Financial planning analyst Jobs in Vancouver, BC
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Financial planning analyst • vancouver bc
Last updated: 6 hours ago
Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Donner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mob...Show moreLast updated: 23 days ago
Get AI-powered advice on this job and more exclusive features.As a Financial Analyst, you will be a core member of the FP&A Team and the wider finance team.
You will play a key part in our monthly b...Show moreLast updated: 11 days ago
This is not a Financial Analyst role but rather a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal fi...Show moreLast updated: 30+ days ago
Located in the Oakridge area of Vancouver, B.Louis Brier Home and Hospital is a 215-bed accredited Long Term care facility situated next to the Weinberg Residence, which is home to 40 Assisted Livi...Show moreLast updated: 16 days ago
AAPS Salaried - Accounting Level B.Operations Finance and Procurement UBC Sauder School of Business.The Compensation Range is the span between the minimum and maximum base salary for a position.T...Show moreLast updated: 30+ days ago
We’re partnering with a well-established, mid-sized local company in the services sector that is experiencing stable growth and operational transformation.
With strong values and a collaborative cul...Show moreLast updated: 30+ days ago
Financial Planning Consultant – RBC Dominion Securities.Join the RBC Family Office Services team, which consists of over 250 specialists in financial planning, legal, estate, taxation, business own...Show moreLast updated: 20 days ago
BCLC exists to generate win-wins for the greater good.For our people our players our communities our industry and our planet.
Being a social purpose company we are not only able to better align our ...Show moreLast updated: 30+ days ago
Located in the Oakridge area of Vancouver, B.Louis Brier Home and Hospital is a 215‑bed accredited long‑term care facility next to the Weinberg Residence, which houses 40 assisted‑living and 20 mul...Show moreLast updated: 6 hours ago
Hybrid (both in person and remotely).Permanent, Full time, Day shift.This role requires a Bachelor's degree and at least 5 years of experience in financial analysis.
The position is located in Burna...Show moreLast updated: 6 hours ago
The Financial Analyst is responsible for month-end, quarter-end and year-end closing for various Ritchie Brothers entities.
The Analyst will carry out accurate and timely financial reporting while w...Show moreLast updated: 30+ days ago
At Motorola Solutions we believe that everything starts with our people.Were a global close-knit community united by the relentless pursuit to help keep people safer everywhere.Our critical communi...Show moreLast updated: 30+ days ago
This range is provided by Klue.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Hey! You’ve found Klue…Welcome 👋.Klue is a fast-growing, VC‑back...Show moreLast updated: 15 days ago
Manager, Financial Planning – TransLink.Marketing Statement : A career at TransLink and our family of companies means working with a wide range of skills and perspectives, all teaming up towards a c...Show moreLast updated: 30+ days ago
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Fina...Show moreLast updated: 30+ days ago
Robert Half is working with a fast-growing, dynamic team looking for a Financial Analyst who will be a key business partner in forecasting, performance reporting, and expense management.Located in ...Show moreLast updated: 30+ days ago
As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions.
This involves acting as the ...Show moreLast updated: 30+ days ago
Vancouver supporting markets overseas and around the world.With multiple production facilities and a new distribution site recently launched, the company is scaling rapidly.To enable this expansion...Show moreLast updated: 7 hours ago
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You have successfully applied for this job t...Show moreLast updated: 30+ days ago
- Promoted
Financial Planning Analyst
RBCVancouver, Metro Vancouver Regional District, CAFull-time +1
- Promoted
Financial Analyst
CanonicalVancouver, Metro Vancouver Regional District, CAFull-time
Financial Planning Analyst
Royal Bank of CanadaVANCOUVER, British Columbia, CanadaFull-time
- Promoted
Financial Analyst
Jewish Federation of Greater VancouverVancouver, Metro Vancouver Regional District, CAFull-time
Financial Analyst
University of British ColumbiaVancouver, British Columbia, CanadaFull-time
Analyst - Financial planning and analysis | Vancouver - Hybrid | 75K-95K
Randstad CanadaVancouver, British Columbia, CAPermanent
Quick Apply
- Promoted
Financial Planning Consultant
RBC Dominion SecuritiesVancouver, Metro Vancouver Regional District, CAFull-time
Analyst, Workforce Planning
BCLC Main SiteVancouver, British Columbia, CanadaFull-time
- Promoted
- New!
