Financial Analyst - Vancouver - Harbourfront Wealth Management

    Harbourfront Wealth Management
    Harbourfront Wealth Management Vancouver

    45 minutes ago

    $60,000 - $95,000 (CAD) per year *
    Description
    Who we are:

    Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 15 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core values start with the belief that great people make great companies. Our head office is in downtown Vancouver with over 55 branches across Canada.

    Career opportunity:

    We currently have a career opportunity for a Financial Analyst to join our finance team. This role will be located at our head office in Vancouver, BC and will report to the Manager, Financial Planning & Analysis. The Financial Analyst will collaborate with varying departments and internal stakeholders. We are looking for a highly motivated, high performing, results driven candidate. 

    You will be responsible for:
  • Maintaining the fee calculation/reconciliation process and validating calculations;
  • Performing daily and monthly reconciliations of fees to ensure the accuracy of information;
  • Reporting and maintaining financial, pricing, sales, and operational data/metrics in dashboards and forecasts;
  • Supporting the production of detailed, bottom-up budgets and forecasts to support short-term and long-term strategic planning;
  • Developing and maintaining financial models;
  • Preparing monthly internal financial packages;
  • Review month-over-month and year-over-year trends and provide commentary;
  • Providing support to the accounting function as required;
  • Developing working relationships with relevant business units and departments, while assisting them in achieving the organizations strategic and financial priorities;
  • Identifying opportunities to streamline, automate, and improve processes.


    • The ideal candidate for this position has:

  • A bachelor's degree or diploma in accounting or financial management;
  • A CPA (or CFA) designation or working towards a CPA (or CFA) designation is an asset;
  • Minimum 2 years' experience in a finance or accountancy role;
  • Strong attention to detail, ability to identify errors quickly, and review work thoroughly to ensure accuracy and quality;
  • Advanced working knowledge of Excel and other Microsoft Office programs;
  • Experience working in the financial services industry is an asset;
  • Excellent verbal and written communication skills;
  • Strong time management skills to meet tight deadlines and changing work volume;
  • Ability to work independently and within a team environment;
  • Willingness to learn and adapt in a fast-paced environment.


    • Salary Range: $70,000 - $90,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).

    Diversity and Inclusion

    Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.

    #HFW
    * This salary range is an estimation made by beBee
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