Senior Financial Advisor

2 weeks ago


Victoria, Canada Capital Regional District Full time

Senior Financial Advisor - Corporate Finance Req ID: 1702 Division: Finance and Technology Regular/ Auxiliary: Regular Rate of Pay: $55.19 – $62.30 per hour Hours of Work: 70 hours bi‑weekly Posting Date: January 9, 2026 Closing Date: January 23, 2026 Summary This position is a key member of the Financial Services team, reporting to the Manager of Corporate Finance & Treasury and supporting the CRD’s expanding corporate finance and treasury functions. The Senior Financial Advisor provides advanced modeling, long‑term financial planning, and strategic decision support across departments. Working closely with senior managers and stakeholders, the role leads enterprise‑wide forecasting, evaluates major capital projects, supports treasury initiatives, and strengthens the long‑term financial sustainability of CRD services. This position plays a key role in embedding financial strategy into infrastructure planning and decision‑making. Key Duties & Responsibilities Develop, enhance, and maintain long‑term (10+ year) financial planning models across CRD, CRHD, and CRHC. Evaluate funding strategies based on capital plans for major services and infrastructure, incorporating reserve, debt, and asset lifecycle perspectives. Integrate climate action and asset management strategies into long‑range models. Lead long‑term financial analysis for major initiatives, including capital planning, lifecycle costing, funding strategies, and risk assessments. Provide due diligence and strategic input on long‑term financial planning for land acquisitions, major infrastructure, affordable housing, and utility projects. Evaluate project feasibility and alignment with long‑term financial planning policies, affordability targets, and investment strategies. Support analysis related to debt planning, investment of reserves, internal borrowing rates, and new treasury tools. Evaluate borrowing strategies, optimize liquidity planning, and contribute to socially responsible investment analysis. Assist the Manager, Corporate Finance & Treasury in ensuring alignment with the CRD’s Investment Policy and financial risk tolerances. Provide long‑term financial planning analysis to support the Board‑approved Corporate Asset Management Strategy. Collaborate on developing sustainable funding strategies for lifecycle needs, including long‑term liabilities. Support corporate risk management, continuity planning, and enterprise resource optimization initiatives. Contribute to long‑term financial planning policy development and forecasting standards across departments. Follows all policies, procedures and standards of the CRD. Performs other related duties as required. Key Skills & Abilities Experience supporting large‑scale capital initiatives and strategic planning. Knowledge of public sector finance, infrastructure funding, or asset management is a strong asset. Excellent communication (verbal and written), presentation, interpersonal and customer service skills, with the ability to work cross‑functionally and deliver senior‑level insights are necessary to be successful in the role. In‑depth knowledge of full cycle accounting, financial policy and procedures, multi‑fund accounting, and centralized accounting processes in a local government or institutional setting. Proven experience preparing year‑end working papers, financial statements, consolidations, and account reconciliations in accordance with Public Sector Accounting Board (PSAB) principles. Demonstrated ability to analyze and improve financial systems, including ERP platforms (e.g., SAP), and expert proficiency with Microsoft Excel; experience with Power BI or other financial reporting tools considered an asset. Knowledge and experience with applicable legislation including the Local Government Act and Community Charter. Ability to assess, implement, and sustain enterprise financial systems and recommend system improvements. Strong analytical and advisory skills; able to solve complex financial issues independently and influence strategic decision‑making. Proficiency in word processing, spreadsheet, database, and project scheduling software. Ability to manage competing priorities, work under pressure, and meet tight deadlines. Qualifications Degree in a related discipline. A minimum of 6 years’ progressively responsible experience. Certifications CPA Designation. APPLICATIONS To apply for this exciting opportunity, please visit our careers site https://www.crd.bc.ca/about/careers and click ‘Apply now’ on the Senior Financial Advisor – Corporate Finance requisition to submit your resume and covering letter online. We welcome all qualified applicants to apply and may consider a combination of experience, education and/or training where possible. We retain the right to provide contact to candidates under active consideration only. #J-18808-Ljbffr


  • Financial Advisor

    5 days ago


    Victoria, Canada Envision Financial Full time

    We are currently seeking a Financial Advisor to join our team.The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an...


  • Victoria, Canada First West Credit Union Full time

    Overview We are currently seeking a Senior Financial Advisor to join our team. The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs,...


  • Victoria, Canada First West Credit Union Full time

    OverviewWe are currently seeking a Senior Financial Advisor to join our team.The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs,...


  • Victoria, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Victoria, British Columbiatime type: Full timeposted on: Posted 12 Days Agojob requisition id: JR00034425You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with...


  • Victoria, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Victoria, British Columbiatime type: Full timeposted on: Posted 12 Days Agojob requisition id: JR00034425You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with...


  • Victoria, Canada Island Savings, a division of First West Credit Union Full time

    Senior Financial Advisor (Mayfair Branch)Island Savings, a division of First West Credit Union is seeking a Senior Financial Advisor to join the Mayfair Branch. The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor...

  • Financial Advisor

    2 weeks ago


    Victoria, British Columbia, Canada First West Credit Union Full time

    DescriptionWe are currently seeking a Financial Advisor to join our team.The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers...

  • Financial Advisor

    4 weeks ago


    Victoria, Canada Coast Capital Savings Full time

    Financial Advisor - North Vancouver Coast Capital Savings is a member‑owned cooperative dedicated to building a better future for our members and communities. We invest 10% of our profits back into the community and support over 600,000 members worldwide. Location & Job Type North Vancouver Branch Job Type: Full Time Regular myWork Program: Office Salary...


  • Victoria, Canada Sun Life Full time

    2 days ago Be among the first 25 applicantsYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential...

  • Financial Advisor

    2 weeks ago


    Victoria, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...