Strategic Financial Planning Specialist

1 week ago


Vancouver, British Columbia, Canada ENOCH WEALTH INC. Full time
Job Description

We are seeking a highly skilled Strategic Financial Planning Specialist to join our team at ENOCH WEALTH INC.

About the Role

This is a permanent position requiring a minimum of 35 to 40 hours per week. As a key member of our team, you will be responsible for providing in-depth financial and investment analysis to clients, ensuring compliance with government regulations and developing effective marketing strategies.

Responsibilities
  • Collect and analyze financial information on companies, stocks, bonds, and other investments.
  • Develop and implement marketing strategies to increase client engagement and revenue growth.
  • Analyze investment projects and provide recommendations to clients.
  • Prepare comprehensive reports, briefings, and correspondence to clients.
  • Evaluate potential investments and identify opportunities for growth.
  • Collaborate with the sales team to develop targeted marketing campaigns.
Requirements
  • Bachelor's degree in Finance, Economics, or related field.
  • Minimum 2 years of experience in financial planning and analysis.
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
Benefits
  • Competitive salary: $80,000 - $120,000 per year.
  • Dental plan, health care plan, and vision care benefits.
  • Bonus structure based on performance.
  • Ongoing training and professional development opportunities.
  • Team building activities and social events.
About Us

ENOCHE WEALTH INC. is a leading financial services company dedicated to providing personalized investment solutions to our clients. Our team of experts is passionate about delivering exceptional results and building long-term relationships with our clients.



  • Vancouver, British Columbia, Canada Vancouver Coastal Health Full time

    Financial Planning SpecialistVancouver Coastal Health is seeking a skilled Financial Planning Specialist to join the Financial Planning team. As a key member of the team, you will be responsible for providing financial, accounting, planning, and business support and advice to assigned program areas, including special projects and initiatives.Key...


  • Vancouver, British Columbia, Canada Vancouver Coastal Health Full time

    Financial Planning SpecialistVancouver Coastal Health is seeking a Financial Planning Specialist to join the Financial Planning team. The successful candidate will be responsible for providing financial, accounting, planning and business support and advice to assigned program area(s), including special projects and initiatives.Key Responsibilities:Provide...


  • Vancouver, British Columbia, Canada Vancouver Coastal Health Full time

    Financial Planning SpecialistVancouver Coastal Health is seeking a Financial Planning Specialist to join the Financial Planning team. The successful candidate will be responsible for providing financial, accounting, planning and business support and advice to assigned program area(s), including special projects and initiatives.Key Responsibilities:Provide...


  • Vancouver, British Columbia, Canada E-Comm 9-1-1 Full time

    Company OverviewE-Comm 9-1-1 is a leading provider of emergency communications services, serving communities across the province. Our team is passionate about public safety and dedicated to delivering exceptional service.About the RoleWe are seeking an experienced Director, Financial Planning to lead our strategic financial planning efforts. This role will...


  • Vancouver, British Columbia, Canada TLM Financial Planning Inc Full time

    About the JobWe are seeking a skilled Operations Coordinator to join our team at TLM Financial Planning Inc. As an integral member of our staff, you will be responsible for ensuring the smooth operation of our HR department and coordinating activities to meet our organization's goals.Key Responsibilities:Coordinate Daily Operations: Direct and control daily...


  • Vancouver, British Columbia, Canada City of Vancouver Full time

    The City of Vancouver is seeking a highly skilled Strategic Financial Planning Professional to join our Finance and Supply Chain Management team. This exciting role plays a leadership role in the delivery of Corporate Financial Planning & Analysis functions within Capital processes.You will work closely with Departmental FP&A as well as various Senior Staff...


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

    At Asia Standard Americas Ltd, we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial planning and a proven track record of success in developing and implementing financial plans for clients.The Financial Planning Specialist will be responsible for analyzing clients'...


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

    Financial Planning SpecialistAt Asia Standard Americas Ltd, we are seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing financial plans to help them achieve their goals.Key...


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

    Financial Planning SpecialistAt Asia Standard Americas Ltd, we are seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing financial plans that meet their needs.Key...


  • Vancouver, British Columbia, Canada Vancity Full time

    Achieve your financial goals with Vancity as a Strategic Financial Planning Expert.Job SummaryWe are seeking an experienced and skilled Financial Planning expert to join our team at Vancity. In this role, you will be responsible for providing strategic financial planning and analysis support to senior leaders of the respective line of business.About the...


  • Vancouver, British Columbia, Canada Definity Financial Full time

    Financial Planning and Analysis Senior AnalystAbout the Role:We are seeking an experienced Senior Analyst to join our team in providing key internal stakeholders with value-added, business performance insights and financial analysis to support their decision-making process.This role is responsible for analyzing business performance data, identifying trends,...


  • Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleAs a Strategic Financial Solutions Specialist at Scotiabank, you will play a vital role in helping our customers achieve their financial goals. With a strong focus on customer-centricity and relationship-building, you will work closely with clients to understand their unique needs and develop personalized financial plans tailored to their...


  • Vancouver, British Columbia, Canada Definity Financial Full time

    Senior Financial Analyst - Business PlanningRole SummaryDefinity Financial is seeking a Senior Financial Analyst - Business Planning to provide key internal stakeholders with value-added, business performance insights and financial analysis to assist in their decision-making process. As a Strategic Business Partner, you will be responsible for providing...


  • Vancouver, British Columbia, Canada Sun Life Financial Full time

    Sun Life Financial is seeking a highly motivated and results-driven Strategic Business Growth Specialist to join our team in Western Canada. This role offers an excellent opportunity for individuals looking to grow their careers in business development and thought leadership.About the Role:The Strategic Business Growth Specialist will be responsible for...


  • Vancouver, British Columbia, Canada AIRSWIFT TECHNOLOGY LIMITED Full time

    Financial Planning SpecialistA Financial Planning Specialist at AIRSWIFT TECHNOLOGY LIMITED will be responsible for examining and analyzing financial and investment information to prepare company, industry, and economic outlooks. The role involves assisting in preparing operating and investment budgets, planning short- and long-term cash flows, and assessing...


  • Vancouver, British Columbia, Canada The University of British Columbia Full time

    Job SummaryThe University of British Columbia is seeking a highly skilled Strategic Planning Consultant to join its Strategy and Decision Support team. As a key member of the team, you will be responsible for providing strategic insight and capabilities to enable the University to identify and realize major opportunities and tackle challenges that shape its...


  • Vancouver, British Columbia, Canada Ideal career consulting Full time

    Job Title: Financial Planning SpecialistJob Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at Ideal Career Consulting. The successful candidate will be responsible for identifying clients' financial goals and objectives, planning, setting up and administering accounting systems, and supervising staff.Key...


  • Vancouver, British Columbia, Canada TLM Financial Planning Inc Full time

    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...


  • Vancouver, British Columbia, Canada Vancity Full time

    A successful candidate for this role will have a strong background in financial services or banking, with a solid understanding of business administration, finance, risk, economics, and/or statistics/mathematics.Key responsibilities will include:Developing and maintaining complex financial and risk models to support strategic performance insights and enable...


  • Vancouver, British Columbia, Canada BIG BEN CONSTRUCTION INC. Full time

    Financial Planning SpecialistAt BIG BEN CONSTRUCTION INC., we are seeking a skilled Financial Planning Specialist to join our team. The successful candidate will be responsible for calculating and preparing cheques for payroll, calculating fixed assets and depreciation, and maintaining general ledgers and financial statements.Key Responsibilities:Calculate...