Financial Planning Expert

We're excited to introduce a unique opportunity for a Financial Planning Expert to join our finance team at JacksonStone & Partners. As a key player in our financial planning process, you'll work closely with our leadership team to develop and implement comprehensive financial plans that drive business growth.The successful candidate will possess exceptional...

About 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...

We are seeking a highly motivated Financial Planning expert to join our Residential Lending team at ParkerBridge.About the job:The ideal candidate will be responsible for delivering high-quality residential lending advice to clients.Key responsibilities:Implement our unique wealth creation model to provide personalized financial solutions to clients.Manage...

Company OverviewWellington-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.

Unlock 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...

About 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...

About 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...

Key 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...

We are looking for a highly skilled financial planning specialist to join our team. As a key member of our advisory team, you will be responsible for helping clients maximise their KiwiSaver potential, assist them in buying their first homes, and setting up their finances for retirement.About the Role:Meet with clients to discuss their financial goals and...

Penn 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...

The 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...

Job SummaryWe are seeking an experienced Tax & Estate Planner to join our team at Wellington-Altus Financial Inc. In this role, you will provide advanced tax planning services to high-net-worth clients and their families. You will leverage your industry expertise and knowledge to deliver comprehensive tax and estate planning solutions.Key...

Why Join Us: At Enva Financial, we offer a unique and rewarding career opportunity for individuals who are passionate about delivering exceptional service and building long-lasting relationships with our customers. As a Mortgage Broker, you will have the opportunity to work closely with our team of experienced professionals to deliver outstanding results and...

About this Role:We are seeking an experienced Finance Manager to join our team.This is a great opportunity for someone who has a passion for finance and wants to make a real difference in the organisation.The successful candidate will have excellent analytical skills, strong commercial acumen and the ability to communicate effectively with stakeholders at...

Job 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.

Job SummaryWe are seeking a highly skilled finance professional to join our team as a Senior Finance Business Partner. The successful candidate will have excellent analytical and communication skills, with experience in financial planning and analysis.About the RoleAs a Senior Finance Business Partner, you will play a key role in supporting our senior...

We are seeking a highly motivated and experienced Risk Insurance Financial Adviser to join our team at RIVAL Wealth. As a successful candidate, you will have a proven track record of delivering exceptional customer service and managing an established portfolio of existing long-term clients.You will be responsible for providing expert financial advice to...

We are seeking a skilled Financial Services Expert to join our team at Randstad. This role plays a critical part in supporting the organization's financial health and strategic decision-making.About the RoleAs a Financial Services Expert, you will be a trusted advisor to stakeholders and their teams, providing expert financial guidance and management...

We 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:...

About 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...