All jobs within 400 km around Duncan in Financial Services

Work from Home

The successful candidate for this posting may be eligible for participation in a hybrid, work from home arrangement in alignment with the City’s Work from Home Policy. Such arrangements are determined with each employee and subject to change based on operational needs and policy direction. 

Flex

The successful candidate for this vacancy would participate in a modified work week, earning a flex day off each bi-weekly period by working additional time each day. Modified work weeks established in accordance with the CUPE Local 50 Collective Agreement and are subject to change.

Victoria is a leading-edge capital city that embraces the future and builds on the past, where human well-being and the environment are priorities and where the community feels valued, heard, and understood.

The City’s Finance department has an exciting opportunity for a Financial Analyst – Budgets to join our team with the goal of providing exceptional service. At the City, we work collaboratively, continually look toward the future, and are committed to a culture that believes in continuous improvement.

This is a hands-on position that works closely with teams across the organization to support the planning, coordination and development of the operating and capital budgets and provide historical and strategic analysis that aids department decision making. This position plays an integral role in driving transformational change and continuous improvement. The position will be part of a talented and professional team of 4.

The successful candidate will be a critical thinker, innovator, and collaborator with a focus on providing accurate and timely information for effective decision making. We are looking for individuals with related work experience in budgeting, strong variance analysis and the ability to manage multiple fast paced competing demands at once.

The City is a fantastic employer offering a competitive benefits package, hybrid work from home, municipal pension plan and extended healthcare benefits. This role is also eligible for one day off each pay period (modified work weeks).

If you are passionate about what you do, strive to work in a progressive environment and want to make a difference, we want to hear from you!

POSITION FUNCTION

Coordinate and participate in the work of the budget section of the Financial Services Division.

KEY DUTIES

Coordinate the preparation and administration of the municipal operating and capital budgets; review budget submissions to ensure consistency and compliance with guidelines; maintain spreadsheets and monitor budget adjustments; prepare and review monthly budget variance analyses and financial reports and report on significant variances; assist in the preparation of annual financial statements and working papers. Perform analysis of various financial information to be provided to managers for decision-making.

Coordinate departmental submissions by compiling financial information for grant applications, claims, and year end reporting; ensure timely submission and submit extension requests when necessary.  Coordinate grant audits by providing detailed information to auditors and responding to inquiries.  Respond to inquiries relating to submitted claims.

Respond to enquiries from staff, department clients and outside agencies; provide related financial advice and guidance to departments in the preparation, monitoring and control of their operating and capital budgets; assist in the preparation of budget presentations for senior management and council; participate on corporate financial projects and committees as required.  Review all purchasing and staffing requisitions to confirm budget.

Participate in the development and implementation of budget and accounting policies, procedures and standards for all financial functions; assist in the planning, implementation and improvement of financial systems.  Work collaboratively with internal and external stakeholders to assess and troubleshoot City budget software; provide training to new users.

Perform related duties where qualified.

INDEPENDENCE

Work is performed according to annual budget program requirements and policy and annual financial statement requirements.

Work is reviewed through discussions with supervisor.

Issues such as policy development and major budget variances are discussed with supervisor with recommendations.

WORKING CONDITIONS

Physical Effort:

Touch keying on a calculator. (often)

Sit with arms unsupported while keyboarding. (often)

Mental Effort:

Meet accounting and project deadlines. (often)

Long periods of intense concentration while performing reconciliations and analyses. (often)

Visual/Auditory Effort:

Focus on a variety of source data and computer for long periods. (often)

Work Environment:

Office.

KEY SKILLS AND ABILITIES

Application of accounting techniques related to municipal accounting and budget processes.

Coordination of corporate budget process.

Effective analytical skills.

High level of precision and attention to detail is required in reviewing and analysing financial information.

Interpret related legislation, policies and regulations.

Knowledge of Community Charter.

Familiarity with PSAB (Public Sector Accounting Board).

Advanced level operation of current City related specialty software.

Provide technical guidance and advice to user departments.

Maintain accurate records.

Ability to multi-task and manage changing priorities under tight deadlines.

Establish and maintain effective working relationships.

Ability to work well in a team environment.

Deal effectively with the public and outside agencies.

