Senior Financial Planning Specialist

5 days ago


Vancouver, British Columbia, Canada Vancity Full time
About the Role

This is a challenging and rewarding opportunity to join Vancity as a Senior Financial Planning Specialist. As a key member of our finance team, you will play a critical role in providing financial planning and analysis support to senior leaders across the organization.

Key Responsibilities
  • Financial Planning and Analysis: Develop and maintain financial models, forecasts, and reports to support business decision-making. Establish and monitor key financial drivers, including revenue and expense metrics.
  • Business Partnering: Build and maintain strong relationships with senior leaders to understand their financial needs and provide tailored support.
  • Financial Risk Management: Identify, assess, and mitigate financial risks that may impact Vancity's long-term goals.
  • Operational Planning: Develop and implement operational plans, processes, and standards to support business unit delivery.
Requirements
  • Education: Bachelor's degree in Commerce, Economics, or Business Administration from a recognized post-secondary institution (or equivalent).
  • Professional Designation: Chartered Professional Accountant (Canada) designation or equivalent.
  • Experience: Minimum 2 years of experience at a senior consultant level or higher, with business acumen in the financial industry.
  • Skills: Strong communication and interpersonal skills, with the ability to create clear understanding of expectations and address challenges and issues.
About You
  • Customer-Centric: You define and measure success through the eyes of your internal customers and anticipate, understand, and respond to their evolving needs.
  • Results-Oriented: You have a demonstrated ability to engage stakeholders in order to conduct diagnosis, analyze findings, generate appropriate options, and build deliverables.
  • Analytical: You seek to facilitate data-driven decision making, including collecting data, researching, and building models.
  • Problem Solver: You have a proven ability to diagnose challenges and issues, develop innovative business solutions, and assess risks and opportunities.
What We Offer

Vancity is committed to creating a diverse and inclusive workplace. We value lived experience and encourage applications from candidates who may not meet all the requirements but have the skills and passion to excel in this role.

The salary range for this role is $81,200 to $101,600.



  • Vancouver, British Columbia, Canada Vancity Full time

    About the RoleVancity is seeking a highly skilled Senior Financial Planning Specialist to join our team. As a key member of our finance department, you will play a critical role in providing financial planning and analysis support to senior leaders across the organization.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and maintain financial...


  • Vancouver, British Columbia, Canada Vancity Full time

    About the RoleVancity is seeking a highly skilled Senior Financial Planning Specialist to join our team. As a key member of our finance department, you will play a critical role in providing financial planning and analysis support to senior leaders across the organization.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and maintain financial...


  • Vancouver, British Columbia, Canada Assante Financial Management Ltd. Full time

    Job DescriptionJob Title: Financial Planning SpecialistCompany: Assante Financial Management Ltd.Job Type: Full-timeSalary: $80,000 - $100,000 per yearLocation: RemoteJob Summary:We are seeking a highly skilled Financial Planning Specialist to join our team at Assante Financial Management Ltd. As a Financial Planning Specialist, you will play a key role in...


  • Vancouver, British Columbia, Canada Assante Financial Management Ltd. Full time

    Job DescriptionJob Title: Financial Planning SpecialistCompany: Assante Financial Management Ltd.Job Type: Full-timeSalary: $80,000 - $100,000 per yearLocation: RemoteJob Summary:We are seeking a highly skilled Financial Planning Specialist to join our team at Assante Financial Management Ltd. As a Financial Planning Specialist, you will play a key role in...


  • Vancouver, British Columbia, Canada CB Canada Full time

    About CB Canada:CB Canada is a leading provider of financial solutions to the agricultural industry.Job Summary:We are seeking an experienced Senior Financial Planning and Analysis Specialist to join our team. This role offers the opportunity for long-term growth and development within the organization.Key Responsibilities:Financial Planning and Analysis:...


  • Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at the Royal Bank of Canada. As a key member of our Wealth Management Services, you will be responsible for providing comprehensive financial planning solutions to our clients.Key ResponsibilitiesPrepare and deliver comprehensive financial plans to clients, including...


  • Vancouver, British Columbia, Canada UBC Full time

    Senior Financial Specialist Senior Financial Specialist Join the Finance Team at the Faculty of Dentistry as a Senior Financial Specialist. This role is responsible for implementing and coordinating the day-to-day financial operations for the Faculty, providing financial processing support of an advanced and complex nature. Job Summary The Senior...


  • Vancouver, British Columbia, Canada Vancouver City Savings Credit Union Full time

    About VancityVancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing strategies on...


  • Vancouver, British Columbia, Canada Vancouver City Savings Credit Union Full time

    About VancityVancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing strategies on...


  • Vancouver, British Columbia, Canada BlueShore Financial Full time

    Senior Project ManagerBlueShore Financial is seeking a Senior Project Manager to enhance our team. In this pivotal role, you will oversee project governance and lead strategic initiatives throughout the organization. Your primary duties will encompass guiding project managers, advising senior leadership on project specifications, managing interdisciplinary...


  • Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at the Royal Bank of Canada. As a key member of our Wealth Management Services, you will be responsible for providing comprehensive financial planning solutions to our clients.Key ResponsibilitiesPrepare and deliver comprehensive financial plans to clients, including...


  • Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at the Royal Bank of Canada. As a key member of our Wealth Management Services, you will be responsible for providing comprehensive financial planning solutions to our clients.Key ResponsibilitiesPrepare and deliver comprehensive financial plans to clients, including...


  • Vancouver, British Columbia, Canada Vancouver City Savings Credit Union Full time

    About VancityVancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing strategies on...


  • Vancouver, British Columbia, Canada Vancouver City Savings Credit Union Full time

    About VancityVancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing strategies on...


  • Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at the Royal Bank of Canada. As a key member of our Family Office Service team, you will be responsible for providing comprehensive financial planning solutions to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for our clients,...


  • Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at the Royal Bank of Canada. As a key member of our Family Office Service team, you will be responsible for providing comprehensive financial planning solutions to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for our clients,...


  • Vancouver, British Columbia, Canada School District #39 (Vancouver) Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at School District #39 (Vancouver). As a key member of our finance department, you will play a critical role in supporting the district's financial planning and budgeting processes.Key ResponsibilitiesDevelop and maintain comprehensive financial plans and budgets for...


  • Vancouver, British Columbia, Canada School District #39 (Vancouver) Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at School District #39 (Vancouver). As a key member of our finance department, you will play a critical role in supporting the district's financial planning and budgeting processes.Key ResponsibilitiesDevelop and maintain comprehensive financial plans and budgets for...


  • Vancouver, British Columbia, Canada Northbridge Financial Corporation Full time

    Overview of the Role at Northbridge Financial Corporation As a Senior Underwriting Specialist at Northbridge Financial Corporation, you will tailor insurance solutions for our commercial clientele, addressing significant technical risks. Collaborating with our extensive network of brokers, you will create innovative strategies to meet diverse client...


  • Vancouver, British Columbia, Canada Asia Standard Americas Ltd Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Asia Standard Americas Ltd. As a key member of our financial services team, you will be responsible for providing expert advice and guidance to clients on their financial planning and investment needs.Key ResponsibilitiesClient Relationship...