Financial Analyst

Peoples Trust; Vancouver; Hybrid; CAD 70,000 - 75,000; Full time

Job summary

A leading financial institution in Vancouver is seeking a Financial Analyst. The role involves preparing financial reports, conducting variance analysis, and supporting budgeting processes. Ideal candidates have experience in FP&A, strong financial modeling skills, and the ability to present complex data effectively. This position offers a competitive salary and a hybrid work environment.

Benefits

Hybrid work environment

Competitive salaries

Profit sharing

RRSP matching

Generous paid time off

Qualifications

• 1–3 years of experience in FP&A or financial analysis.
• Strong ownership and accountability in work.
• Exceptional verbal and written communication skills.

Responsibilities

• Prepare financial and management reporting.
• Conduct forecasts and variance analyses.
• Support budgeting and forecasting processes.

Skills

Financial modeling

Variance analysis

Advanced Microsoft Excel

Analytical thinking

Effective communication

Education

Designated accountant (CPA or equivalent)

Tools

Adaptive Planning

Job description

Job Overview

We are hiring for this position out of our Vancouver office. Successful candidates who apply outside of this area will be expected to relocate and reside in a location that is within a commutable distance.

Role Summary

The Financial Analyst plays a critical role in supporting Peoples Group’s financial planning and analysis (FP&A) function. This role is responsible for preparing financial reports, conducting variance analysis, supporting budgeting and forecasting processes, and contributing to strategic decision‑making through data‑driven insights. The ideal candidate is a highly analytical, detail‑oriented professional with strong communication skills and a passion for continuous improvement.

Day‑to‑Day Responsibilities

• Prepare assigned financial and management reporting, and develop new reports as needed.
• Conduct forecasts and variance analyses, comparing financial results to plan and forecast, identifying variances and drivers, and explaining results.
• Assist in the annual and ongoing budgeting and forecasting processes.
• Perform decision support analysis and reporting for emerging opportunities or business needs.
• Support ad hoc research, financial modeling, and analysis for regulatory or strategic purposes.
• Contribute to process improvement initiatives, including enhancements to financial planning systems.
• Participate in special projects as assigned.
• Present findings and recommendations to functional teams, management, and executives.

Qualifications

• Designated accountant (CPA or equivalent) or CFA designation is an asset.
• 1–3 years of progressive experience in FP&A or financial analysis.
• Strong financial modeling and forecasting skills.
• Experience with variance analysis and decision support reporting.
• Advanced proficiency in Microsoft Excel.
• Experience using Adaptive Planning is an asset.
• High standards of accuracy, precision, and attention to detail.
• Proven analytical thinker and creative problem solver with a strategic mindset.
• Exceptional verbal and written communication skills, with the ability to engage stakeholders across all levels and functions.
• Comfortable presenting complex financial information to non‑finance audiences.
• Strong ownership, accountability, and ability to work independently with limited direction.
• Highly organized with the ability to manage multiple priorities in a fast‑paced, deadline‑driven environment.

About Us

Peoples Group is a boutique financial institution with offices located in Vancouver, Calgary, Toronto, and Montreal that has been in the Canadian marketplace for over 35 years. Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge and experience.

Our culture here at Peoples Group is formed by our values: Trustworthy, Creative, Willing. We believe people don't choose a company to work for, they choose a company to join. We prioritize risk‑based practices and procedures in order to remain risk intelligent and compliant. We value people, building relationships, and focusing on strengths; we execute with passion.

Work Environment

Peoples Group offers a flexible and hybrid work environment. In this role you will work a combination of in‑office and remotely from home. Typically, you'll be working regular business hours, Monday to Friday between 8:00 am and 4:30 pm with flexibility around start/end times.

Benefits

• A hybrid work environment, enabling you to balance your personal and professional life seamlessly.
• Competitive salaries, profit sharing, RRSP matching and benefits from day one.
• Generous paid time off to help achieve a healthy work‑life balance.
• A strengths‑based approach, ensuring we work together more effectively.
• A commitment to your well‑being in five key areas: Financial, Physical, Social, Career, and Community.

Hiring Process

If your application is selected, you will be invited for a first interview with one of our Talent Acquisition Business Partners. Depending on the role, interviews may be conducted virtually or in‑person. The hiring team will communicate any in‑person requirements throughout the process.

Compensation

Peoples Group is pleased to offer employees a competitive annual salary plus a discretionary profit share opportunity. Salary for this position will vary between $70,000 and $75,000 per year, depending on the knowledge, skills, abilities, and experience that the chosen candidate possesses.

Equal Employment Opportunity

Peoples Group is an Equal Employment Opportunity employer. This job posting is for an existing vacancy. Please accept our utmost appreciation for your interest; however, only those applicants under consideration will be contacted.

We value and celebrate individuality while fostering an inclusive workplace for everyone. If there's any way we can support or accommodate you during the selection process, please don't hesitate to let us know.