QUALIFICATIONS

Formal Education, Training and Occupational Certification:

High school graduation.

Third level CGA/CMA program. (3 years)

Experience:

3 years of related experience in budgeting and computerized accounting

or an equivalent combination of education and experience.

OTHER:

Maintain up-to-date knowledge of Municipal accounting and budgeting techniques.

May be requested to substitute in a more senior position.

The Account Manager is responsible to work on opportunities across the Victoria/Vancouver Island territory, representing the business to all levels of decision makers within the accounts. 

The purpose of this role is to solution sell the full scope of services to new customers with the key deliverables achieving assigned revenue objectives and enabling maximum revenue growth.   

How You’ll Help

• Sells into accounts, services new accounts, and manages an existing client base. 
• Acts proactively to create opportunities for new business with existing accounts. 
• Builds relationships with potential new and existing accounts to grow & retain business in Canada and the US. 
• Generates sales leads by networking, cold-calling prospects and building relationships as part of a coordinated sales strategy. 
• Creates sales strategies by gathering market information, analyzing opportunities and documenting sales methodology. 
• Prepares presentations and delivers to prospective clients. 
• Maintains accurate customer files. 
• Works with operations to address issues with scheduled shipments. 
• Other related duties as may be required. 

Your Skills & Experience: 

• Minimum of secondary education
• Post-secondary education in business administration or related field, an asset
• A suitable combination of education and experience may be considered
• Previous Transportation or operational experience is preferred; various roles within transportation would be beneficial. 
• A minimum of 1-2 years’ experience in outside sales, sales support/customer service or business-to-business sales. 
• A solid network and client base to call upon is preferred.
• Strong interpersonal skills and a desire to resolve problems in a timely fashion. 
• Considerable tact, courtesy and diplomacy are required when dealing with Customers, either existing or new. Problem solving demands require immediate action, to ensure the consistent application of strategies for growth. 
• Excellent communication and negotiation skills. 
• Proven experience in freight brokerage sales, with a desire to grow professionally. 
• Computer skills in Microsoft Office, Windows environment are key to succeeding in this role. 
• Out-going "Hunter" personality. 
• Demonstrated customer relationship skills. 
• Able to work deadlines in high transactional environment. 
• Ability to champion business needs in a collaborative manner to colleagues. 
• Results focused. 
• English, other languages an asset
• Able to work with little supervision
• Subject to a criminal background check prior to employment
• Travel required.
• Regular short distance travel via car.
• Occasional long distance travel via flight.
• Work requires attendance at customer sites. Customer environment may vary.
• Home office environment and flexibility.
• Office environment with extended periods of sitting in a workstation, utilizing the phone or working on a computer.
• Extended period sitting in a work station working on a computer and on a phone
• Normally Monday to Friday, daytime hours but may be required outside of these hours. 
• The position has a high degree of latitude in setting priorities and scheduling own work. 

 

If you’re chosen for the role, you’ll be asked to provide reference and criminal background checks before employment. You’ll only be contacted if you’re selected for an interview. 

What you'll be doing

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time. 

How you'll succeed

• Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
• Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Nanaimo-6570 Island Highway

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to seek business growth opportunities. You'll create strong working relationships while making a difference in your clients' financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you’ll succeed 

• Client engagement - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial Advisor to help clients meet their financial goals. 
• Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions. 
• Organizational skills - Prepare client files, booking appointments, and maintaining schedules. Help team success by improving team productivity and proactively uncovering business opportunities.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
• You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
• You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

• We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

*Subject to program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Expected End Date

2025-01-07

Job Location

Richmond-Three West Centre

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Growth, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge

We have an opportunity for an Account Manager to join our Hospitality team.

As an Account Manager, you will redefine how the hospitality vertical handles customer renewals and provides in-life support to clients.  From the point of initial sale through renewal, you will connect with clients, understand their feedback and needs, and support them through renewals.  Engaging the services of the sales operations team for technical support as needed, you will actively own an evolving list of clients and ensure success in renewals, help drive engagement with the product, and reduce overall churn. This is a great opportunity to join a supportive and collaborative tech company where your contribution will be valued.

