80 Insurance Consultant jobs in Canada

Job Description

Agency Financial Planning Manager - Desjardins Insurance Office

Location:
Type: Full Time

Position Overview:
A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of financial planning Manager- Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities:

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Work with the agent to establish and meet marketing goals.
• Successfully complete projects from time to time with the Insurance company.
• Meet monthly sales quota's.
• Maintain book of business/portfolio in a complaint manner. Follow all corporate guidelines.

Requirements:

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving
• Dedicated to customer service
• Ability to multi-task
• Ability to make presentations to potential customers
• IFIC license
• LLQP license
• Must be able to work under pressure and excel in a team oriented enviornment

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

Job Description

Salary:

Do you want to be part of our innovative and entrepreneurial team?

Do you thrive in an entrepreneurial environment and enjoy working in a team atmosphere? Are you an outside the box thinker who strives to implement continuous improvements? Do you take a strategic approach to your work? Do you enjoy in a fast-paced culture where your opinions are valued and respected? Do you enjoy building partnerships to solve mutually beneficial challenges?

Mitacs is a national not-for-profit organization that helps industry and not-for-profit partners solve strategic challenges by leveraging Canadas world-class post-secondary talent and a global network of industry, academic, and government partnerships. Through these collaborations, Mitacs helps business and community partners succeed, improves students on-the-job skills development, and strengthens Canadas world-class innovation ecosystem. At Mitacs, we strive to develop the next generation of innovators with vital research and business skills. In partnership with domestic and international companies, governments, and academia, we support a new economy using Canadas most valuable resource its people.

To get a better understanding of Mitacs and read more about our values, please visit our website .

Senior Financial Planning Analyst

KEY RESPONSIBILITIES

Strategic financial planning

• Collaborate with Manager, Financial Planning with the development of the annual budget with focus on assumption quality and risk assessment
• Ensure the accurate and timely collection of operational plans. Assist in the analysis of consolidated operational plans and the evaluation of alignment and sufficiency to complete the corporate business plan from a cost-benefit lens.
• Prepare financial schedules and documentation in support of the consolidated budget
• Proactively improve existing and develop new Operational and Financial Planning support material for various levels of leaders such as management, directors, and executives
• Lead education and support of operational leadership in areas such as developing operating and capital budgets, monitoring, and interpreting financial information, and analyzing deviations from plan and investigating causes
• Support the operationalization of funding contract management from a budgeting and analysis perspective

Performance monitoring and forecasting

• Ensure the timely collection of corporate operational performance data. Analyze and interpret performance information.
• Prepare, analyze, and interpret the budgetary results on a monthly basis
• Conduct monthly financial forecast, scenario, and sensitivity analyses; improve assumptions using business acumen and collected data from stakeholders
• Develop a monthly Forecasting Report to highlight areas of risk and recommended mitigations to Senior Leadership Team
• Work with Human Resources team to manage the payroll analysis and enhance resource planning and forecasting
• Liaise with a variety of internal and external stakeholders, such as operational managers and data custodians, to collaborate and obtain feedback to deliver performance measurement solutions

Other

• Establish strong collaborative relationships with Operational Leads to ensure symbiotic relationship
• Comfortable in taking on tasks beyond formal job responsibilities
• Other duties as assigned

TRAINING

• CFA and/or CPA designation or equivalent recognized accounting designation completed or close to completion required
• Bachelors degree in business (accounting or finance) or related area

EXPERIENCE

• Minimum 5-7 years of progressive accountancy experience
• 5 years relevant experience working with budgets; specifically modelling analysis and contract management
• Have excellent technical accounting skills and detailed understanding of GAAP standards
• Have excellent analysis and modelling skills and a detailed understanding of the tools which can support this
• Experience with Microsoft Dynamics Finance & Operations considered an asset

