Financial Planning and Strategy Associate

Job Title:Office Operations CoordinatorAbout the Role:We are seeking a highly organized and detail-oriented Office Operations Coordinator to join our team at TLM Financial Planning Inc. The successful candidate will be responsible for coordinating the activities of our HR department, ensuring they meet the organization's goals.Responsibilities:Administrative...

About Enotecca Wineries and Resorts IncWe are a dynamic organization that offers an exciting opportunity for a Financial Planning Specialist to join our team.Estimated Salary: $120,000 - $180,000 per annumJob DescriptionKey Responsibilities:Budget Management: Develop and implement effective budgeting strategies to ensure optimal financial performance.Policy...

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...

About the RoleWe are seeking a detail-oriented Finance Associate to join our team at LayerZero Labs. As a key member of our finance department, you will play a critical role in managing and optimizing our financial processes.Key ResponsibilitiesBudgeting & Forecasting: Assist in developing, monitoring, and updating budgets, forecasts, and financial...

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:...

Cascadia Partners is a consulting firm founded by industry veterans who wanted to create local impact. We bring specialized expertise to various industries, and our team finds it rewarding to see the impact of our work in the communities we serve.Our services include Business Strategy, Operations Management, Digital Transformation, Policy & Economics, and...

Cascadia Strategy Consulting Partners is seeking a highly organized and detail-oriented Office Coordinator to join our Vancouver office team. This full-time role offers an excellent opportunity for individuals looking to apply their financial expertise in a dynamic consulting environment.Company OverviewWe are a consulting firm founded by industry veterans...

Drive growth in BC's tech sector as a strategic leader in finance and operations at BC Tech, the largest member-led technology non-profit in British Columbia.Salary: $140,000–$155,000 + performance-based bonus. Location: Vancouver, BC.About the RoleThis is an exceptional opportunity to shape our financial and operational strategies while contributing to BC...

About Our ClientWe are seeking an experienced Financial Planning Strategist to join our team in Vancouver, BC. In this role, you will collaborate with Investment Advisors to deliver comprehensive financial planning and retirement projections.Key ResponsibilitiesDevelop personalized financial plans tailored to client needs.Provide recommendations on CPP/OAS...

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...

We are seeking a highly skilled Senior Financial Planning & Analysis Analyst to join our Finance team. As a key member of our FP&A group, you will be responsible for executing financial planning and analysis activities for key Technology strategies.Job SummaryThis is a senior-level role that requires strong analytical and problem-solving skills, as well as...

We are seeking an experienced Financial Planning and Analysis Manager to join our team at Enotecca Wineries and Resorts Inc.About the RoleThis is a permanent, 30-hour per week position that requires strong analytical and problem-solving skills, as well as excellent communication and leadership abilities.Key ResponsibilitiesDevelop and implement financial...

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...

About the RoleAs a Strategic Financial Analyst - Business Planning, you will act as a trusted business partner to clients, providing expert financial insights and guidance to support informed decision-making.The ideal candidate will possess a deep understanding of financial processes, systems, and tools, with excellent analytical and problem-solving skills....

**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...

About Taurus RNGTaurus RNG is a leading developer of Renewable Natural Gas (RNG) facilities in North America, specializing in transforming organic waste into carbon-negative RNG through advanced technologies like anaerobic digestion.This process captures methane—a potent greenhouse gas—before it can escape into the atmosphere, significantly reducing...

Established in downtown, our client is seeking a Financial Planning Manager to join their team. As a key member, you will be responsible for overseeing the organization's financial compliance and planning strategy.Qualifications:A minimum of 5 years of experience in Canadian tax with a CPA designation.Progress in the CPA Canada In-Depth Tax Course.Strong...

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 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...

About the RoleWe are seeking a highly skilled Financial Strategy Expert to join our team at GN Group. As a key member of our operations and finance department, you will play a crucial role in driving the financial health and strategy of our organization.Key ResponsibilitiesOversee all financial management, planning, systems, and controls for assigned...