Financial Planner at TD Wealth empowering mass affluent clients with tailored financial advice and support. Building strong client relationships while fostering business growth and collaboration.
About the role
- Student, Junior Financial Analyst supporting financial processes and project improvement for Canadian operations at Sun Life. Engaging with finance and project teams for operational excellence.
Responsibilities
- Execute and improve on financial models/tools/reports to support operational processes
- Partner with other finance areas to drive forward the future vision of financial functions
- Understand common charges and the SLF expense management process
- Help improve storage tools and systems
- Recognize and implement continuous improvements
Requirements
- Results oriented and critical thinking
- Strong teamwork and collaboration skills
- Strong relationship management skills
- Problem solving skills with a natural curiosity for root cause analysis
- Prioritization and organization skills
- Strong PC skills (MSOffice Suite, Sharepoint, Outlook, Tableau, Hyperion)
Benefits
- Professional development workshops
- Student awards
- Socials
- Flexible work options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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