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Urban planning Jobs in North York, ON
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Urban planning • north york on
Financial Planning
H.B.S IncToronto, ON, CA- Promoted
Manager, Media Planning
Publicis GroupeToronto, ON, Canada- Promoted
Principal Civil Engineer - Transportation and Urban Infrastructure
Mott MacDonaldToronto, ON, Canada- Promoted
Career Postings : Intermediate Urban Planner / Designer AND Junior Planning Assistant
Pipe Tools SupplyToronto, ON, Canada- Promoted
Urban Public Policy and Governance (Assistant Professor)
University of GroningenOld Toronto, ON, Canada- Promoted
Graduate Town Planner
ZipRecruiterToronto, ON, CanadaPlanning Manager
MetrolinxToronto, Ontario, CanadaDirector, Media Planning
WPP MediaToronto, Ontario, Canada- Promoted
Director, Media Planning
PublicisgroupeToronto, ON, Canada- Promoted
Director, Sales Planning
NBCUniversalToronto, ON, Canada- Promoted
Urban Beekeeper | Toronto
AlvéoleToronto, ON, Canada- Promoted
Senior Urban Planner-Transportation
StantecMarkham, York Region, CanadaFinancial Advisor CIRO-MFD (Urban)
Canadian Imperial Bank of CommerceRichmond Hill, Ontario, Canada- Promoted
Urban Designer
SJ GroupMarkham, York Region, CanadaChief Urban Farmer - Toronto
MicroHabitatToronto, Ontario, Canada- Promoted
Sessional Lecturer - URD1021HF - Urban Design Visual Communications
University of TorontoToronto, ON, Canada- Promoted
Financial Advisor CIRO-ID (Urban)
CIBCMarkham, York Region, Canada- Promoted
Senior Urban Planner-Transportation
Stantec Consulting International Ltd.Markham, York Region, Canada- Hamilton, ON (from $ 65,536 to $ 202,967 year)
- Greater Sudbury, ON (from $ 39,000 to $ 190,478 year)
- Greater Napanee, ON (from $ 39,000 to $ 190,478 year)
- Parry Sound, ON (from $ 64,694 to $ 138,329 year)
- Owen Sound, ON (from $ 64,694 to $ 138,329 year)
- Edmonton, AB (from $ 46,713 to $ 126,253 year)
- North Vancouver, BC (from $ 39,000 to $ 123,506 year)
- West Vancouver, BC (from $ 39,000 to $ 123,506 year)
- Vancouver, BC (from $ 39,000 to $ 123,456 year)
- Quinte West, ON (from $ 39,000 to $ 123,420 year)
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Financial Planning
H.B.S IncToronto, ON, CA- Full-time
- Quick Apply
Key Responsibilities : Client Consultation & Needs Assessment : Meet with clients to understand their financial goals, objectives, and current financial situation.
Assess financial documents, including income, expenses, debts, assets, and liabilities.
Discuss risk tolerance, investment preferences, and future goals (e.g., retirement, buying a home, education).
Financial Planning & Strategy Development : Develop customized financial plans that address clients’ specific needs and objectives.
Provide advice on investments, insurance, retirement planning, estate planning, tax strategies, and debt management.
Recommend financial products and solutions such as mutual funds, insurance policies, retirement accounts, etc.
Investment Advice : Guide clients on portfolio diversification, asset allocation, and investment strategies.
Keep clients informed about investment performance and market conditions.
Retirement & Estate Planning : Create retirement savings plans and strategies for managing income post-retirement.
Develop estate plans that ensure wealth is distributed according to the client’s wishes, minimizing estate taxes and other costs.
Risk Management : Advise on insurance needs, including life, health, disability, and long-term care insurance.
Help clients understand risk exposure and develop strategies to mitigate those risks.
Ongoing Client Support & Monitoring : Conduct regular meetings with clients to review their financial plans and adjust as necessary based on life changes (e.g., marriage, children, job changes).
Track clients’ financial progress and provide updates or adjustments as needed.
Ensure clients are meeting their financial goals by tracking investment performance and adjusting asset allocation if needed.
Education & Communication : Educate clients about financial topics such as investing, retirement, tax savings, and financial planning tools.
Provide clear, concise, and understandable explanations of complex financial products or strategies.
Skills : Strong analytical skills with an ability to assess complex financial data.
Excellent communication and interpersonal skills for working with clients and explaining financial concepts.
Proficiency with financial planning software and tools (e.g., Excel, financial planning platforms).
Knowledge of tax laws, investment strategies, retirement plans, and estate planning.
Resumes without phone number or foreign phone numbers will not be considered.
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