Financial Analyst
Louis Brier Home and HospitalVancouver, Metro Vancouver Regional District, CAFull-time
- Promoted
- New!
financial analyst
BC HydroBurnaby, Metro Vancouver Regional District, CAFull-time +1
- Promoted
Financial Analyst
RB Global Inc.Burnaby, Metro Vancouver Regional District, CAFull-time
Demand Planning Analyst
Motorola SolutionsVancouver, British Columbia, CanadaFull-time
- Promoted
Financial Analyst
KlueVancouver, Metro Vancouver Regional District, CAFull-time
- Promoted
Manager, Financial Planning
TransLinkVancouver, Metro Vancouver Regional District, CAFull-time
- Promoted
Financial Planner, Scotia Financial Planning - Richmond
ScotiabankRichmond, Metro Vancouver Regional District, CAFull-time
Financial Analyst
CB CanadaVancouver, British Columbia, CanadaPermanent +1
Financial Planning Analyst
Royal Bank of Canada>VANCOUVER, CanadaFull-time
- Promoted
- New!
Financial Analyst
Horizon Recruitment IncRichmond, Metro Vancouver Regional District, CAFull-time
- Promoted
financial analyst
Kardium Inc.Burnaby, Metro Vancouver Regional District, CAFull-time +1
- Surrey, BC (from $ 103,411 to $ 139,792 year)
- Vaughan, ON (from $ 91,029 to $ 132,816 year)
- East York, ON (from $ 90,000 to $ 131,599 year)
- North York, ON (from $ 90,000 to $ 131,459 year)
- Markham, ON (from $ 74,000 to $ 131,443 year)
- Mississauga, ON (from $ 90,000 to $ 131,351 year)
- Calgary, AB (from $ 85,000 to $ 131,109 year)
- Vancouver, BC (from $ 88,875 to $ 130,515 year)
- Old toronto, ON (from $ 89,775 to $ 130,144 year)
- Toronto, ON (from $ 87,372 to $ 130,095 year)
Financial Planning Analyst
RBCVancouver, Metro Vancouver Regional District, CA23 days ago
Job type
- Full-time
- Temporary
Job descriptionCFP or PFP Designation Minimum of 5 years of experience in financial planning Superior communication skills in English, both written and verbal In-depth understanding and knowledge of the Canadian taxation system Working knowledge of financial planning software (Conquest) Strong knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast changing software Accounting designation Bilingual English / French A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Flexible work / life balance options. Opportunities to do challenging work. Opportunities to take on progressively greater accountabilities. Access to a variety of job opportunities across business.
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Job Summary
Donner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur un ensemble complet de pratiques, de connaissances et d’aptitudes pour réaliser des affectations.
Job Description
This is not a Financial Analyst role but rather a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.
What is the opportunity?
As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions. This involves acting as the primary financial planner in our centralized service as well as in a partnership role with the Financial Planning Specialists in their respective regions. Both services require the preparation and ongoing development of our proprietary “Compass” comprehensive financial plans.
What will you do?
- Prepare comprehensive personal financial plans on behalf of the various sales forces and with the Financial Planning Specialists which includes determining the clients’ objectives, analyzing the clients’ current situations, and developing appropriate advice, strategies, and recommendations
- Stay current with financial planning standards and practices
- Be involved in spotting, anchoring, introducing, and following up on opportunities for complimentary businesses and solutions
- Maintain a high level of partnership and knowledge regarding all of RBC’s units
- Contribute ideas and participate in development projects to enhance our services
- Provide ongoing coaching and training to other professionals in Wealth Management Services
What do you need to succeed?
Must-have
Nice-to-have
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
The expected base salary range for this particular position is $50,000- $85,000 depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
Job Skills
Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented
Additional Job Details
Address :
WATERFRONT CENTRE, 200 BURRARD ST : VANCOUVER
City : VANCOUVER
Country : Canada
Work hours / week : 37.5
Employment Type : Full time
Platform : Job Type :
Regular
Pay Type : Salaried
Posted Date : 2024-08-02
Application Deadline :
Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above
I nclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Seniority level
Seniority level
Not Applicable
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
Industries
Banking and Financial Services
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