Planning analyst Jobs in Longueuil, QC
Last updated: 1 day ago
Nous recrutons actuellement un Analyste en planification financière pour rejoindre notre groupe de planification du patrimoine.
Le groupe de planification du patrimoine de CI offre aux clients exist...Show moreLast updated: 8 days ago
The ideal candidate is a team player who will work closely with business stakeholders and the IT teams to analyze, design, and implement Enterprise Resource Planning (ERP) solutions that optimize b...Show moreLast updated: 6 days ago
Joining AbbVie means you will be part of a team of outstanding professionals dedicated to making a remarkable impact on patients' lives.
At AbbVie, we conduct ground-breaking science on a global sca...Show moreLast updated: 1 day ago
Automotive glass technology is helping transform how we experience the road.Speedy Glass, Lebeau vitres d’auto.We welcome applications from everyone, and are firmly committed to diversity, equity a...Show moreLast updated: 29 days ago
Real Estate Planning Analyst (Hybrid).Americas-Canada-Quebec-MontrealEducation Level : Bachelor's Degree.OtherEmployment Type : Full TimeJob Level : Director.
We’re seeking someone to join our team as a R...Show moreLast updated: 30+ days ago
Sous la responsabilité du Gestionnaire Principal de la planification de la demande, l'analyste de la planification de la demande élabore et gère les plans de prévision des volumes réguliers et prom...Show moreLast updated: 15 days ago
Sous la responsabilité du Directeur de la planification du réseau,.Vous dirigerez des projets tels que l'élaboration de normes d'investissement, l'affinement des modèles de prédiction de sites et l...Show moreLast updated: 16 days ago
Our client, an international manufacturing and construction company, is seeking a highly skilled and motivated Senior FP&A Analyst to join their finance team.
This role will be responsible for repor...Show moreLast updated: 6 days ago
In a dynamic and fast-paced environment, you will have the opportunity to take tangible actions to drive results and influence the performance of one of BRP’s key product lines.You will be working ...Show moreLast updated: 1 day ago
YOUR TALENT WILL GET US THERE!.Groupe Robert is currently looking for a Pricing Analyst for its Boucherville terminal.Your responsibilities will be as follows : .
Respond, by telephone or e-mail, to r...Show moreLast updated: 30+ days ago
We are seekingamotivated and enthusiastic network planning intern to join our team.This position offers a unique opportunity to gain hands-on experience in a dynamic environment.The intern will par...Show moreLast updated: 15 days ago
We are a consumer-packaged goods company located in the heart of downtown Montreal, specializing in manufacturing, developing, designing, and marketing consumer products under license for a major A...Show moreLast updated: 4 days ago
The Wealth Planning Support Team is a business unit within BMO Wealth Planning, Trust & Advisory Services, dedicated to providing advisory, planning solutions, and Subject Matter Expertise support ...Show moreLast updated: 30+ days ago
This is not a Financial Analyst role but rather a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal fi...Show moreLast updated: 30+ days ago
Our client, a multinational, is looking for an FP&A - Analyst to complete its team.Location : Downtown Montreal (Hybrid).
Salary : 80K-95K depending on experience.Apply now if you are interested ...Show moreLast updated: 24 days ago
As a Financial Analyst, you will join Ubisoft's IT team.This department specializes in the development, integration, and maintenance of technologies and infrastructures necessary for game developme...Show moreLast updated: 30+ days ago
The Analyst will be a key contributor to enable the sales and operations planning team and to support our Business Aviation, Helicopter Aviation and Maintenance training businesses.This analyst wil...Show moreLast updated: 30+ days ago
- Promoted
Bilingual Wealth Planning Analyst
CI FinancialMontreal, QC, CanadaFull-time
- Promoted
Enterprise Resources Planning Business Analyst
SupremeX Inc.Greater Montreal Metropolitan Area, CanadaFull-time
Supply Planning Analyst
AbbVieMontreal, Québec, CanadaFull-time
- Promoted
Senior Financial Planning and Analysis Analyst (FP&A)
Belron Canada Inc.Montreal, QC, CanadaFull-time
Real Estate Planning Analyst (Hybrid)
Morgan StanleyMontreal, Quebec, CanadaCA$85,000.00–CA$95,000.00 yearly
Analyste, Planification de la demande / Analyst, Demand Planning
MCD McKesson Canada Corporation / La Corporation McKesson CanadaLaurent, Ville Saint, Montreal, QC, CANCA$68,000.00–CA$113,400.00 yearly
Full-time
Analyste en planification de sites et réseau | Site and Network Planning Analyst
FLO EV ChargingMontreal, QC, CAFull-time
Quick Apply
Estate Planning Associate
Royal Bank of Canada>MONTRÉAL, Canada You will provide support to a team that helps our RBC Dominion Securities Investment Advisors, RBC PH&N Investment Counsel Investment Counsellors, and our clients with insurance quotations, new pol...Show moreLast updated: 16 days ago
- Promoted
Senior Financial Planning Analyst
HaysMontreal, QC, CanadaFull-time
- Promoted
Analyst, Sales Planning Off-Road Vehicles
BRPAnjou, CAFull-time
- Promoted
Pricing Analyst
Groupe RobertBoucherville, CanadaCA$20.00–CA$22.00 hourly
Quick Apply
Network Planning Intern
IntelcomCanada, Quebec, MontrealFull-time
Planning Manager
BechtelMontreal, QC, CA Relocation Authorized : National / International - Family.Telework Type : Full-Time Office / Project.Work Location : Montreal, Quebec.
