Financial Planner

 Location: 2 Berkeley Street, Toronto, Ontario, M5A 4J5 Description:How does the role impact the organization?The Financial Planner will be part of an integrated process that is dedicated to serving our clients with a higher level of service. This position is ideal for someone looking for a long-term career where they can utilize their planning skills for the benefit of the clients we serve on behalf of an expanding client base. What will your role be responsible for?·        Prepare comprehensive financial plans with capacity to develop analysis and strategies to address material issues and opportunities.·        Participate and lead client meetings and presentations with respect to financial planning matters, issues, and reports.·        With experience and expertise in Canadian tax, provide tax insights, analysis, and oversight of professional tax services engaged by clients. ·        Have a working knowledge of US/Non-Resident tax and cross boarder tax matters.·        Liaise with our other departments (tax, insurance, trust) and make note of any estate‐related recommendations/to‐do’s.·        Manages each client planning engagement from the initial discovery meeting, gathering client data, entering client data, working with the client’s other professional advisors, interpreting planning information and output, and generating and delivering client planning deliverable.·        Assist with projection analysis and plan management progressions.·        Support client other professionals in necessary fulfillment (i.e. tax preparation). ·        Exercise tact and the utmost discretion in the handling of client private, confidential information and collaborating with their other professional advisors (tax and legal).·        Provide support for US cross boarder account management and operations with specific experience using Next 360.  What do we expect from you?To qualify for this opportunity, you possess:·        Minimum 3 years of practical, client facing financial planning experience, including Canadian operating, professional and holding corporations, private trusts, and cross-border considerations. ·        Experience preparing and delivering financial plans for HNW Canadian families in the Wealth Management industry.·        Worked with Conquest Planning Software in the last two years is mandatory.·                  ·       Experience in cross border administration/planning, ie US domiciled account systems and process. Experience with Netx360 software a benefit.·        Skilled in producing customized insurance illustrations for multiple providers, tailored to each client’s unique financial scenario.·        Experience with client-facing financial planning experience, including work with Canadian corporations, trusts, and some cross-border situations.·        Practical experience in higher level planning, comparative analysis, and recommendations. ·        Good knowledge of Canadian investment structures, accounts, and related tax and succession laws.·        Knowledge in insurance, trust and estate planning, with experience working with insurance quotes, policy reviews, and analysis.·        Ability to provide tax recommendations, at both a personal, corporate, and trust level.·        The ability to within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail.·        Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills.·        Proven experience in managing social media platforms and maintaining company websites to ensure consistent branding and optimal user experience.  ·        Construct education materials, presentation, and distribution on financial planning, tax, and legacy planning matters. ·        Work independently as well as collaboratively within a team environment. ·        Proficient in Microsoft Office with a willingness and ability to learn new applications Educational Requirements·        Bachelor’s in accounting or finance·        College diploma or University degree in financial planning ·        College diploma or University degree in accounting ·        Certified Financial Planner (CFP®) or in the process of completion of the CFP® designation is required.Work hours·        32.5 hours / weekWhat can you expect from us?Our most important investment is in people.  Upon eligibility, Raymond James Ltd offers  a competitive compensation of $61,000 - $63,000/yr plus performance bonus (where qualified). At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Pacston Technology Group Inc.Financial Controller (NOC:10010)Number of Positions Available: 1Term of Employment: Permanent Position, 40 hours per week , Overtime AvailableBusiness Address: 400-4388 Beresford St., Burnaby, BCLocation of Work: 400-4388 Beresford St., Burnaby, BCWage: $58 per HourLanguage Requirements: EnglishBenefits 4% Vacation pay  Extended health care, dental care, vision care, prescription drugs, long-term disability insurance, medical and lab testing Responsibilities Prepare and coordinate the preparation of financial statements, management summaries, cost-benefit analyses, and other key financial reports to support business decisions Develop financial strategies that include risk minimization plans, long-term financial forecasting, and opportunity forecasting Identify opportunities to improve operational efficiency and implement cost-control measures across the business Plan, organize, direct, control, and evaluate the daily operations of the accounting and finance functions Act as the main liaison