In this role, you will:

• Develop and maintain strong relationships with assigned client accounts, and assist with onboarding of newly sold clients. 
• Serve as the primary point of contact for client inquiries, concerns, and escalations.
• Complete renewals, including updates to relevant agreements, and ensure timely billing of client.  Support Accounts Receivable in reaching out to delinquent accounts, in line with set policies.
• Understand clients' primary objectives for the product, providing the feedback and materials (where applicable) necessary to help achieve those objectives.
• Consolidate client feedback, objectives, and other relevant information for use by colleagues in the Hospitality Account Management team, and across the broader organization to aid in the evolution of products and services offered in the hospitality vertical.
• Collaborate with internal teams (such as hospitality sales, sales enablement, and content) to help address and facilitate client requests.
• Implement up-sell or cross-sell options as outlined by the company, working to set targets. 
• Monitor client satisfaction and promptly address any issues to maintain high levels of retention.
• Stay informed about industry trends, competitor activities, and market developments to support you and the broader Hospitality Account Management team in your efforts
• Utilize relevant sales tools, including CRM, to ensure accurate data, pipelines, and renewal and financial information.
• Other duties as assigned

You are a great fit if you have:

• At least 2 to 3 years of work experience in B2B sales or business development
• Exceptional communication and interpersonal skills in English with proficiency in Spanish preferred.
• Solid organizational skills, and you are results driven
• Strong analytical and problem-solving skills
• A proactive and creative mindset
• The ability to thrive both independently and collaboratively in a dynamic, fast-paced setting
• The flexibility to work in different time zones
• Experience with CRM other sales tools

Bonus points if you:

• Have completed a bachelor’s degree in business administration, marketing, or related field.
• Fluency in an additional language, including but not limited to Portuguese, German, French, Italian, Dutch, or an Asian language.
• Have a strong interest in published media, hospitality, and the business of travel.

Why us for your next career adventure?  

PressReader offers a hybrid work environment to balance the flexibility of working from home and being together to collaborate, celebrate, and connect. This position is based in our Richmond, BC office and requires to be on-premises 2 days a week. When not in the office, employees have the opportunity to work remotely.

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

What will you do?

• Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
• Acquire and consolidate existing and new-to-RBC clients and assets
• Connect clients with the right RBC team members to help continuously meet their needs
• Develop external business referral sources through networking, marketing, and your centres of influence

What do you need to succeed?

Must-have

• Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience in financial planning
• Proven networking and client acquisition skills
• Ability to cultivate strong partner relationships
• Digital Savviness, ability to effectively utilize mobile applications

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
• World-class training programs and career development opportunities
• The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
• A flexible work schedule based on client preferences and your own work/life balance
• Innovative mobile technology to ensure your success

RBCFP

EVPP4

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

POSITION SUMMARY

Reporting to the Director, Budgeting, Financial Analysis & Reporting, the Senior Manager, Budgeting and Forecasting is responsible for planning and managing the implementation of the budgeting process for BC Housing and Provincial Rental Housing Corporation (PRHC), and for the preparation of the budget for presentation to the Executive, BC Housing’s Board of Commissioners, the Ministry responsible for Housing, the Canada Mortgage and Housing Corporation (CMHC), and Treasury Board/Staff. He/she/they manages the preparation of the Financial Plan in the three-year Service Plan, the Financial Report in the Annual Report, estimates, forecasts, cash flow statements, and other related financial information and analyses to assist the Executive in making sound business decisions, and the preparation of various reports and analyses for the Board and other stakeholders. The position oversees the reporting of results against budgets and the evaluation of current and anticipated programs, and develops and presents options and strategies to improve BC Housing’s financial position. The role assists in the preparation of the 10-year Capital Plan and 5-year Financial Management Plan. The position is responsible for ensuring the integrity and operability of the core financial structure in the Finance system (JD Edwards EnterpriseOne), and plans and manages projects relating to the design, development, and maintenance of the financial decision support framework. He/she/they also provides leadership and advice to senior managers of the Commission regarding budgeting, financial planning, and other financial matters to enhance financial and business performance.

CANDIDATE PROFILE

The successful candidate will have the following:

EDUCATION & EXPERIENCE:

• Bachelor’s degree in Accounting, Finance, Public Administration, or other relevant field.
• Member in good standing of the Chartered Professional Accountants (CPA) Association.
• Considerable experience in managing the budgeting, forecasting, and financial analysis functions for a large, complex organization with computerized accounting and financial operations.
• Or an equivalent combination of education, training, and experience acceptable to the Employer.