Des équipes extraordinaires bâtissant des projets inspirants .Depuis 1...Show moreLast updated: 30+ days ago
Production Planning Manager
Proforce PersonnelQuebec, CA Thank you in advance, but if you do not have a valid work permit, please don't apply to this position • •.Our client, a manufacturer of womens contemporary and classic clothing, is looking for a.The ...Show moreLast updated: 23 days ago
- Promoted
Forecast Planning and Allocation Manager
SEG ProductsGreater Montreal Metropolitan Area, CanadaFull-time +1
Wealth Planning Advisor
BMOMontreal, QCCA$68,000.00–CA$126,000.00 yearly
Part-time
Financial Planning Analyst
RBC - Royal BankMontreal, QCCA$85,000.00–CA$105,000.00 yearly
- Promoted
Financial Planning Analyst - Multinational - Up to 95K Annual
Randstad CanadaMontréal, Quebec, CAPermanent
Quick Apply
IT Financial Planning Analyst
UbisoftMontreal, QC, CACA$89,200.00–CA$130,750.00 yearly
- Promoted
Analyst Operations Planning - America
CAEMontrealCA$40.00–CA$52.00 hourly
Full-time
Bilingual Wealth Planning Analyst
CI FinancialMontreal, QC, Canada8 days ago
Job type
- Full-time
Job descriptionDeux ans d’expérience en planification financière, y compris avec l’utilisation d’un logiciel de planification financière tel que Naviplan, Snap Projections ou Conquest. Qualification IQPF / CFP en cours ou obtenue. Bonne connaissance de la suite Microsoft Office. Haut degré de précision, souci du détail et fortes compétences analytiques. Capacité à travailler de manière efficace et efficiente dans un environnement en évolution rapide. Bonnes capacités de communication et de présentation. Complete a thorough review of client information to be used in the preparation of comprehensive Wealth Plans, Financial Plans, Financial Assessments, and other deliverables Communicate with Regional Wealth Planners, Financial Advisors, and their respective assistants in situations where additional information or clarification is required Prepare base case analyses, sensitivity analyses, and life insurance analyses of client information using specialized financial planning software Analyze the results obtained in the various analyses noted above in order to draft Wealth Plans and other deliverables for Assante Private client and others Conduct research on various financial and insurance matters as required Ensure that various software applications properly apply financial planning concepts on a consistent basis Participate in in-house seminars and training for company's employees Undertake an ongoing program of education and professional development in accordance with the Company's policies as published from time to time Work with colleagues within the company and the company's clients in a professional manner, displaying the utmost respect for fellow workers and clients 2 years’ experience with financial planning including the use of financial planning software such as Naviplan, Snap Projections or Conquest Enrollment in or successful completion of the IQPF / CFP designation Good Microsoft Office suite skills High degree of accuracy, attention to detail and strong analytical skills Ability to work effectively and efficiently in a fast-paced environment Good communication and presentation skills
APERÇU DU POSTE
Nous recrutons actuellement un Analyste en planification financière pour rejoindre notre groupe de planification du patrimoine. Le groupe de planification du patrimoine de CI offre aux clients existants et à leurs familles une équipe dévouée qui s’efforce d’améliorer leur bien-être financier en leur fournissant des services de planification financière, fiscale et successorale.
Dans ce rôle, le candidat retenu développera des relations précieuses avec nos conseillers en leur fournissant des solutions de planification financière, fiscale et de retraite dans un environnement sans commission. Vous assisterez les conseillers auprès des clients potentiels et existants en coordonnant et en préparant divers documents de planification du patrimoine.
RESPONSABILITÉS PRINCIPALES
- Effectuer un examen approfondi des informations sur les clients qui seront utilisées pour la préparation de plans de patrimoine, de plans financiers, de portraits financiers et d’autres produits livrables.
- Communiquer avec les planificateurs de patrimoine régionaux, les conseillers financiers et leurs adjoints respectifs dans les situations où des informations supplémentaires ou des clarifications sont nécessaires.
- Préparer des analyses de cas de base, des analyses de sensibilité et des analyses d’assurance-vie à partir des renseignements fournis par les clients à l’aide de logiciels de planification financière spécialisés.
- Analyser les résultats obtenus dans les différentes analyses mentionnées ci-dessus afin de rédiger des plans de patrimoine et d’autres produits livrables pour le client privé Assante et d’autres personnes.
- Effectuer des recherches sur diverses questions financières et d’assurance, selon les besoins.
- S’assurer que les diverses applications logicielles appliquent correctement et de manière cohérente les concepts de planification financière.
- Participer à des séminaires et à des formations internes pour les employés de la société.
- Entreprendre un programme continu d’éducation et de développement professionnel conformément aux politiques de la société telles que publiées de temps à autre.
- Travailler avec les collègues de la société et les clients de la société de manière professionnelle, en faisant preuve du plus grand respect pour les collègues et les clients.
COMPÉTENCES REQUISES
JOB OVERVIEW
We are currently recruiting for a Wealth Planning Analyst to join our Wealth Planning Group. The wealth planning group at CI offers existing high net wealth clients and their families a dedicated team who work to enhance their financial well-being by providing Financial, Tax and Estate Planning services.
In this role, the successful candidate will develop valued relationships with our advisors by providing financial, tax and retirement planning solutions in a non-commission environment. You will assist advisors with both prospective and existing clients through the coordination and preparation of various wealth planning deliverables
WHAT YOU WILL DO
WHAT YOU WILL BRING
LI-HYBRID