Financial Planning

Unlock Your Potential as a Financial Planning Strategist at Ventum Financial CorpWe're a leading independent, Canadian-owned and operated Private Client Services and Capital Markets firm, renowned for our client-centric approach and entrepreneurial spirit. Our company, Ventum Financial Corp, offers unbiased investment solutions, professional management, and...

**Job Title**: Financial Planning Assistant **Location**: Vancouver (Kitsilano), BC **Position**: Full-time _(with potential work-from-home options)_ **About Us**: We are a financial planning firm based in Kitsilano, Vancouver, providing comprehensive financial planning services, along with investment, individual insurance, and group insurance products to...

Role OverviewThis leadership position is responsible for driving financial planning, analysis, and decision support across the organization.Job SummaryWe are seeking an experienced Financial Planning and Analysis (FP&A) leader to play a key role in driving financial success and informed decision-making at LGM Financial Services.Key ResponsibilitiesLead FP&A:...

**AVP, Financial Planning Specialist** - 2403795 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...

**Manager, Financial Planning & Analysis (FP&A)** The Manager, Financial Planning & Analysis (FP&A), is a key member of our finance team, playing a pivotal role in shaping BlueShore Financial’s financial strategy. This position oversees budgeting, forecasting, financial analysis, and management reporting for BlueShore Financial and its subsidiaries. It...

Finance Manager, FP&A Location: Vancouver Compensation: 125-150K plus different bonus and profit share programs, 4 weeks vacation, one week off company closure end of the year, flex work environment (3 days office, 3 days home, first 4 months 4 days office, 1 day home), fully paid employer benefits, sports and gym discounts, Health Spending Accounting,...

Finance Manager, FP&A Location: Vancouver Compensation: 125-150K plus different bonus and profit share programs, 4 weeks vacation, one week off company closure end of the year, flex work environment (3 days office, 3 days home, first 4 months 4 days office, 1 day home), fully paid employer benefits, sports and gym discounts, Health Spending Accounting,...

WHO WE ARE Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms. We are honoured to be...

958 Denman Street Vancouver British Columbia,V6G 2M2 Provides the organizational leadership of the branch network investment sales team with the overall objective of increasing BMO’s market share in financial planning and investment products and services within his/her assigned Region through customer acquisition, retention, and increased share of wallet...

h3>Senior Analyst - Financial Planning & AnalysisJob DescriptionSenior Analyst - Financial Planning & AnalysisReporting to the Manager, PI Operational Planning & Analysis, this person will be responsible for providing key internal stakeholders with value-added, business performance insights and financial analysis to assist in their decision-making process...

About UsAt BlueShore Financial, we are a mid-sized Credit Union based in British Columbia with $7 billion in assets under administration and 390 employees. Our compelling and differentiated brand resonates with the West Coast community we serve.

About Bureau Born out of a passion to redefine the modern workspace, our mission is to create seamless, design-led, high-performing environments. Our company was founded by a collaborative team of architects, industrial designers, and business consultants. As a property technology business, we are at the forefront of integrating cutting-edge solutions with...

1505 Lonsdale Avenue North Vancouver British Columbia,V7M 2J4 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...

**COMPANY OVERVIEW** We’re a leading independent, Canadian-owned and operated Private Client Services and Capital Markets firm, known for our client-centred approach and entrepreneurial spirit. Ventum Financial Corp is a compelling option for investors seeking unbiased investment solutions, professional management, and unparalleled service. We aim to...

**Work Location**: Vancouver, British Columbia, Canada **Hours**: 37.5 **Line of Business**: TD General **Pay Details**: $76,800 - $115,200 CAD **Department Overview**: As a member of TD Private Wealth Management (PWM), the Wealth Planning Support Team (WPS) consists of financial industry professionals that includes accountants and financial planners....

About UsE-Comm 9-1-1 is a leading emergency communications organization providing critical life-safety services to communities across the province. Our people are passionate about public safety, and we operate two emergency communications centres in Vancouver and Saanich. We also provide integrated police and fire call taking, dispatch services to over 70...

Job DescriptionAt Raymond James Ltd., we're seeking a seasoned Financial Planning Expert to join our team of professionals dedicated to delivering exceptional service to high net worth clients. As a key member of our Total Wealth Solutions team, you'll be responsible for providing comprehensive financial planning services, analyzing client needs, and...

About the Role">McNeill Nakamoto Recruitment Group is seeking an experienced Financial Planning Manager to join their team for a contract position in Downtown Vancouver. This fixed-term role will play a critical part in supporting Senior Management by leading the organization's budget process and delivering insightful financial reporting, modeling, and...

Are you a detail-oriented, organized individual with a passion for financial planning? Are you ready to take the next step in your career? We have an exciting opportunity for a Financial Planning Administrator to join our thriving team in the heart of downtown Vancouver! **Responsibilities**: - Collaborate with financial planners to streamline...

Job OverviewWe are seeking a seasoned Estate Planning Specialist to join our team at Quantum Management Services Ltd. in Vancouver, BC. As an expert in financial planning and wealth management, you will be responsible for collaborating with Investment Advisors to deliver comprehensive financial solutions.Key Responsibilities:- Prepare tailored financial...