ESSENTIAL SKILLS

• Self-motivated with the ability to motivate others
• Ability to work independently with minimal supervision
• Strong communication skills both written and oral with all levels of stakeholders
• Advanced problem-solving abilities and advanced knowledge of Microsoft Excel
• Excellent organizational skills and the ability to prioritize, multitask and meet deadlines in a fast-paced, rapidly changing, and dynamic work environment
• Attention to detail and accuracy are essential
• High level of business acumen and strong analytical and decision-making skills
• Ability to make recommendations and communicate with senior management
• Ability to build and maintain strong cross-functional working relationships
• Solid knowledge of current accounting practices and technologies
• A proven ability with developing multi-faceted models and budgets
• Maintain accuracy and confidentiality in managing and reporting salary, budget, and other financial information

Hiring Range: $79,520 - $94,930

Hiring and Salary Range Transparency

Typically, employees are hired, transferred, or promoted within the salary range, specifically between the minimum and midpoint in the hiring range.

The salary range refers to the range of base salaries for a given position, encompassing the minimum and maximum amounts. The midpoint of the range is positioned approximately halfway between the minimum and maximum, indicating a fully qualified employee with comprehensive job knowledge and experience for the role.

Only in rare and exceptional circumstances, where a candidate has the experience, skills, and expertise that far exceed those required for the position, would we consider paying above the hiring range for this role.

Equity, diversity, and inclusion (EDI) and decolonization are core values at Mitacs: Equity, Diversity, and Inclusion - Mitacs . We believe a diverse workforce comprised of individuals with different ideas, strengths, interests, and backgrounds (e.g., gender identities and expressions, Indigeneity, race, abilities, sexual orientation, and other identities) are crucial to our success. We welcome everyone to apply and encourage you to connect with us if you require accommodations during the recruitment process.

Job Description

Salary:

Do you want to be part of our innovative and entrepreneurial team?

Do you thrive in an entrepreneurial environment and enjoy working in a team atmosphere? Are you an outside the box thinker who strives to implement continuous improvements? Do you take a strategic approach to your work? Do you enjoy in a fast-paced culture where your opinions are valued and respected? Do you enjoy building partnerships to solve mutually beneficial challenges?

Mitacs is a national not-for-profit organization that helps industry and not-for-profit partners solve strategic challenges by leveraging Canadas world-class post-secondary talent and a global network of industry, academic, and government partnerships. Through these collaborations, Mitacs helps business and community partners succeed, improves students on-the-job skills development, and strengthens Canadas world-class innovation ecosystem. At Mitacs, we strive to develop the next generation of innovators with vital research and business skills. In partnership with domestic and international companies, governments, and academia, we support a new economy using Canadas most valuable resource its people.

To get a better understanding of Mitacs and read more about our values, please visit our website .

Senior Financial Planning Analyst

KEY RESPONSIBILITIES

Strategic financial planning

• Collaborate with Manager, Financial Planning with the development of the annual budget with focus on assumption quality and risk assessment
• Ensure the accurate and timely collection of operational plans. Assist in the analysis of consolidated operational plans and the evaluation of alignment and sufficiency to complete the corporate business plan from a cost-benefit lens.
• Prepare financial schedules and documentation in support of the consolidated budget
• Proactively improve existing and develop new Operational and Financial Planning support material for various levels of leaders such as management, directors, and executives
• Lead education and support of operational leadership in areas such as developing operating and capital budgets, monitoring, and interpreting financial information, and analyzing deviations from plan and investigating causes
• Support the operationalization of funding contract management from a budgeting and analysis perspective

Performance monitoring and forecasting

• Ensure the timely collection of corporate operational performance data. Analyze and interpret performance information.
• Prepare, analyze, and interpret the budgetary results on a monthly basis
• Conduct monthly financial forecast, scenario, and sensitivity analyses; improve assumptions using business acumen and collected data from stakeholders
• Develop a monthly Forecasting Report to highlight areas of risk and recommended mitigations to Senior Leadership Team
• Work with Human Resources team to manage the payroll analysis and enhance resource planning and forecasting
• Liaise with a variety of internal and external stakeholders, such as operational managers and data custodians, to collaborate and obtain feedback to deliver performance measurement solutions

