Financial Planning Lead

Key ResponsibilitiesWe are looking for a highly skilled Tax & Estate Planner to join our team at Wellington-Altus Financial Inc. The key responsibilities of this role include:Tax Planning & Compliance:Serve as a subject matter expert on sophisticated trust, estate and income tax questions and issues for high-net-worth and ultra-high-net-worth clients.Meet...

About UsWellington-Altus Financial Inc. is a leading investment dealer in Canada, with over $30 billion in assets under administration and offices across the country. Founded in 2017, our organization identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.The OpportunityWe are seeking an experienced Tax &...

Empowering New Zealanders to Secure Their FutureAbout UsWe are passionate about creating innovative, transparent, and affordable retirement solutions. As a Retirement Income Group company, we have rapidly grown to manage nearly $1 billion in funds. Our goal is to provide diversified portfolios and set the standard in retirement income innovation.Position...

Job Summary:We are seeking an experienced Finance Business Partner to join our team at Jacksonstone & Partners.The successful candidate will have a strong background in financial planning, business partnering, or management accounting, with a Chartered Accountant or equivalent qualification.Key Responsibilities:Acting as a strategic financial advisor to...

We are seeking a Financial Planning Consultant to join our team as a Finance Business Partner. In this role, you will play a critical part in supporting the organization's financial health and strategic decision-making.As a trusted advisor, you will collaborate with budget holders, stakeholders, and your finance colleagues to provide expert financial...

**Company Overview:**Tangram is a forward-thinking organization that empowers financial advisers to build thriving practices on their own terms.We offer a high-trust, high-reward environment that allows our professionals to take control of their time, income, and future.**Job Description:**We are seeking level 5 qualified financial advisers who are ready to...

Key ResponsibilitiesProvide strategic financial guidance to leadership teams, supporting key business initiatives.Deliver accurate and forward-thinking financial insights to drive decision-making.Lead budgeting and forecasting processes, ensuring alignment with strategic goals.Identify financial risks and opportunities, ensuring compliance with regulatory...

We are seeking a skilled Financial Services Industry Professional to join our team at Wellington-Altus Financial Inc. In this role, you will be responsible for providing strategic support to our senior management team, with a focus on business growth and development.The ideal candidate will have a deep understanding of the financial services industry,...

We are seeking a highly skilled Senior Finance Business Partner to join our team at JacksonStone & Partners.This role offers the opportunity to work strategically with senior management, supporting the business with financial planning and analysis.As a Senior Finance Business Partner, you will be responsible for influencing strategy and planning, modelling...

Company OverviewWellington-Altus Financial Inc. is a leading investment dealer in Canada, with a strong presence across the country. Founded in 2017, the company has experienced rapid growth and expansion, establishing itself as one of Canada's Best Managed Companies.Our organization consists of various subsidiaries, including Wellington-Altus Private...

Overview:Fdn (Uk) Ltd is a rapidly growing global business that provides a wealth management platform that integrates modern technology with business and investment operations. They partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).About the Job:This role will be responsible for...

Company Overview">Wellington-Altus Financial Inc. is a leading financial services company with a strong presence in Canada. Founded in 2017, the company has established itself as a top-rated investment dealer and one of Canada's Best Managed Companies.">The Opportunity">We are seeking a highly skilled and experienced Senior Marketing Strategist to join our...

Role OverviewWe are looking for a highly skilled Tax & Estate Planner to join our team at Wellington-Altus Financial Inc. This role requires a deep understanding of tax planning and estate planning principles, as well as excellent communication and interpersonal skills.Duties and Responsibilities:Meet with existing and potential clients to provide tax and...

OverviewWellington-Altus Financial Inc. is a leading investment dealer in Canada, with over $35 billion in assets under administration. The company operates offices across the country and identifies with successful advisors and portfolio managers.Our organization was founded in 2017 and has received recognition as one of Canada's Best Managed Companies. We...

Job OverviewWe are seeking a highly skilled Senior Financial Accountant to lead our financial accounting team during key periods. This exciting opportunity will enable you to work with a leading commercial organisation on a 6 Month Hourly Rate Contract.Key Responsibilities:Manage and lead the financial accounting team effectively.Prepare accurate and timely...

We are looking for experienced Level 5 financial advisers who share our vision of building the future of financial planning.Our unique model empowers our advisers with the freedom, flexibility, and tools to build thriving practices on their own terms.The BenefitsBonus Structure: Earn more with our uncapped commission structure.Flexibility: Work from anywhere...

Job OverviewWe have an exciting opportunity for a skilled Financial Analyst to join our team at FNZ (UK) Ltd.The successful candidate will be responsible for managing financial forecasts, analysing monthly ledger data, and providing support for general budget/forecast enquiries.This is an excellent opportunity to develop your skills in financial analysis,...

About the RoleThe Ministry of Education's Capital Investments Team is seeking a highly skilled Finance Manager to lead and manage financial plans, resources, and teams to deliver strategic outcomes.As a key member of the team, you will provide expert financial support and advice to Property Delivery, ensuring alignment with the Ministry's purpose and agreed...

**About Us**We work to shape an education system that delivers equitable and excellent outcomes. Our organisation is made up of talented and committed people around Aotearoa, from a wide range of backgrounds and cultures.In this role, you will lead the strategic finance project accounting team, focusing on providing Property Delivery with expert support and...

About the OpportunityThis is a fantastic opportunity to join a leading financial services company and contribute to its growth and success. As a Business Development Manager, you will play a key role in driving business growth and development through effective relationship management and partnership-building. You will work closely with our internal teams and...