Financial Planning Expert

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 UsOdlum Brown Limited is a trusted investment firm with over 100 years of experience. Our team of experts helps clients achieve their financial goals through personalized advice and support.

About UsBlueShore Financial is a leading financial institution in British Columbia, with $7 billion in assets under administration and 390 employees. Our innovative strategy is rooted in expert advice and expertise, delivered by an exceptional team.Salary RangeThe base salary for this role is $50,000 to $75,000, with the majority of total income coming from...

About the OpportunityThis is an exciting role for a highly motivated and skilled Financial Planning Consultant to join our team as an Investment Expert. You will be responsible for developing and deepening client relationships by providing high-quality investment advice and service within the mass affluent market.In this fast-paced, flexible work...

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...

Company OverviewOdlum Brown Limited is an independent, full-service investment firm with a rich history of over 100 years. Our firm remains committed to helping clients achieve their financial goals while upholding our core values of Clients First, People, Accountability, Independence, Integrity, and Community.Job SummaryWe are seeking an experienced Expert...

At Odlum Brown Limited, we are committed to helping our clients achieve their long-term financial goals. Our team of experienced professionals is dedicated to providing expert advice on financial planning, investment management, and tax optimization.About the RoleWe are currently seeking a highly skilled Senior Financial Strategist to join our Vancouver...

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...

OverviewVancouver Coastal Health (VCH) is a world-class innovator in medical care, research and teaching. We deliver service to over one million BC residents.Job DescriptionWe are seeking a Financial Planning Expert to join our team. The successful candidate will be responsible for providing financial planning and analysis expertise to support the...

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:...

Job Title: Financial Portfolio ExpertWe are seeking a skilled Financial Portfolio Expert to join our team at Amber Group.About the Role:The Financial Portfolio Expert will be responsible for evaluating financial risk, using portfolio management software, examining and analyzing financial and investment information, analyzing investment projects, planning...

About Odlum Brown LimitedOdlum Brown Limited is a leading investment firm in Vancouver, British Columbia, with over 100 years of experience in providing personalized financial services to clients. As a team of experts, we are committed to helping our clients achieve their long-term financial goals.

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 Our CompanyDisability Solutions is a forward-thinking organization dedicated to delivering innovative solutions that improve lives. As a key member of our Finance team, you will contribute to driving business success through insightful financial analysis and planning.Key ResponsibilitiesDevelop comprehensive financial plans and models, using your...

Company OverviewQuantum Management Services Ltd. is a leading financial services company seeking an experienced Estate Planning Specialist to join their team in Vancouver.SalaryThe estimated salary for this position is $80,000 - $120,000 per year, depending on experience and qualifications.Job DescriptionThis role requires expertise in financial planning,...

Mine Sense is a pioneering Canadian mining technology company dedicated to maximizing global metals while minimizing global impacts.Our team is passionate about creating a sustainable future, and we're looking for an experienced Director of Financial Planning and Analysis to join our mission.About the RoleThis leadership position will oversee the financial...

At Pan American Silver Corp., we are committed to excellence in financial planning and analysis. Our vision is to be a leading producer of silver, with a reputation for innovative discovery, sustainable development, and responsible resource management.We are seeking an experienced Manager, Financial Planning & Analysis, to join our corporate Finance team....

About the JobThe successful candidate will provide financial analysis and insights to support business decision-making and develop and maintain complex financial models and dashboards. Additionally, they will prepare reports and presentations to communicate financial results to senior leaders and participate in cross-functional initiatives and ad-hoc...

Join Lululemon as a Financial Analyst Lead in our FP&A team. This role offers a competitive salary of $120,000-$150,000 annually, depending on experience.We are seeking a highly skilled and motivated individual to lead financial planning and analysis activities for lululemon. As a key strategic partner, you will be responsible for budgeting, forecasting,...

Company OverviewQuantum Management Services Ltd. is a leading financial services company seeking an experienced Estate Planning Strategist to join their team in Vancouver.