Financial Analyst

Cascade Wealth is a leading financial advisory firm based in Vancouver, dedicated to empowering individuals and families to achieve their financial aspirations. We believe in a holistic and personalized approach to wealth management, building long-term relationships based on trust, transparency, and expert guidance. Our team of seasoned professionals is passionate about delivering exceptional client service and innovative financial solutions. As we continue to expand our reach and enhance our service offerings, we are seeking a motivated and analytical Financial Analyst to join our dynamic team and contribute to our ongoing success. This role offers an exciting opportunity to work in a collaborative environment on challenging projects that directly impact our clients’ financial well-being.

• Analyze financial data and market trends to provide insights and recommendations for investment strategies.
• Develop and maintain financial models to forecast performance, assess risk, and evaluate potential investment opportunities.
• Prepare comprehensive financial reports, presentations, and analyses for internal stakeholders and client reviews.
• Conduct due diligence on various investment products, ensuring alignment with client objectives and regulatory compliance.
• Assist in the creation and implementation of personalized financial plans for high-net-worth clients.
• Collaborate with senior financial advisors to interpret complex financial information and present it clearly to clients.
• Monitor economic developments and industry changes, providing timely updates and strategic implications.
• Support the optimization of internal financial processes and systems to enhance efficiency and accuracy.

• Bachelor’s degree in Finance, Economics, Accounting, or a related field. CFA designation or candidacy is a strong asset.
• 2-4 years of experience as a Financial Analyst in wealth management, investment banking, or a related financial services sector.
• Proven proficiency in financial modeling, valuation techniques, and statistical analysis tools.
• Advanced Excel skills are essential, with experience in financial software such as Bloomberg, Capital IQ, or similar platforms.
• Solid understanding of financial markets, investment products, and wealth management principles.
• Excellent analytical, problem-solving, and critical thinking abilities with a keen attention to detail.
• Strong communication skills, both written and verbal, for effective interaction with clients and team members.
• Ability to work autonomously and collaboratively in a fast-paced, hybrid work environment.

• Competitive annual salary ranging from CAD 82,000 to CAD 100,000, commensurate with experience and qualifications.
• Comprehensive health and dental benefits package, including vision care and extended health coverage.
• Generous paid time off, including vacation, sick leave, and personal days, promoting work-life balance.
• Company-sponsored professional development programs, tuition reimbursement for relevant certifications, and ongoing training opportunities.
• Opportunities for career advancement within a growing firm, supported by mentorship and performance-based incentives.
• Hybrid work model offering flexibility to work both from our modern Vancouver office and remotely.
• Participation in our employee wellness program, featuring fitness initiatives and mental health resources.