportunities for National Bank clients. Experience the synergy of working with many different experts, including financial planners, in our branch network.

More specifically, you will :

  • Support our clients by developing the best residential financing strategy for their needs
  • Refer files to various experts when necessary
  • Apply established processes and procedures thoroughly
  • Comply with current standards and regulations
  • Keep your knowledge of financing solutions up to date

Your team

With us, you will benefit from the solidity of a large company, a vast territory with great potential and working conditions allowing flexibility, while contributing to building the lives of people here. Our training programs based on learning in action allow you to master your role. Personalized training content is available to promote your continuous learning. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.

Basic requirements

  • Bachelor's degree in a related field and 1 year of relevant experience or college diploma and 4 years of relevant experience
  • 2 years of experience in business development, preferably in financial services
  • Interest in working as a team to reach targets
  • Knowledge of Personal Banking credit solutions
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.    * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic    These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.   Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.   We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.     We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?    Come live your ambitions with us!
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Residential Financial Specialist

Quebec, Quebec National Bank

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Job Description

A career at National Bank means having a direct impact on clients. As a Residential Financing Specialist, you’ll support clients in the branch by offering quality advisory services about mortgage credit. You’ll work in synergy with your colleagues to identify and meet the residential financing needs of clients that are referred to you or that you contact. You’ll also refer clients to your expert colleagues for their specialized needs. 

Your territory will be in the Saint-Lazare/Rigaud area. 

Your role

Buying a home is one of life’s major milestones, and our clients are increasingly well informed about residential financing. As a Residential Financial Specialist, you'll provide an unparalleled client experience.

You'll identify and develop credit opportunities for National Bank clients. Experience the synergy of working with many different experts, including financial planners, in our branch network.

More specifically, you will :

  • Support our clients by developing the best residential financing strategy for their needs
  • Refer files to various experts when necessary
  • Apply established processes and procedures thoroughly
  • Comply with current standards and regulations
  • Keep your knowledge of financing solutions up to date

Your team

You’ll report to a Residential Financing Manager and work on a specialized team. You’ll work with the entire branch team and various financial experts to meet all our clients’ financial needs. 

Prerequisites

  • Bachelor’s degree in a related field and 1 year of relevant experience or a College diploma with 4 years of relevant experience
  • Two years of experience in business development, preferably in the financial services sector (an asset)
  • Knowledge of credit solutions and mortgage financing products
  • Proven experience of collaborating with different stakeholders
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.    * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic    These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.   Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.   We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.     We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?    Come live your ambitions with us!
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Residential Financial Specialist

National Bank

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Job Viewed

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Job Description

A career as Residential Financial specialist is about being part  of the transformation and having a direct impact on the customer. As a Residential Financial Specialist, you act as an expert for branch customers by offering a high-quality mortgage credit advisory service. You identify and develop credit opportunities. You will work in synergy with the various experts in the branch network, such as advisors and financial planners, benefiting from their mortgage financing preferences.

Your role

Buying a home is one of life’s major milestones, and our clients are increasingly well informed about residential financing. As a Residential Financing Specialist, you'll provide an unparalleled client experience.

You'll identify and develop credit opportunities for National Bank clients. Experience the synergy of working with many different experts, including financial planners, in our branch network.

More specifically, you will :

  • Support our clients by developing the best residential financing strategy for their needs
  • Refer files to various experts when necessary
  • Apply established processes and procedures thoroughly
  • Comply with current standards and regulations
  • Keep your knowledge of financing solutions up to date

Your team

With us, you will benefit from the solidity of a large company, a vast territory with great potential and working conditions allowing flexibility, while contributing to building the lives of people here. Our training programs based on learning in action allow you to master your role. Personalized training content is available to promote your continuous learning. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.

Basic requirements

  • Bachelor's degree in a related field and 1 year of relevant experience or college diploma and 4 years of relevant experience
  • 2 years of experience in business development, preferably in financial services
  • Interest in working as a team to reach targets
  • Knowledge of Personal Banking credit solutions
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.    * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic    These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.   Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.   We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.     We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?    Come live your ambitions with us!
This advertiser has chosen not to accept applicants from your region.

Residential Financial Specialist

Montréal, Quebec National Bank

Posted today

Job Viewed

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Job Description

A career as Residential Financial specialist is about being part  of the transformation and having a direct impact on the customer. As a Residential Financial Specialist, you act as an expert for branch customers by offering a high-quality mortgage credit advisory service. You identify and develop credit opportunities. You will work in synergy with the various experts in the branch network, such as advisors and financial planners, benefiting from their mortgage financing preferences.

Your role

Buying a home is one of life’s major milestones, and our clients are increasingly well informed about residential financing. As a Residential Financing Specialist, you'll provide an unparalleled client experience.

You'll identify and develop credit opportunities for National Bank clients. Experience the synergy of working with many different experts, including financial planners, in our branch network.