 KNOWLEDGE, SKILLS AND ABILITIES:

• Extensive knowledge of budgeting, forecasting, and financial analysis models and frameworks.
• Extensive knowledge of financial, accounting, and reporting systems, processes, and controls.
• Ability to learn and understand mission-critical corporate enterprise applications such as JDE1, WebFOCUS, Cashflow Financial Forecasting (CFF) and Central Property System (CPS).
• Ability to learn and understand the Commission’s programs and operating requirements, relevant legislation, and the role of central agencies.
• Ability to plan and manage budgeting and forecasting processes and develop budgets and estimates in accordance with Commission and stakeholder requirements.
• Ability to provide leadership in conducting research, preparing financial analyses, analyzing complex financial matters, and providing options to improve the Commission’s financial position.
• Ability to assess the business and financial ramifications of new programs and opportunities and develop strategies and options to facilitate the accomplishment of objectives.
• Ability to lead, coach, and motivate staff in a team setting.
• Ability to establish a high level of rapport with the Executive, senior management, government, housing partners, and other stakeholders to accomplish objectives.
• Strong consensus-building, problem-solving, and conflict-resolution skills.
• Strong leadership, communication, writing, presentation, and interpersonal skills.
• Strong research, analytical, problem-solving, and conceptual thinking skills.

The City of Vancouver is seeking an experienced and sophisticated Director of Financial Services to lead a range of financial services that support an organization with a $2.3 billion annual budget. Reporting to the CFO, you’ll be responsible for a critical set of internal processes and customer-facing services, overseeing a talented and dedicated team of over 100 professionals, and driving digital/service transformations to ensure these processes and services are optimised. The City’s Financial Services team is a leader among Canadian municipalities and was recently recognized with the Canadian Award for Financial Reporting by the Government Finance Officers Association.

Your impact

As the City’s Director of Financial Services, you’ll:

• Lead a broad range of key internal financial processes, including accounts receivable, accounts payable, payroll, business unit accounting and financial reporting
• Lead the City’s public-facing Revenue Services function, responsible for the billing and collection of property taxes, the Empty Homes Tax and a range of City-provided utilities
• Identify opportunities to improve services for greater efficiencies and/or improved customer experiences, championing digital transformation and service excellence
• Inspire a large and diverse team, building relationships across the organization to drive best practices and financial innovation
• Oversee financial reporting, audits, and the development of corporate financial statements, with this financial information supporting important organisation-wide decision making
• Ensure secure, resilient financial controls are in place, and appropriate legislative compliance

You bring

As an experienced professional, you have demonstrated exceptional team leadership, communication, relationship-building skills, and your “growth mindset” means you’re always seeking to improve whatever you’re working on, and to grow professionally. You’re a strategic thinker, with a passion for leading change in a dynamic environment. At the same time you’re a strong process thinker and structured problem solver, with a track record in driving financial innovation. This is supported by:

• a CPA designation and at least an undergraduate degree in business or related field,
• at least 15 years of senior-level financial leadership in a complex organization, or an equivalent combination of experience and education, and
• Expertise in financial systems, public sector accounting, and internal controls.

This role presents an opportunity for the right person to make a meaningful impact on one of Canada’s most vibrant cities. We’re not looking for someone to just keep the lights on—we want a strategic partner to shape how we grow, evolve, and lead in the delivery of our financial services. If you are a collaborative and innovative financial leader with a passion for public service, we want to hear from you.

Where operationally appropriate and subject to change, the City of Vancouver has a Flexible Work Program. This program allows staff to work a hybrid work week from locations that are a daily commutable distance from their work at a City worksite.  At this time this position is eligible to be part of the Flexible Work Program.

Business Unit/Department: Finance & Supply Chain Mgmt (1150) 

Affiliation: Senior Exempt 

Employment Type: Regular Full Time 

Salary Information: Pay Grade RNG-141: $177549 to $233627 per annum.  The salary offered to the successful candidate will consider a wide array of factors including but not limited to the individual’s skillset, level of experience applicable to the role they are being offered and internal equity considerations.

