Financial Planner Jobs in Victoria
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Search Results - Financial Planner Jobs in Victoria
NATIONAL BANK OF CANADA-Victoria
Provide advice and service according to the team’s investment management process and the client’s needs
• Target time split: 20% planning, 40% business development, 40% client advisory/service
• Evaluate, identify client’s financial planning needs...
National Bank-Victoria
>Evaluate, identify client’s financial planning needs and propose solutions Monitor and follow up on complex financial plans completed by in-house planner Your team: National Bank...
Accor Hotels-Victoria
and Department Heads.
Developing and managing key relationships with division heads and senior managers to provide financial support and understanding of short and long-term financial plans.
Overseeing financial planning, reporting, and analysis, including budget...
Accor Hotels-Victoria
Iraq. As a key member of our financial leadership, you will be responsible for overseeing all financial operations, ensuring accuracy, compliance, and strategic financial planning to drive our organization's success.
• Manage all aspects of the hotel's...
appcast.io -
University of Victoria-Victoria
budget, financial policies, financial planning and reporting, contracts and risk management frameworks, ensuring transparency, compliance, and alignment with the legal and regulatory aspects and ONC’s strategic goals.
They also serve as Treasurer...
Accor Hotels-Victoria
and coordinate hotel financial planning and budget management functions
• Monitor and analyze monthly operating results against budget
• Direct and coordinate debt financing and debt service payments with external agencies
• Prepare annual reports of actual...
appcast.io -
Royal Bank of Canada-Victoria
and maintain client relationships.
• You’re a self-starter – someone who wants to make their day their own.
• You’re driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.
How you’ll succeed...
rbc.com -
University of Victoria-Victoria
initiatives and financial sustainability. This position reports directly to the Dean and works closely with the faculty’s leadership team, as well as the Associate Vice-President, Academic Resource Planning.
This role is essential to ensuring the financial...
appcast.io -
Helicopters Without Borders-Vancouver, 93 km from Victoria
in organizing corporate events, initiatives, and fundraising activities.
• Assist in transportation needs (mission equipment).
Financial & Budget Oversight
• Support budget preparation, financial tracking, and financial planning.
• Ensure compliance...
Royal Bank of Canada-Victoria
of influence
• Digital literacy using a variety of systems and tools
Nice to have
• Fluent in other languages
• Great communication skills
• Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS...
rbc.com -
Jamieson Wellness Inc.-Toronto, 3384 km from Victoria
the company's strategic direction through data-driven insights and cross-functional collaboration.
Key Responsibilities:
Budgeting & Reforecasting:
• Support the financial planning process for budgeting, reforecasting, and financial projections.
• Quantify...
Waterworth-Victoria
Who We Are:
Muniworth is an innovative SaaS startup dedicated to municipal financial forecasting, empowering local governments to optimize budgeting and strategic financial planning. We are currently building an advanced Machine Learning and AI...
workable.com -
Quantum Management Services Ltd.-Montréal, 3720 km from Victoria
net-worth individuals across Canada and the U.S. with their financial, investment, and planning needs. If you’ve got a background in wealth or portfolio administration and love working with clients, this could be the next big step in your career.
Why...
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