More specifically, you will :

  • Support our clients by developing the best residential financing strategy for their needs
  • Refer files to various experts when necessary
  • Apply established processes and procedures thoroughly
  • Comply with current standards and regulations
  • Keep your knowledge of financing solutions up to date

Your team

With us, you will benefit from the solidity of a large company, a vast territory with great potential and working conditions allowing flexibility, while contributing to building the lives of people here. Our training programs based on learning in action allow you to master your role. Personalized training content is available to promote your continuous learning. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.

Basic requirements

  • Bachelor's degree in a related field and 1 year of relevant experience or college diploma and 4 years of relevant experience
  • 2 years of experience in business development, preferably in financial services
  • Interest in working as a team to reach targets
  • Knowledge of Personal Banking credit solutions
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.    * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic    These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.   Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.   We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.     We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?    Come live your ambitions with us!
This advertiser has chosen not to accept applicants from your region.

Financial Systems Specialist

New
North Vancouver, British Columbia TEEMA

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Job Description



The Senior Specialist, Financial Systems is responsible for managing and enhancing financial systems to support organizational goals across all three Shipyards’ operating businesses, functions for the ERP and related financial systems. The Senior Specialist, Financial Systems is responsible for assessing business needs, reviewing system and process controls and recommending and documenting business requirements with technical options and solutions, trouble-shooting technology issues. This includes supporting users with the various business systems, facilitating workshops, end-user training, and generating and rolling out process and procedure manuals and user learning guides.

Note: This position qualifies for an optional hybrid work schedule after 90 days of onsite work and onboarding. Employee will be subject to the terms of the Flexible Work Policy Agreement.

What you’ll do

Oversee, maintains and governs the data hierarchies and set-up procedures within the financial system, ensuring standardization across all operating companies.
Identifies and supports continuous improvement initiatives to enhance systems and align with organizational goals.
Supports redesign and change initiatives.
Designs and maintains standard financial reports, works across business areas to document reporting requirements, analyze requirements and create solutions to fit end user needs.
Works closely with financial reporting team on monthly, quarterly and annually close processes. Supports audit needs related to financial data.
Runs periodic procedures to test financial system controls and ensure data integrity in the general ledger.
Works closely with Information Technology support to ensure system settings and configurations are maintained and relevant as business needs change.
Optimizes companys ERP system and seeking to improve business processes.
Works collaboratively with other businesses to promote cooperation between finance teams and to ensure shared planning, execution, and data-driven decision making.
Build data models and act as single point of contact for data structures within ERP/ Power BI systems, for finance and accounting.
Validate and maintain automatic accounting instructions (AAI’s) against accounting standards and system processes.
Manage and maintain the user security model, triage requests for role changes and ensure integrity of segregation of duties.
Ability to define requirements, develop a business case, build a project plan, and lead the implementation of new programs that may run across the organization.  This includes system upgrades, rollout of training tools, etc.
Provide leadership and technical expertise on the cross-over between accounting and financial systems.
Develop, maintain and execute an end-user training model for accounting users.

What you’ll bring

Bachelor’s degree required.
MBA is desirable.
Professional designation CPA (CA, CMA, CGA) is required.
Experience with Oracle Cloud desirable.
Minimum 7 years’ work experience in a business environment; in Finance and Accounting or Information Technology. This includes experience in reporting, data management, system implementations and/or upgrades, project management, and reports writing (SAP Business Objects, Crystal Reports, etc.).
Expert knowledge in Canadian ASPE, GAAP and related financial reporting requirements.
5 years’ experience managing projects is preferred.

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Manager, Financial Planning & Analysis

New
Brampton, Ontario Solutions 2 Go

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Job Description

About Us

Are you ready to move distribution forward?

Solutions 2 GO is a premier global distributor of video game products. With operations reaching 19 countries in North, Central and South America, and partnerships that further extend to Europe, Africa, Australia and Asia, Solutions 2 GO represents all publishers in the Canadian market, offers coast-to-coast distribution in the USA and is the exclusive distribution partner for Sony PlayStation in Latin America. Our leadership, processes and partnerships have earned us a reputation as the premier provider of flexible, dynamic distribution solutions for publishers, manufacturers and retailers around the world.

We are a remarkable team that delivers remarkable results. Our people help move Solutions 2 GO forward every day, through a shared commitment across every facet of our business. At Solutions 2 GO, we are moving distribution forward. If you are an achiever who is relentless in ensuring that we achieve business results and create a great company culture while doing it, then we’re looking for you!

Scope:

The Manager, Financial Planning & Analysis will play a key role to support organization’s planning, forecasting and analysis activities for a mid-size multinational company. This position reports directly to the VP, Financial Planning & Analysis, but is required to interface closely with all managers and senior management, both in Finance and in the Business.