Application Close:  May 11, 2025

Main Purpose and Function

Reporting to the Director of Financial Planning and Analysis, Parks & Recreation, the Financial Analyst 2 is responsible for financial planning and analysis for the City of Vancouver. The Financial Analyst 2 is responsible for leading specific FP&A functions including short-mid term planning, budgeting, forecasting, business case development, financial modelling and decision support for processes and initiatives. Working closely with other members of the Citywide and Business Unit (BU) FP&A, the main functions of the role include leading respective business area, support the development of the City’s annual budget and multiyear plan process, support monthly and quarterly financial reporting process, and analyzing key business issues impacting the revenue opportunities within a business unit.

The position ensures compliance with internal controls, policies, standards and business processes and systems. The position provides financial decision support to enable the City to meet its strategic objectives and goals and leads the development of policies and processes to support the effective financial management of departmental resources.

The position makes recommendations on transformational initiatives, including recommendations that could impact staffing levels in the organization and realization of cost efficiencies

Specific Duties and Responsibilities

Strategic Financial Analysis:

• Defines and uses logical and innovative approaches to evaluate and deconstruct accounting and business situations. Compiles and links analytical information, experience and insights using quantitative and qualitative reasoning skills.
• Demonstrates understanding and application of common quantitative techniques by preparing appropriate financial analysis with fact-based assumptions to enable decision making.
• Provides input into the formation of problem-solving approaches for business situations.
• Accurately analyzes a situation based on available data or information.
• Leads the problem-solving process by identifying alternatives and making recommendations.
• Consistently applies working knowledge of the organization's information systems & appropriate financial tools and systems to find, extract, and analyze data and to produce reports.
• Applies basic modelling, forecasting and planning techniques to develop forecasts with cost drivers identified and explained.
• Supports management in developing and analyzing business cases, determining the financial implications for all major decisions, ensuring value for money, return on investment, productivity and service delivery analysis, quantifying impacts on budgets and forecasts
• Prepares materials to be presented to the Senior Leadership Teams, Directors, CFO, and other stakeholders as required.

Strategic Business Partnership and Decision support

• Demonstrates in-depth understanding of the organization's business plan, immediate environment and the possible impact of events and activities on the organization; understand current role in relation to executing the business plan.
• Applies common business principles to critically evaluate and accurately perform analysis.
• Uses insights to influence the views of managers and provides guidance and support, supported by facts, to influence and lead business decisions.
• Ability to apply decision criteria to business propositions prepared by business units.
• Lead in explaining financial concepts and analysis in non-financial terms to counterparts.
• Identify and address additional business partner needs as they arise.
• Makes recommendations on transformational initiatives, including recommendations that could impact staffing levels in the organization and realization of cost efficiencies.

Planning, Budgeting, Forecasting and Performance Measurement:

• Leads, manages, and coordinates all aspects of operating and capital budget process within the Park Board; works with subject matter experts to provide inputs and assumptions and manages and monitors Operating & Capital budget expenditures, revenues and recoveries.
• Manages and prepares monthly, quarterly, and year-end variances analysis, forecasting and reporting; presents and reviews results with general manager and department leads; works to identify significant risks, and recommends mitigation strategies and raises to appropriate stakeholders.
• Provides financial and budget management to support major project leads.
• Manages and supports the development of multiyear financial and business plans and forecasts, review and validate financial assumptions and models, and identify trends that impact the Department’s ability to meet budget and service delivery targets.
• Leads and manages analysis of budgets, performance indicators, business plans and ongoing financial results to enable strategic recommendations on corrective actions.
• Interpret and provide forecasts and analysis that link to business unit strategy and operational performance.
• Complies with and administers Finance controls, policies and procedures.

Project Management and Process improvement:

• Supports and manages planning process timelines and identify opportunities for continuous improvement and standardization for business area.
• Identifies and implements opportunities for process automation/streamlining and support integration with financial reporting, capital budgeting, and long-term financial planning initiatives.
• Communicate budgeting policies and processes to Department FP&A and City staff; support planning processes improvement initiatives throughout the organization.
• Manage FP&A projects and sub-processes .

