Financial Planning Analyst
Montreal, QC · On-site
Financial Planner diploma granted by the IQPF * 5 years of experience in financial planning, preferably in Wealth Management * Advanced knowledge of financial planning and Canadian Income Tax ...
Montreal, QC · On-site
Financial Planner diploma granted by the IQPF * 5 years of experience in financial planning, preferably in Wealth Management * Advanced knowledge of financial planning and Canadian Income Tax ...
Montreal, QC · On-site
Financial Planner diploma granted by the IQPF * 5 years of experience in financial planning, preferably in Wealth Management * Advanced knowledge of financial planning and Canadian Income Tax ...
$140 - $190/hr
Minimum of 10 years of progressive management experience leading teams * Excellent financial planning and business analysis experience advising management on operational excellence/performance ...
$140 - $190/hr
Minimum of 10 years of progressive management experience leading teams * Excellent financial planning and business analysis experience advising management on operational excellence/performance ...
Montreal, QC · On-site
Financial Planner diploma granted by the IQPF * 5 years of experience in financial planning, preferably in Wealth Management * Advanced knowledge of financial planning and Canadian Income Tax ...
Montreal, QC · On-site
Financial Planner diploma granted by the IQPF * 5 years of experience in financial planning, preferably in Wealth Management * Advanced knowledge of financial planning and Canadian Income Tax ...
Maintain Computerized Maintenance Management System (CMMS) and/or Enterprise Asset Management (EAM) System to update work orders and track accurate metrics on the performance of planning and ...
Maintain Computerized Maintenance Management System (CMMS) and/or Enterprise Asset Management (EAM) System to update work orders and track accurate metrics on the performance of planning and ...
Terrebonne, QC · Hybrid
CA$85K - CA$95K/yr
At least two years of experience in supervision or team management; Experience in a multi-site, multi-product manufacturing environment; Strong knowledge of MRP principles, capacity planning, and ...
Terrebonne, QC · Hybrid
CA$85K - CA$95K/yr
At least two years of experience in supervision or team management; Experience in a multi-site, multi-product manufacturing environment; Strong knowledge of MRP principles, capacity planning, and ...
Terrebonne, QC · On-site
CA$85K - CA$95K/yr
At least two years of experience in supervision or team management; Experience in a multi-site, multi-product manufacturing environment; Strong knowledge of MRP principles, capacity planning, and ...
Terrebonne, QC · On-site
CA$85K - CA$95K/yr
At least two years of experience in supervision or team management; Experience in a multi-site, multi-product manufacturing environment; Strong knowledge of MRP principles, capacity planning, and ...
Serve as a strategic, trusted partner to senior business managers, CAOs, and Chiefs of Staff on long-term workforce planning. Respond to ad hoc senior-level requests with clear, concise, and ...
Serve as a strategic, trusted partner to senior business managers, CAOs, and Chiefs of Staff on long-term workforce planning. Respond to ad hoc senior-level requests with clear, concise, and ...
Commercial Operations Manager In this role, you will have the opportunity to support the development of the planning and fulfillment-related processes, skills, and tools. Each day, you will support ...
Commercial Operations Manager In this role, you will have the opportunity to support the development of the planning and fulfillment-related processes, skills, and tools. Each day, you will support ...
Commercial Operations Manager In this role, you will have the opportunity to support the development of the planning and fulfillment-related processes, skills, and tools. Each day, you will support ...
Commercial Operations Manager In this role, you will have the opportunity to support the development of the planning and fulfillment-related processes, skills, and tools. Each day, you will support ...
Leading the migration and implementation of a new ERP system from end to end ; Supporting ... Excellent communication and stakeholder management skills. Permanent full‑time position
New
Leading the migration and implementation of a new ERP system from end to end ; Supporting ... Excellent communication and stakeholder management skills. Permanent full‑time position
New
Leading the migration and implementation of a new ERP system from end to end ; Supporting ... Excellent communication and stakeholder management skills. Permanent full‑time position
New
Leading the migration and implementation of a new ERP system from end to end ; Supporting ... Excellent communication and stakeholder management skills. Permanent full‑time position
New
... Planning & Insights Manager plays a pivotal role in supporting the organization's growth and ... This individual will lead the development of strategic marketing plans, champion the consistent ...
... Planning & Insights Manager plays a pivotal role in supporting the organization's growth and ... This individual will lead the development of strategic marketing plans, champion the consistent ...
... Planning & Insights Manager plays a pivotal role in supporting the organization's growth and ... This individual will lead the development of strategic marketing plans, champion the consistent ...
... Planning & Insights Manager plays a pivotal role in supporting the organization's growth and ... This individual will lead the development of strategic marketing plans, champion the consistent ...