Duties & Responsibilities:

  • Financial reporting and analysis activities including period and quarterly reporting of balance sheets, income statements and cash flows for both performance and non-performance entities, including but not limited to, the consolidated financial statement and notes, annual report, etc.
  • Coordination and preparation of the yearly budgets for all legal entities.
  • Coordination and preparation of monthly and quarterly forecasts.
  • Lead monthly reporting & consolidation process.
  • Leverage new analysis and presentation tools to simplify the presentation of complex information.
  • Coordinate, prepare and review management and cost-centre reporting.
  • Establish relationships and communicate effectively with persons across a variety of departments, at all levels within the organization.
  • Provide insightful interpretation of key business drivers underlying the business results, highlight key issues and make appropriate recommendations where required.
  • Actively contribute as a member of the Finance team and ensure ongoing communication with the broader Finance management team on the status / progress of projects and issues / points of interest that are relevant to the team / individuals.
  • Provide timely and constructive development feedback including holding regular 1:1s and team meetings, and preparation and delivery of mid-year and year-end performance evaluations.
  • Perform other ad-hoc financial, accounting, and capital analysis as required.

Skills & Qualifications:

  • 5-7 years of financial management (minimum 3 years post qualification management experience).
  • Bilingual Spanish is an asset.
  • University degree and Accounting designation required, MBA an asset.
  • Strong accounting, control and audit skills.
  • Advanced computer skills with an ability to manipulate large data sets in Excel.
  • Experience developing high quality executive level reporting packages.
  • Strong hands-on leadership skills and attention to detail.
  • Ability to multi-task and handle a multi-currency environment.
  • Excellent communication skills.
  • Experience managing a small team.

The successful candidate will receive a conditional offer, contingent upon the successful completion of a background check conducted by our contracted third-party vendor. The specific clearance requirements vary by position and may include one or more of the following: criminal background check, credit check, employment verification, education verification,

Solutions 2 GO Inc. is an equal opportunity employer. Accommodations are available on request for candidates taking part in all aspects of the selection process.

For more information on Solutions 2 GO Inc., please visit our website at:


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Analyst, Financial Planning & Analysis

New
Montréal, Quebec SSENSE

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Job Description

Company Description

About Us: SSENSE (pronounced (es-uh ns)) is a global technology platform operating at the intersection of culture, community, and commerce. Headquartered in Montreal, it features a mix of established and emerging luxury brands across womenswear, menswear, kidswear, and Everything ElseTM. SSENSE has garnered critical acclaim as both an e-commerce engine and a producer of cultural content, generating an average of 100 million monthly page views. 

Job Description

Are you a numbers whiz with a sharp strategic mind and a drive to transform data into impactful decisions? Grow your expertise and directly influence business growth by joining our Financial Planning & Analysis team! At SSENSE, we're seeking a passionate FP&A Analyst who will drive the execution of our financial strategies and support key investment decisions, all within a fast-paced and exciting environment.

Reporting to the Manager, Financial Planning & Analysis, you'll be an essential partner for our Operations teams (mainly for the studio teams). This is a unique opportunity to collaborate with various stakeholders, develop robust financial models, and shape our growth!

What You Will Do:

Shaping our Financial Strategy:

  • Collaborate with departments to drive scalability by optimizing our operational mechanisms and initiating corrective actions.

  • Dive deep into data for root cause analyses that uncover actionable insights and fuel our growth and operational excellence.

Precisely Executing Financial Planning & Analysis:

  • Lead the monthly analysis of actual results, guide annual budgeting, and ensure rigorous and precise financial control.

  • Implement effective tools and processes for strategic project management and support capital allocation governance.

Contributing to Our Continuous Development:

  • Assist the Manager, Financial Planning & Analysis, in the full ownership of strategic projects, ensuring financial alignment and governance.

  • Collaborate on the creation of business cases and use data to support workforce forecasts.

Qualifications

  • Hold a bachelor's degree in Business Administration, Finance, or a related field.

  • A professional designation (CFA, CA, CGA, CMA / CPA, or MBA) will be considered an asset.

  • 3 to 5 years of experience in finance, including direct experience in FP&A.

  • Experience with Adaptive Insights or other financial budgeting software will be considered an asset, as well as experience with SAP or another ERP.

  • French language proficiency is required as it is the language in the Quebec province. 

What makes you stand out:

  • Strategic and Tactical Thinker: You juggle long-term visions and concrete actions, transforming challenges into opportunities.

  • Analytical and Organized: Your sharp mind breaks down complex data for informed decisions, all with exemplary rigor and attention to detail. 

  • Autonomous and Collaborative: You excel at independent work, while also being a valued team player, comfortable working with cross-functional teams.

  • Strong Financial Tool Skills: You use Microsoft Excel with ease, and have practical knowledge of data mining tools such as SQL.

  • Exceptional Communicator: You articulate your analyses with clarity and impact, and your presentations captivate your audience.



Additional Information

Hybrid work schedule

We believe in a balance between in-person collaboration and flexibility. That's why this is a hybrid role, with in-office days on Tuesdays and Wednesdays to connect as a team, and the potential for additional days based on business needs.

Perks And Benefits: 

  • Extended health and dental benefits, including comprehensive mental health programs and coverage.
  • Parental top up program.
  • Generous Employee Discount. 
  • Access to telemedicine and employee and family assistance program.
  • Savings and retirement plan matching contributions.
  • Gender Affirmation Coverage. 
  • Opportunity to work with cutting edge technologies and an innovative team that’s pushing the boundaries of technology.

SSENSE is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you need special accommodations, let us know. We will do our best to accommodate you!

#LI-Hybrid

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