Qualifications

Education and Experience:

• Bachelor’s Degree in Business Administration, Finance, or related discipline
• Professional Accounting Designation or MBA with a combination of experience and education related to the requirements of the position
• Extensive experiance post designation experience in budgeting, financial analysis, forecasting, reporting, and accounting
• Advanced financial systems experience preferably within an ERP environment - experience with financial modules of SAP would be an asset
• Strong business case analysis experience
• Good working knowledge of generally accepted accounting principles as they relate to local government including PSAB
• Advanced financial modelling and Excel skills
• Advanced experience with preparing complex presentations and writing formal reports for senior management and Council
• Considerable experience in presenting to Senior Leaders and department stakeholders
• Advanced project management experience

Knowledge, Skills and Abilities:

• Strong business acumen and capability to link finance to the business
• Superior critical thinking skills, ability to analyze complex situations and determine appropriate course of action where there is little or no established precedents
• Ability to strategically answer complex business problems through data analysis, modelling and creative thinking
• Superior verbal and written communication skills, ability to communicate complex financial concepts in simple terms
• Proven ability to work strategically with the business, build relationships, and be a trusted business partner
• Must be able to work independently and as a member of a Finance and Business Unit team
• Excellent organizational and project management skills with ability to manage multiple tasks with competing priorities
• Must be able to take accountability to complete assignments and take ownership of challenges to the point of recommendation, resolution, approval and implementation
• Ability to maintain professionalism, objectivity, confidentiality, tact and diplomacy

Where operationally appropriate and subject to change, the City of Vancouver has a Flexible Work Program. This program allows staff to work a hybrid work week from locations that are a daily commutable distance from their work at a City worksite.  At this time this position is eligible to be part of the Flexible Work Program.

Business Unit/Department: Finance & Supply Chain Mgmt (1150) 

Affiliation: Exempt 

Employment Type: Regular Full Time 

Position Start Date: June 2025

Salary Information: Pay Grade RNG-091: $111139 to $138924 per annum

Application Close: April 20, 2025

Main Purpose and Function

Financial Analysts are responsible for managing general corporate business functions associated with the delivery of the organization’s operating budget for a select group of departments. These positions work closely with business unit managers and financial staff to identify and recommend operational, business process and financial management issues that can result in cost savings and efficiencies. They develop business cases, conduct financial and analytical work and review overall financial and non-financial performance with departments. The positions initiate changes in budget management policies and practices, systems and business processes to assist the City’s Business Units in effectively managing their financial and business functions. The positions review all Council reports to ensure they have sound business cases and funding strategies. Key to these positions to ensure that the City’s operating budget maximizes service levels by minimizing the utilization of resources within the City.

Specific Duties/Responsibilities

• Working with department managers and finance staff, conduct comprehensive reviews of departmental budgets to identify funding needs and opportunities for savings that may affect wage or salary rates, employment, working conditions and promotional opportunities
• Provide recommendations to senior management for efficiency gains, based on an extensive knowledge of departmental budgets and operational issues driving the budget expenditures, that may affect wage or salary rates, employment, working conditions and promotional opportunities
• Provide objective analysis of department budget submissions including funding requests and suggested budget adjustments and make recommendations to senior management on their appropriateness that may affect wage or salary rates, employment, working conditions and promotional opportunities
• Develop departmental budgets based on Corporate guidelines and provide support to department finance managers
• Responsible for research, preparation and presentation of reports to Council
• Analyze the processes, practices and procedures of similar organizations to identify best practices and develop benchmark standards that can be applied within the City of Vancouver
• Lead or participate in business process reviews of City units, including provision of recommendations regarding City processes to identify opportunities for improvement that lead to financial or position savings
• Conducts studies and makes recommendations regarding resource allocation such as performance measurement and benchmarking of City services, structural reviews of departments, departmental methods, and business processes, both from a systems and financial perspective, that may affect wage or salary rates, employment, working conditions and promotional opportunities
• Conduct financial, cash flow and economic impact studies of expenditure programs
• Analyze budgets, performance indicators, business plans and on-going financial results of Departments
• Prepare and review financial and administrative policies
• Development and analysis of business cases for proposed projects, including cost benefit analyses to justify spending proposals
• Conduct forecasts, economic analysis, financial modeling and policy development
• Manage relationships with other departments and external organizations
• Develop and implement public consultation campaigns, including public opinion surveys, print publications, and web publishing
• Develop analytical tools and reports utilizing the City’s ERP system and provide coaching and training to other users based on the Financial Analysts “super user” status
• Key member of the team developing the SAP modules for budgeting (PS/IM and BW/SEM) or other similar products
• Some responsibility for capital budgeting for cross training purposes and vacation relief
• Other duties/responsibilities as assigned

