Senior Financial Accounting Manager leading technical accounting and financial reporting at BDO, ensuring compliance and guiding complex transactions with team collaboration.
About the role
- Financial Planning Consultant providing expert financial planning counsel and wealth management solutions to high net worth clients. Analyzing portfolios and educating clients on investment strategies.
Responsibilities
- Provide expert financial planning counsel specializing in wealth management solutions
- Work in partnership with CIBC branch based advisors
- Analyze customer portfolios and prepare retirement/investment plans
- Interview customers to define and analyze their needs and goals
- Educate customers about their investments and their portfolio
- Maintain teamwork with relationship managers within the branch network
Requirements
- 7 - 10 years of financial advisory/sales experience with High Net Worth clients
- Extensive investment knowledge and expertise
- Strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group
- Successfully completed the Canadian Securities Course (CSC)
- Conduct and Practices Handbook Course (CPH) is an asset
- Status of Registered Representative (if required) or status of IIROC
- Successful designation of CFP (Certified Financial Planner) is required
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Consultant(e) Fonctionnel(le) assisting clients with Microsoft Dynamics 365 Business Central implementation. Collaborating with teams and ensuring alignment with client needs.
Finance Trainee tasked with credit control and supporting finance team for the Beauty division at Chalhoub Group.
Client and Adviser Support role supporting Financial Planners with administrative tasks in wealth management. Provides opportunity for career progression within financial planning sector.
Financial Planning Administrator supporting planners in administrative tasks and client interactions. Opportunity for career growth in financial planning roles.
Finance Business Partner supporting manufacturing operations and enhancing performance transparency in Porto. Collaborating with operational leaders and analyzing financial results for better decision - making.
Sr. FP&A Manager managing financial activities and leading FP&A objectives for Nava. Overseeing Capex management, forecasting, and business analytics in a global setting.
Manager of Financial Planning & Analysis at Team Liquid, supporting financial planning and budgeting processes. Collaborating with CFO and stakeholders while delivering financial insights across the organization.
Senior Financial Analyst providing financial guidance and strategic analysis to drive execution and change. Managing financial activities for SBU at PPG's Shah Alam office with a focus on reporting and budgeting.
Financial Analyst providing financial insights for business decisions at PPG. Responsible for reporting, monthly closing, and collaboration with finance and business stakeholders in a hybrid work environment.