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...

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...

Job ID : 6786 Category: Brand : Definity Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Vancouver, Canada Definity includes some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. With strong roots that date back to 1871,...

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.

**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....

Are you a motivated and experienced financial professional looking for a new challenge? Look no further than Disability Solutions!About the Opportunity:We're seeking a skilled Financial Planning Expert to join our team in BC, where you'll have the opportunity to make a real impact on the lives of high net worth clients.Key Responsibilities:Prepare and...

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...

**Job Summary:**We are seeking an experienced Estate Wealth Manager to join our team at Quantum Management Services Ltd. in Vancouver, BC.This is a permanent position that requires expertise in financial planning, wealth preservation, and insurance products to deliver comprehensive solutions for clients.Key Responsibilities:Create tailored financial plans...

Salary Range: $95,000 - $100,000 Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value...

About Quantum Management Services Ltd.Quantum Management Services Ltd. is a leader in the financial industry, offering comprehensive solutions to its clients. We are seeking an experienced Financial Planning Specialist (FPS) to join our team in downtown Vancouver. As a key member of our team, you will be responsible for collaborating with Investment Advisors...