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Financial consultant Jobs in Port Coquitlam, BC

Last updated: 8 hours ago
  • Promoted
Financial Planning Associate

Financial Planning Associate

Harbourfront Wealth ManagementSurrey, BC, Canada
CA$85,000.00–CA$95,000.00 yearly
Full-time
Harbourfront Wealth Management Inc.We are a fast-growing CIRO registered securities dealer.The firm provides financial services and holistic wealth management solutions for mid to high-net-worth in...Show moreLast updated: 25 days ago
financial manager

financial manager

Hillcrest SecurityMaple Ridge, BC, CA
CA$57.75 hourly
Permanent
Experience : 2 years to less than 3 years.Plan and control budget and expenditures.Establish and implement policies and procedures. Monitor financial control systems.Oversee the collection and analys...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

Simon Fraser UniversityBurnaby (Hybrid), CA
CA$85,993.00–CA$102,588.00 yearly
Full-time +2
Administrative and Professional Staff (APSA).Simon Fraser University is a leading research university, advancing an inclusive and sustainable future. Our purpose – the essence of SFU – is to create ...Show moreLast updated: 30+ days ago
financial analyst

financial analyst

Russell Brewing Company Ltd.Surrey, BC, CA
CA$40.00 hourly
Permanent
Collect financial and investment information about companies, stocks, bonds and other investments.Examine and analyze financial and investment information (profiles of companies, stock or bond pric...Show moreLast updated: 29 days ago
  • Promoted
Financial ManagerAccountant

Financial ManagerAccountant

destinationone ConsultingCoquitlam, British Columbia, Canada
Full-time
CleanTech Education and EdTech Government (Municipal State / Provincial and Federal) Health and MedTech Healthcare and Wellness Legal NotForProfit and Public Accounting. We are committed to building a...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst

Financial Analyst

AFLSurrey, BC, Canada
Full-time
We are looking for a Financial Analyst with a strong background in construction to join our team.The ideal candidate is someone who excels in problem-solving, is passionate about driving process im...Show moreLast updated: 17 days ago
Financial Analyst, Financial Reporting

Financial Analyst, Financial Reporting

Island HealthBritish Columbia, CA
CA$38.27–CA$55.01 hourly
Full-time
Education, Training And Experience.A level of education, training and experience equivalent to a recognized accounting designation (CPA) plus five (5) years recent related experience in financial r...Show moreLast updated: 30+ days ago
SR Financial Functional Consultant - Workday Success Plans - Spend Management

SR Financial Functional Consultant - Workday Success Plans - Spend Management

Workday, Inc.Remote, BC, CAN
CA$50,000.00–CA$55,000.00 yearly
Remote
Full-time
Would you enjoy learning new things in a fast paced environment? Do you have an appetite for variety and challenging business problems to solve? Are you a great communicator who can clearly articul...Show moreLast updated: 30+ days ago
financial manager

financial manager

1233212 BC LTDSurrey, BC, CA
CA$57.75 hourly
Permanent
Experience : 2 years to less than 3 years.Establish and implement policies and procedures.Design and manage investment strategies. Monitor financial control systems.Oversee the collection and analysi...Show moreLast updated: 30+ days ago
Financial Manager

Financial Manager

Fraser Health AuthoritySurrey, BC
CA$54.16–CA$77.86 hourly
Full-time
The salary range for this position is CAD $54.Looking to use your expertise in Financial Management to help Fraser Health Leaders achieve our goal of building an outstanding place to work? We have ...Show moreLast updated: 30+ days ago
  • Promoted
Accounting Consulting

Accounting Consulting

Robert Halfprovince of British Columbia (BC)
Full-time +1
Quick Apply
Our established client in Calgary is currently seeking an Accounting Consultant to join their dynamic team for a full time role. As the Accounting Consultant your day to day responsibilities of this...Show moreLast updated: 26 days ago
  • Promoted
Financial Advisor

Financial Advisor

Capital Markets Advisors LLCBritish Columbia, Canada, Canada
Full-time
If you or anyone you know maybe interested in having a confidential conversation.Please like and share within your network. Position Overview : Financial Advisor / Planner – Growth and Equity Partnersh...Show moreLast updated: 26 days ago
  • Promoted
Financial Advisor

Financial Advisor

Financière Sun LifeBurnaby, BC, Canada
Full-time
As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.This could be th...Show moreLast updated: 30+ days ago
Associate Financial Consultant - Surrey

