Financial Consultant

Job Summary:As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution...

Job SummaryAs a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution...

Job SummaryThis role is a unique opportunity to leverage your expertise in financial management and taxation to drive business success.Prepare comprehensive financial statements and supporting documentation, adhering to Canadian regulatory standards.Develop and implement tax strategies, ensuring compliance with all relevant laws and regulations.Provide...

Financial Leadership OpportunityWe are seeking a visionary financial leader to spearhead our corporate solutions activities. This is a role with entrepreneurial freedom, focused on crafting bespoke financial solutions for high-value corporate clients and addressing challenges like business continuity, succession planning, executive retention, and investment...

Financial Systems ArchitectThe role of a Senior NetSuite Consultant/Solutions Architect is to lead high-impact financial workflows and post-go-live NetSuite support for fast-scaling clients. This involves designing clean, scalable systems for subscription and usage-based billing, and working with senior-led consulting firms that deeply understand finance and...

Job OverviewThis senior financial planning role involves providing expert advice on investment strategies to clients.Key Responsibilities:Monitor and analyze client portfolios for optimal asset allocation.Develop recommendations for advisers, including detailed records of advice.Create quarterly and annual performance reports for clients.Collaborate with...

Financial Planning SpecialistWe are seeking experienced professionals to provide personalized financial planning solutions to clients. The ideal candidate will be responsible for developing and implementing customized financial plans that cater to clients' unique goals and objectives.Key Responsibilities:Conduct in-depth consultations with clients to...

Job Overview:The appointment setter role is a crucial first point of contact for individuals seeking financial clarity and our expert team. This position plays a key role in bridging the gap between prospective clients and our personalized services.Establish connections with potential clients through thoughtful outreach and financial awareness.Qualify...

Key Roles and Responsibilities:Accounting ManagerConsolidate financial statements across multiple subsidiaries, ensuring accurate and timely reporting.Collaborate with controllers to close monthly books, maintaining financial discipline and integrity.Oversee holding company accounting functions, including payroll, accounts payable, and other core...

Workday Financials Consultant RoleAs a seasoned expert in Workday financial solutions, we are seeking a skilled professional to drive complex application component design and development.The ideal candidate will leverage consultative skills, business acumen, and technical expertise to integrate packaged technology into clients' environments, driving business...