Other

• Establish strong collaborative relationships with Operational Leads to ensure symbiotic relationship
• Comfortable in taking on tasks beyond formal job responsibilities
• Other duties as assigned

TRAINING

• CFA and/or CPA designation or equivalent recognized accounting designation completed or close to completion required
• Bachelors degree in business (accounting or finance) or related area

EXPERIENCE

• Minimum 5-7 years of progressive accountancy experience
• 5 years relevant experience working with budgets; specifically modelling analysis and contract management
• Have excellent technical accounting skills and detailed understanding of GAAP standards
• Have excellent analysis and modelling skills and a detailed understanding of the tools which can support this
• Experience with Microsoft Dynamics Finance & Operations considered an asset

ESSENTIAL SKILLS

• Self-motivated with the ability to motivate others
• Ability to work independently with minimal supervision
• Strong communication skills both written and oral with all levels of stakeholders
• Advanced problem-solving abilities and advanced knowledge of Microsoft Excel
• Excellent organizational skills and the ability to prioritize, multitask and meet deadlines in a fast-paced, rapidly changing, and dynamic work environment
• Attention to detail and accuracy are essential
• High level of business acumen and strong analytical and decision-making skills
• Ability to make recommendations and communicate with senior management
• Ability to build and maintain strong cross-functional working relationships
• Solid knowledge of current accounting practices and technologies
• A proven ability with developing multi-faceted models and budgets
• Maintain accuracy and confidentiality in managing and reporting salary, budget, and other financial information

Hiring Range: $79,520- $94,930

Hiring and Salary Range Transparency

Typically, employees are hired, transferred, or promoted within the salary range, specifically between the minimum and midpoint in the hiring range.

The salary range refers to the range of base salaries for a given position, encompassing the minimum and maximum amounts. The midpoint of the range is positioned approximately halfway between the minimum and maximum, indicating a fully qualified employee with comprehensive job knowledge and experience for the role.

Only in rare and exceptional circumstances, where a candidate has the experience, skills, and expertise that far exceed those required for the position, would we consider paying above the hiring range for this role.

Equity, diversity, and inclusion (EDI) and decolonization are core values at Mitacs:
Equity, Diversity, and Inclusion - Mitacs . We believe a diverse workforce comprised of individuals with different ideas, strengths, interests, and backgrounds (e.g., gender identities and expressions, Indigeneity, race, abilities, sexual orientation, and other identities) are crucial to our success. We welcome everyone to apply and encourage you to connect with us if you require accommodations during the recruitment process.

Mitacs is proud to have been named as a2024 Workplace Impact Award WinnerbyDiversiothe leading global platform for workplace inclusion. The award recognizes organizations that are making measurable, systems-level progress in embedding equity, diversity, and inclusion (EDI) across their operations, and leading change in how people experience work.

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. 

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.

• 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.

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

Job Description

Work. Wonders.

Get inspired - Adjust Your Altitude in Alberta, Canada come and be a part of this amazing organization. 

At Travel Alberta, we are redefining what it means to be a tourism and economic development leader in Canada. As the provincial destination management organization, we’ve embraced an ambitious goal: doubling Alberta’s tourism sector to $25 billion in annual visitor spending by 2035. This bold vision reflects our commitment to transforming Alberta into a premier destination for both visitors and investors, driving sustainable economic growth while creating unforgettable itineraries and experiences that showcase our breathtaking landscapes, vibrant cities, and rich cultural heritage.  

Position Summary

Reporting to the Director of Finance, our Manager, Financial Planning & Analysis leads Travel Alberta’s financial planning and analysis function, including budgeting, forecasting, and financial insight generation. This position is responsible for delivering accurate forecasts, building financial models, and providing meaningful analysis to support strategic decision-making. 