Associate Financial Consultant - Surrey

MD Financial ManagementSurrey, BC
CA$500,000.00 yearly
Full-time
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Associate Financial Consultant (AFC) assists MD's physician clients and their families in a...Show moreLast updated: 30+ days ago
  • Promoted
Financial Officer

Financial Officer

Heroistic Software Consulting Group LtdSurrey, BC, Canada
CA$30.60 hourly
Full-time
Keeping the financial records and establishing, maintaining and balancing various accounts using manual and computerized bookkeeping systems. Plan, set up and administer accounting systems.Preparing...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Financial Advisor

Financial Advisor

NavacordBritish Columbia, Canada
Full-time
This role is being posted by Navacord on behalf of Waypoint Benefits & Financial Services.Locations : Vancouver, North Vancouver, West Vancouver, Nanaimo, or Comox Valley. Waypoint Benefits and Finan...Show moreLast updated: 8 hours ago
Senior Financial Functional Consultant - Advisory Workday Success Plans

Senior Financial Functional Consultant - Advisory Workday Success Plans

Canada Workday ULCBC, Canada
CA$150,000.00 yearly
Remote
Full-time
We are seeking people who love to help customers overcome Financial technology challenges and who feel rewarded by driving high levels of customer satisfaction. The ideal candidate helps people to u...Show moreLast updated: 30+ days ago
  • Promoted
Chief Financial Officer

Chief Financial Officer

Regent CollegeSurrey, Metro Vancouver Regional District, Canada
CA$210,000.00–CA$260,000.00 yearly
Full-time
Chief Financial Officer – Baptist Housing.This executive search is conducted by Nelson / Kraft & Associates on behalf of Baptist Housing. Baptist Housing is searching for an experienced finance and op...Show moreLast updated: 5 days ago
  • Promoted
Senior Financial Analyst

Senior Financial Analyst

Swim RecruitingBurnaby, British Columbia, Canada
CA$90,000.00–CA$97,000.00 yearly
Full-time
Are you a CPA eager to make an impact? Join our client’s dynamic team to support strategic financial planning and drive process innovation in a collaborative environment.Our client is a highl...Show moreLast updated: 30+ days ago
financial manager

financial manager

VALLEX DEEP CONSTRUCTION LTD.BC, CA
CA$58.00–CA$65.00 hourly
Permanent
Heures de travail : 30 to 40 hours per week.Identifying and investigating compliance issues.Plan and control budget and expenditures. Establish and implement policies and procedures.Design and manage...Show moreLast updated: 15 days ago
Financial Planning Associate

Financial Planning Associate

Harbourfront Wealth ManagementSurrey, BC, Canada
25 days ago
Salary
CA$85,000.00–CA$95,000.00 yearly
Job type
  • Full-time
Job description

Who we are :

Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core values start with the belief that great people make great companies. Our head office is in downtown Vancouver with over 28 branches across Canada.

Career opportunity :

We currently have a career opportunity for a Financial Planning Associate based out of Kelowna, BC. Harbourfront has had exponential growth the last several years and this is a very exciting opportunity to join a fast-growing firm. This role requires an individual who is ambitious, professional, detail-oriented, independent, organized, and effective at multi-tasking, with strong communication and people skills. Candidates must be versatile and capable of performing a variety of tasks to get the job done in a fast-paced environment where attention to detail is of the upmost importance.

Depending on experience and knowledge, the core responsibilities of the role will be, but not limited to :

  • You will Create and Manage Personal Financial Plans for clients using the NaviPlan software;
  • Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving;
  • Prepare monthly / quarterly / annual reports, client correspondence and taking ownership of project work;
  • Handle incoming and outgoing phone calls with clients and respond to requests for information;
  • Carry out other duties as assigned.

The ideal candidate for this position has :

  • Minimum of 3-years investment industry experience;
  • Must have above average skills on financial planning software;
  • Insurance License would be considered an asset;
  • Completion of the Canadian Securities Course and the Conduct and Practices Handbook is an asset;
  • Must hold a Certified Financial Planner (CFP) or similar designation;
  • Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint & Outlook;
  • Excellent verbal and written communication skills;
  • Ability to learn quickly and identify opportunities to add value;
  • Strong organizational skills;
  • Meticulous attention to detail;
  • Superior customer service skills;
  • Ability to prioritize, multitask, work within time constraints and follow-up;
  • Ability to work in a team environment and demonstrate a professional and friendly manner.
  • Salary Range :

    85,000 - $95,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).

    Diversity and Inclusion

    Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.