between the accounting and finance departments, shareholders, and external financial stakeholders Ensure full compliance with Canadian and U.S. regulatory requirements,  financial regulations, and internal financial policies and controls  Oversee the development and implementation of financial simulation models for budgeting, scenario planning, and strategic assessments  Establish profitability standards for investment activities and support mergers and acquisitions activities Contribute to the financial planning and budgeting cycle by reviewing departmental estimates, analyzing variances, and recommending adjustments Provide guidance and direction to accounting and finance staff; support recruitment, training, and performance management as needed Monitor emerging financial trends or concerns and communicate any material findings to senior management in a timely manner Perform other related duties as assigned to support the company’s financial objectives Qualifications Completion of a four-year degree in business administration, economics, commerce, or a related field A master’s degree in Accounting or Business Administration is an asset  A minimum of 5 years of experience in accounting, budgeting, financial planning, or other relevant financial functions Professional designations such as CPA, CGA, CFA, or similar credentials are an asset Strong leadership and team management abilities Strategic thinking and problem-solving capability Email Resume and Cover Letter to: inquiries@pacston.com

Capstone Asset Management Inc. is a Portfolio Manager, Investment Funds Manager, and Exempt Market Dealer serving clients across multiple provinces, including British Columbia, Alberta, Manitoba, Ontario, Quebec, New Brunswick, Nova Scotia, and Newfoundland & Labrador.Rooted in Biblically informed values, we provide discretionary investment management and mandate-specific solutions to a diverse client base, including high-net-worth individuals and families, institutions, pensions, foundations, family offices, and third-party Portfolio Managers. Title:                            Associate Portfolio ManagerReporting to:               Chief Investment OfficerLocation:                     Full-Time, In-Office in Langley, BC Position Summary: Capstone Asset Management is seeking an Associate Portfolio Manager with strong analytical capabilities and a deep interest in credit markets, structured products, and fundamental equity research. The successful candidate will play a significant role in supporting the management of Capstone’s mortgage investment pools, private credit strategies, and its Biblically Informed U.S Strategy. This role involves leading underwriting and valuation analysis for mortgage assets, conducting due diligence on private credit and fixed-income fund managers, and contributing to the research and monitoring of public equities within a biblically informed investment framework. The ideal candidate possesses strong financial modeling skills, advanced research capabilities, and the ability to apply disciplined analytical judgment across multiple asset classes. Key Responsibilities:·         Conduct thorough underwriting and valuation analysis for Capstone’s mortgage pools, including due diligence on individual loans, collateral strength, and portfolio-level risk.·         Develop and maintain mortgage valuations and workflow processes to support efficient fund management operations.·         Perform research and due diligence on private credit and fixed-income fund managers, assessing strategies, performance, and market positioning.·         Support the research and monitoring of publicly traded U.S. companies for Capstone’s new Biblically Informed U.S Strategy, applying a value-investing approach and overlay criteria.·         Prepare reports, analysis, and recommendations for the Investment Management Team, Investment Committee, and other internal stakeholders.·         Contribute to the research and management of other Capstone investment pools and strategies as required. Qualifications, Skills & Experience:·         Bachelor’s degree in finance, economics, business, or a related field·         Minimum 2 years of relevant experience in commercial mortgage lending, underwriting, credit analysis, and equity research.·         Strong modeling skills and proficiency in Excel, valuation techniques, and data analysis.·         Solid understanding of mortgage structures, credit markets, and fixed-income fundamentals.·         Excellent written and verbal communication skills.·         Ability to manage multiple tasks effectively while maintaining strong attention to detail.·         Ability to work independently, within a defined scope. ·         Willingness to travel as needed. Competencies:·         Accountability·         Compliance·         Customer Orientation·         Effective Communication·         Problem Solving & Innovation·         Relationship Building·         Results Focus·         Business Acumen·         Decision Making·         Domain Knowledge·         Research·         Data Analysis·         Reporting·         Risk Management Compensation & Benefits: The base hourly wage for this position is $43.60 per hour, with a comprehensive compensation and benefits package, including a generous vacation allotment, medical benefits and contributions towards a retirement savings plan. To apply, please email your resume and cover letter to capstoneassetsca@outlook.com. We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.