Our manager oversees the annual budget cycle and rolling forecasts, ensuring alignment with organizational goals and enhancing the accuracy and efficiency of financial planning. By analyzing financial trends and performance metrics, the Manager offers clear, actionable insights that inform executive decisions and support the achievement of key business objectives. 

In partnership with internal stakeholders, our manager champions process improvement initiatives, applies strong accounting knowledge to strengthen financial practices, and ensures the organization’s financial planning aligns with its long-term strategic direction. 

Leadership and Collaboration 

Our Manager, Financial Planning & Analysis demonstrates strong people leadership by fostering a high-performance culture built on trust, accountability, and collaboration. This role demonstrates leadership by fostering strong relationships across the Finance team and with internal business partners.  Through collaboration, influence, and clear communication, the manager creates a supportive environment where team members are empowered to grow, take initiative, and deliver exceptional results. 

Key Responsibilities

Budgeting, Forecasting, and Financial Planning: 

• Manage the annual budgeting, forecasting, and long-range financial planning processes. 

• Lead budgeting and forecasting activities that align with organizational goals and priorities. 

• Provide training and support to internal teams on financial planning practices, fostering a culture of continuous improvement. 

• Ensure complex projects are adequately funded and monitored throughout execution. 

• Translate strategic objectives into actionable financial plans that support sustainable growth. 

Financial Modelling and Decision Support: 

• Lead the financial performance analysis process, including insight generation and management reporting. 

• Prepare and present detailed financial reports to senior management and internal stakeholders. 

• Support effective financial administration and ensure compliance with funding requirements and grant utilization. 

• Promote transparency and accountability through timely, accurate, and meaningful financial reporting.  

Financial Governance for Project Delivery:  

• Oversee key vendor relationships and financial administration to ensure alignment with project scopes, timelines, and contractual obligations. 

• Monitor and track total project costs against approved budgets and actual spend to date, enabling accurate variance analysis and proactive financial reporting. 

• Collaborate with cross-functional teams to maintain financial integrity of project scopes, ensuring detailed cost tracking and compliance with internal controls. 

Grant Financial Management and Compliance:

• Oversee financial administration of grants, ensuring alignment with funding agreements, approved budgets, and organizational policies. 

• Review grant expenditure tracking and financial reports prepared by team, assessing accuracy and working with internal stakeholders to resolve discrepancies to ensure compliance. 

• Coordinate with program and finance teams to ensure compliance with grant terms, proper allocation of funds, and audit readiness. 

Process Improvement and Systems Enhancement: 

• Automate and streamline financial processes to enhance efficiency and accuracy. 

• Refine workflows to align with organizational goals and industry best practices. 

• Eliminate unnecessary administrative tasks to simplify procedures. 

• Enhance reporting tools and systems to support better decision-making. 

• Maintain and regularly update documentation for financial processes and tools. 

• Support strategic vendor relationships through consistent financial management practices. 

• Foster continuous improvement and learning through updated systems and tools. 

Stakeholder Engagement:   

• Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives. 

• Partner with tourism investment program managers and business units to streamline financial procedures. 

• Promote a collaborative environment that supports effective communication, problem-solving, and knowledge sharing. 

• Engage with internal stakeholders to support financial literacy and foster alignment across departments. 

Education, Skills, Experience & Qualifications

Education: 

• Bachelor's degree in Accounting, Economics, Finance or a related discipline. 

Certifications: 

• CPA or CFA qualification required. 

• MBA is considered an asset. 

Experience: 

• Minimum 5 years of experience in financial planning and analysis. 

• At least 2 years of experience in a leadership role. 

• Experience in financial planning and performance monitoring for complex projects. 

Technical Skills: 

• Experience and an understanding of financial management software (e.g., MS Dynamics, NAV, SAP, QuickBooks). 

• Advanced knowledge of Microsoft Excel and MS Office 365. 

