Location
Vancouver
Job Type
Full-time
Posted
July 20, 2026
Job Description
Job Description
What is the opportunity?
As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst provides comprehensive financial planning solutions. This involves acting as the primary financial planner in our centralized service as well as in a partnership role with the Financial Planning Specialists. Both services require the preparation and ongoing development of our “Compass” comprehensive financial plans.
This is a Retirement & Wealth Planning role where the focus ...
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