Minimum Position Requirements

Education and Experience:

• A degree in Public Administration, Business Administration, Economics or Finance and a professional accounting designation
• A commitment to maintaining and improving job related skills on a timely and continuous basis
• 3 to 5 years experience in budgeting, administration, and finance including the operation of all accounting functions, for a large multi-unionized organization preferably within the public sector
• Considerable financial systems experience preferably with integrated business software (ERP) such as SAP
• Considerable cost accounting or equivalent business evaluation experience, including cost distribution modeling and business process analysis
• Good working knowledge of generally accepted accounting practice as they relate to local government including PSAB
• Experience in preparing a variety of statements, statistics, reports, and complex spreadsheets using arithmetical calculations with speed and accuracy
• Experience initiating business process improvements and developing and maintaining operating and capital budgets
• Experience writing reports to a Council or Board of Directors

Knowledge, Skills and Abilities:

• Extensive knowledge of City of Vancouver culture, policies, operations and procedures
• A solid general understanding of municipal finance, budgeting and accounting practices
• Knowledge of public administration and business practices in effect at other local and more senior governments and in private industry, such as program evaluation, business process review, organizational theory and reengineering techniques
• Extensive knowledge of computer and enterprise systems
• Strong computer competency in office productivity tools
• Strong enterprise systems skills, preferably SAP, and the ability to extract relevant information for analytical purposes
• Superior verbal and written communication, and advanced presentation skills
• Demonstrated ability to work both independently and as a member of a team
• Ability to effectively represent the City at all levels of civic administration as well as with customers and clients outside the organization
• Ability to lead and assist in building cross-functional teams, and work effectively in a matrix structure outside the City’s regular organization
• Excellent organizational skills with the ability to manage multiple tasks with competing priorities
• High productivity in application of superior research and analytical skills
• Proven problem-solving and issue resolution skills in a complex business environment
• Ability to consider all options / maintain neutrality to provide sound business advice
• Ability to gather relevant information from variety of sources (e.g. interviews, internal and external documents) in objective and analytical manner
• Extraordinary customer service skills and the ability to work effectively with employees across the organization
• Ability to maintain professionalism, objectivity, confidentiality, tact and diplomacy

Where operationally appropriate and subject to change, the City of Vancouver has a Flexible Work Program. This program allows staff to work remotely 1 – 4 days a week from locations that are a daily commutable distance from their work at a City worksite.  At this time this position is eligible to be part of the Flexible Work Program.

Business Unit/Department: Finance & Supply Chain Mgmt (1150) 

Affiliation: Exempt 

Employment Type: Regular Full Time 

Position Start Date: April 2025 

Salary Information: Pay Grade RNG-091: $111139 to $138924 per annum

Open Positions: 2

Application Close: March 23, 2025

As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. 

Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area. 
 
Promote the development and sustainable growth of proprietary investment business in the assigned market area by: 

• Conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
• Natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning. 
• You’re self-directed, performance –oriented in your approach in discovering our clients needs, listening to understand what they are looking for, customized financial strategies and solutions. 
• Be highly engaged, educate clients, provide relevant insights and expert advice. 
• Demonstrate a collaborative approach when dealing with peers, clients, and partners. 
• Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients. 

 
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have: 

• Experience infinancial planning and investment sales is preferred. 
• Successfully completed the Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation. 
• You’re a mutual funds certified professional.You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course). 
• You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team. 
• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment. 

 
What’s in it for you? 

• A competitive compensation and benefits package that rewards growing and maintaining your client base. 
• Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software. 
• The ability to build long-lasting client relationships through exceptional advice and service. 
• A work culture that promotes diversity, respect, and inclusion.
• An organization committed to making a difference in our communities – for you and your clients.