• Expert financial modeling and analytical skills. 

• In-depth knowledge of accounting principles, financial performance analysis, and management reporting. 

Strategic and Analytical Skills: 

• Ability to align financial planning, budgeting, and forecasting with Travel Alberta’s strategic objectives. 

• Experience analyzing financial data to identify trends, risks, and growth opportunities that inform long-term decision-making. 

• Skilled at translating complex financial information into actionable insights for senior leadership. 

• Demonstrated capability to support organizational goals through effective resource allocation and financial scenario planning. 

• Strong understanding of the business environment and its impact on financial performance and planning. 

Communication Skills: 

• Exceptional communication and presentation skills. 

• Able to effectively communicate financial information to non-technical stakeholders. 

• Effective communicator with the ability to present complex financial data in clear and compelling ways while communicating financial matters effectively to senior leadership and external stakeholders. 

• Collaborative, with strong interpersonal skills and a consultative approach to stakeholder engagement. 

Workplace Effectiveness: 

• Excellent organizational skills and the ability to meet deadlines. 

• Must be able to adapt quickly and operate effectively within new and challenging environments. 

• Strong attention to detail and problem-solving abilities. 

• Results-driven mindset focused on achieving performance goals. 
  
  *We kindly thank all agency partners, we will NOT require support to fill this role. We kindly request no phone calls nor emails*

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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

Are you looking for a career and challenges that are EXTRAORDINARY ? You’ve found the right place!

Groupe JLD-Laguë is one of the largest John Deere dealerships in Eastern Canada, with 18 locations across Quebec and Ontario. Recognized as a leader in sales and service, we pride ourselves on excellence.

Building warm, friendly, and genuine relationships with customers and colleagues in a welcoming work environment will be part of YOUR day-to-day. Exciting challenges will allow you to leverage your expertise, knowledge, and skills to find innovative solutions for OUR customers. You’ll also receive training on the biggest name in the agricultural, commercial, and residential equipment industry— JOHN DEERE! You’ll be proud to contribute to essential work and to something bigger than yourself.

The Financial Planning and Analysis Manager is responsible for financial planning, budgeting, forecasting and analysis of the company's financial performance. He/she plays a key role in strategic decision-making by providing rigorous financial analyses and informed recommendations to management.

WHAT YOU'LL DO:

Develop, coordinate and consolidate the annual budget process and quarterly/monthly financial forecasts.

Design and improve financial models to support strategic decisions (investments, profitability, growth).

Provide financial performance analyses, budget variances and ad hoc reports to management.

Support monthly business reviews with relevant analyses of revenues, margins, costs and performance indicators.

Work closely with operational and accounting departments to ensure consistency of data and assumptions.

Develop and automate reporting tools (dashboards, KPIs, etc.).

Participate in the financial evaluation of projects (capex, new products, cost-saving initiatives).

Identify financial risks and propose mitigation plans.

WHAT WE'RE LOOKING FOR IN YOU :

University degree in finance, accounting, economics or related field (CPA an asset).

Minimum 5 to 7 years' experience in financial analysis.

Strong analytical skills, rigor and sense of priorities.

Proficiency in advanced Excel, PowerPoint-knowledge of Power BI or another visualization tool an asset.

Strong communication skills, able to popularize financial issues for non-financial people.

Initiative, autonomy and results orientation.

WE OFFER :

Group insurance after just 3 months on the job , including dental coverage to give you peace of mind.

Access to virtual healthcare , fully covered by the employer, so you can consult a healthcare professional quickly and easily—anytime, anywhere.

An RRSP with employer contributions , starting after 3 months, to help you build your future with confidence.

Workwear provided , so you're always ready to take on the day in comfort and safety.

An Employee and Family Assistance Program , offering support for mental, financial, and family well-being whenever you need it.

Exclusive corporate discounts for you and your family—real perks you can enjoy every day!

Join our team of over 450 employees and build your EXTRAORDINARY career —with us!