... Planning & Insights Manager plays a pivotal role in supporting the organization's growth and ... This individual will lead the development of strategic marketing plans, champion the consistent ...
... Planning & Insights Manager plays a pivotal role in supporting the organization's growth and ... This individual will lead the development of strategic marketing plans, champion the consistent ...
CA$120 - CA$130/hr
... données, ERP, CRM ou les solutions d'IA pionnières, notre équipe chevronnée est prête à ... You will be part of a multicultural team, energetic and supportive contributed. We love winning ...
Quick apply
CA$120 - CA$130/hr
... données, ERP, CRM ou les solutions d'IA pionnières, notre équipe chevronnée est prête à ... You will be part of a multicultural team, energetic and supportive contributed. We love winning ...
Purpose of the role Reporting to the Manager of Material Management and Planning, the person in this position ensures the supply of components within required timelines, while optimizing inventory ...
Purpose of the role Reporting to the Manager of Material Management and Planning, the person in this position ensures the supply of components within required timelines, while optimizing inventory ...
This position will lead and manage a team ofhighperforming, highly motivated Financial Planners ... The role will alsobe responsible forimplementation of strategic direction, removing barriers that ...
This position will lead and manage a team ofhighperforming, highly motivated Financial Planners ... The role will alsobe responsible forimplementation of strategic direction, removing barriers that ...
Minimum 3 - 5 years of experience in the financial planning/wealth management industry * Knowledge of Canadian taxation and pension legislation * Excellent verbal and written communication and ...
New
Minimum 3 - 5 years of experience in the financial planning/wealth management industry * Knowledge of Canadian taxation and pension legislation * Excellent verbal and written communication and ...
New
Job Summary The Manager, Financial Planning & Analysis plays a critical role in ensuring accurate ... This position demands a high level of attention to detail, strong analytical ability with excellent ...
Job Summary The Manager, Financial Planning & Analysis plays a critical role in ensuring accurate ... This position demands a high level of attention to detail, strong analytical ability with excellent ...
Participate and collaborate as a member of the unit's management committee in developing ... Supervise, engage, and participate in the skills development and succession planning of the team ...
Participate and collaborate as a member of the unit's management committee in developing ... Supervise, engage, and participate in the skills development and succession planning of the team ...
| Aspect | Manager Of Planning | Project Coordinator |
|---|---|---|
| Responsibilities | Oversees planning processes, develops strategies, manages planning teams | Supports project execution, coordinates tasks, assists project managers |
| Required Credentials | Bachelor's degree in related field, experience in planning or project management | Bachelor's degree, often entry-level, with organizational skills |
| Work Environment | Strategic planning departments, corporate offices | Project sites, offices, cross-functional teams |
| Industry Usage | Construction, manufacturing, corporate planning | IT, marketing, event planning, construction |
The Manager Of Planning focuses on strategic planning and managing planning teams, while the Project Coordinator supports project execution and coordination. Both roles require organizational skills and relevant education, but differ in scope and seniority.
The top searched job categories for Manager Of Planning jobs in Quebec are:
Cities in Quebec with the most Manager Of Planning job openings:

Job Description
What is the opportunity?
As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst provides comprehensive financial planning solutions. This involves acting as the primary financial planner in our centralized service as well as in a partnership role with the Financial Planning Specialists. Both services require the preparation and ongoing development of our "Compass" comprehensive financial plans.
This is a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.
What will you do?
Prepare comprehensive personal financial plans for high net-wroth clients
Recommend advice and opportunities to enhance client's financial situation
Maintain a high level of collaboration and knowledge with partners
Stay current with financial planning standards and practices
Contribute ideas and participate in development projects to enhance our services
Provide ongoing coaching and training to other professionals in Family Office Services
What do you need to succeed?
Must haves
Undergraduate diploma in a related field, preferably Finance or Wealth Management
Financial Planner diploma granted by the IQPF
5 years of experience in financial planning, preferably in Wealth Management
Advanced knowledge of financial planning and Canadian Income Tax (personal and corporate)
Advanced knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast-changing environment
Bilingualism (English and French) required
Nice-to-have:
Knowledge of Conquest financial planning application
Accounting designation
Natural curiosity towards learning and broadening the personal knowledge base
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Flexible work/life balance options.
Opportunities to do challenging work.
Opportunities to take on progressively greater accountabilities.
Access to a variety of job opportunities across business.
Job Skills
Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-OrientedAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Employment Type: FULL_TIMESourced by ZipRecruiter
Banking and credit intermediation
10,000+ Employees
Toronto, Ontario, CA