Financial Planning Specialist
1 week ago
Company Overview
Wellington-Altus Financial Inc. is a leading financial services company founded in 2017, with over $30 billion in assets under administration. We are committed to providing exceptional service to our clients, focusing on successful entrepreneurs and high-net-worth individuals.
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Financial Planning Specialist
1 week ago
Wellington, Wellington, New Zealand Foxplan Ltd Full timeUnlock Your Potential as a Financial Planning SpecialistJoin FoxPlan's team of experienced financial advisors and take advantage of our commission-only structure, designed to reward your hard work and dedication. As a key player in our company, you'll have the freedom to build and manage your own client base, retaining a significant portion of the revenue...
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Financial Planning and Reporting Specialist
2 weeks ago
Wellington, Wellington, New Zealand Te Puni Kokiri Full timeAbout Us:Ta Puni Kokiri is committed to advancing Maori aspirations and well-being. We believe that diversity fuels innovation and enriches our collective strength. As a result, we welcome applications from individuals of all backgrounds, cultures, and experiences.Job Summary:We are seeking a Financial Planning and Reporting Specialist to join our team. The...
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Financial Operations Specialist
2 weeks ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeJob OverviewWe are seeking an experienced Financial Operations Specialist to join our team in Winnipeg or Toronto. As a subject matter expert in separately managed accounts, you will play a key role in the SMA/UMA managed programs offered by Wellington-Altus.
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Estate Planning Specialist
2 weeks ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeAbout UsWellington-Altus Financial Inc. is a dynamic financial services company that values innovation and excellence. Our team is comprised of experienced professionals who are dedicated to delivering outstanding results for our clients.The RoleWe are seeking a highly skilled Tax & Estate Planner to join our team. In this role, you will be responsible for...
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Financial Planning Specialist
2 weeks ago
Wellington, Wellington, New Zealand New Zealand Police Full timeAbout the RoleNew Zealand Police is committed to reducing crime and enhancing community safety. We work in partnership with individuals, communities, businesses, and other public sector agencies to achieve our vision of Safer Communities Together.We are seeking a Financial Analyst - Capital who will play a key role in developing and enhancing capital...
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Accounting and Financial Planning Specialist
6 days ago
Wellington, Wellington, New Zealand Randstad Full timeKey ResponsibilitiesPartner with budget holders to deliver insightful financial analysis, forecasting, and reporting that drive informed decision-making at all levels.Train and guide budget managers in interpreting financial information and navigating financial processes to ensure effective allocation and utilization of resources.Collaborate with the Finance...
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Financial Planning Expert
1 week ago
Wellington, Wellington, New Zealand New Zealand Government Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Expert to join our team. The successful candidate will lead and manage people, plans, and resources to support the delivery of outcomes aligned to our purpose and agreed strategies.Key responsibilities include leading the strategic finance project accounting team, providing...
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Financial Planning Specialist
2 weeks ago
Wellington, Wellington, New Zealand Jacksonstone & Partners Full timeKey Responsibilities:Act as a strategic financial advisor 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...
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Financial Planning Consultant
1 week ago
Wellington, Wellington, New Zealand Absa Group Full timeWe are seeking a Financial Planning Consultant to join our team at Absa Group. As a key player in our client engagement process, you will be responsible for establishing and maintaining professional relationships with clients, assessing their needs, and providing tailored financial advice.Key Skills and QualificationsBachelor's Degrees and Advanced Diplomas:...
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Financial Planning Lead
6 days ago
Wellington, Wellington, New Zealand New Zealand Government Full timeAbout Our OrganisationWe are a government department in New Zealand that aims to shape an education system delivering equitable and excellent outcomes. Our organisation comprises talented and committed people from diverse backgrounds and cultures, working together to make a difference in education.">">Role Overview">The Finance Manager, Capital Investment...
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Financial Planning Specialist
2 weeks ago
Wellington, Wellington, New Zealand Ministry Of Health New Zealand Full timeCompany OverviewMinistry of Health New ZealandWe are the kaitiaki of the health system, providing leadership and driving strategy and performance.The Polynesian Health Corridors (PHC) team supports Polynesian countries through a range of modalities. In addition to directly assisting countries in some areas, the PHC team also contracts partners/suppliers for...
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Financial Planning Partner
23 hours ago
Wellington, Wellington, New Zealand Jacksonstone & Partners Full timeKey ResponsibilitiesWe are seeking an experienced finance professional to join our team as a Senior Finance Business Partner. The successful candidate will be responsible for working closely with senior management to develop and implement effective financial planning and analysis strategies. This will involve:Providing strategic financial advice and guidance...
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Financial Planning Manager
2 weeks ago
Wellington, Wellington, New Zealand Robert Walters New Zealand Full timeCompany Overview">We are a global recruitment agency with a presence in over 30 countries.We specialize in providing top talent to organizations across various industries.Job Description">We are seeking a highly skilled Finance Manager to join our team in Wellington.The ideal candidate will have a strong background in finance and accounting, with excellent...
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Financial Planning Manager
2 weeks ago
Wellington, Wellington, New Zealand Robert Walters New Zealand Full timeAbout the RoleRobert Walters New Zealand is seeking a Senior Management Accountant to join their team. As a finance expert, you will provide respected advice and guidance across the organisation. This role involves strategic planning, budget bids, and business cases, aiming to enhance financial management capability.As a Senior Management Accountant, your...
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Career Opportunities in Financial Planning
2 weeks ago
Wellington, Wellington, New Zealand FoxPlan Ltd Full timeOverviewAt FoxPlan Ltd, we offer a dynamic environment that empowers our financial advisers with the freedom and flexibility to build thriving practices on their own terms.Our business model is built for ambitious professionals who want control over their time, income, and future.The OpportunityWe are seeking Level 5 qualified financial advisers who are...
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Financial Systems Specialist
1 week ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeCompany Overview:Wellington-Altus Financial Inc. is a leading investment dealer in Canada, with a strong presence across the country. Founded in 2017, our organization has experienced significant growth and success, with over $35 billion in assets under administration.The Opportunity:We are seeking an exceptional individual to join our team as a Business...
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Strategic Financial Planning Position
1 week ago
Wellington, Wellington, New Zealand New Zealand Government Full timeThe Ministry of Māori Development is a key player in the New Zealand Government's efforts to advance Māori aspirations and well-being. We are seeking an experienced Strategic Financial Planning Position to join our team and contribute to this important work.As a key member of our finance team, you will have the opportunity to:Work closely with senior...
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Financial Compliance Specialist
2 weeks ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeAbout Us:Wellington-Altus Financial Inc. is a leading investment dealer in Canada, with a strong presence across the country.We are committed to delivering exceptional service to our clients and fostering a culture of compliance and integrity within our organization.Job Summary:The Compliance Analyst, Branch Audit will be responsible for conducting...
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Financial Planning and Analysis Expert
2 weeks ago
Wellington, Wellington, New Zealand Franklin International Full timePenn Foster's Financial Planning & Analysis team plays a pivotal role in driving business decision-making through quantitative, analytical support. As ambassadors to business leaders, we bridge strategic and operational planning, providing crucial insights for informed decisions.Key Responsibilities:Partner with senior management and department leads to...
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Financial Planning and Advice Specialist
1 week ago
Wellington, Wellington, New Zealand Te Puni Kōkiri Full timeJob Summary We are seeking an experienced finance professional to join our team as a Senior Management Accountant. In this role, you will have the opportunity to develop your skills and expertise while contributing to the success of our team. You will work closely with budget managers and Deputy Secretaries to provide timely, accurate financial information...