Financial Associate Jobs in Surrey, BC (NOW HIRING)

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

About the role: 

The Senior Financial Analyst, Strategic Finance plays a key role in enabling enterprise-wide decision-making by providing rigorous financial analysis, insights, and benchmarking for strategic initiatives. This role partners closely with business leaders, strategy teams, and finance stakeholders to assess the financial impact of major initiatives, including transformation programs, product launches, investment decisions, operational efficiencies, and regulatory changes. 

The successful candidate combines strong financial acumen, data-driven thinking, and the ability to translate complex analysis into clear executive-level insights. 

About the day-to-day: 

Financial Impact Analysis 

• Lead the development of end-to-end financial impact assessments for enterprise strategic initiatives, including valuations, cost-benefit analysis, ROI, return on equity, NPV, IRR, and payback period calculations.
• Build and maintain robust financial models to evaluate multiple scenarios and sensitivities.
• Partner with cross-functional teams (Strategy, Product, Risk, Technology, Operations) to gather inputs and validate assumptions. 
• Support business case development for investment proposals and executive approvals. 

Strategic Decision Support 

• Provide actionable insights and recommendations to senior leadership on financial implications of strategic options, preparing executive and board-level materials, including presentations and briefing notes.
• Act as a trusted advisor to senior stakeholders across Finance, Strategy, and Operations Business Units. 
• Translate complex financial data into clear narratives for executive presentations.
• Support prioritization of strategic initiatives based on financial and operational impact. 

Benchmarking & Market Insights 

• Conduct internal and external benchmarking analysis to assess performance against peer financial institutions (e.g., profitability, cost efficiency, returns, credit risk) 
• Leverage industry data, market research, and financial disclosures to inform model assumptions and strategic decision-making. 
• Prepare benchmarking summaries and insights for leadership forums and board-level reporting. 

Performance Tracking & Reporting 

• Track financial performance of approved initiatives against business cases and forecasts.
• Identify variances, risks, and opportunities, and recommend corrective actions. 
• Develop dashboards and reporting frameworks to monitor initiative outcomes.

About the qualifications: 

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.  
• CPA or CFA designation required, CBV preferred.   
• 5 years of progressive experience in financial analysis, strategic finance, consulting (big 4), or banking. 
• Proven track record supporting enterprise-level initiatives or transformation programs. 
• Advanced financial modeling and valuation skills (including DCF, comps analysis, forecasting, etc.) 
• Strong proficiency in Excel and PowerPoint; experience with data visualization and cleansing tools (e.g., Power BI, Power Query) is an asset. 
• Ability to synthesize large data sets into concise insights and familiarity with banking metrics (e.g., ROE, efficiency ratio, net interest margin) 
• Confident presenting to senior leadership and translating complex concepts. 
• Ability to balance multiple high priority projects and collaborate with cross-functional teams. 
• Strong communication skills, (verbal + written) with an ability to deliver insights around business problems in thoughtful and persuasive manner.
• A proactive mindset and can thrive in a dynamic, fast paced environment.

About us:  

Peoples Group is a trusted financial services company for the innovators at the forefront of Canada’s economic future. With offices in Vancouver, Calgary and Toronto, we are driving change by working alongside challenger banks, fintechs, brokers, and merchants to foster a dynamic and competitive financial ecosystem. 

Our culture is built on four core behaviors: Grit to Grow, Connect to Collaborate, Putting Clients First, and Owning the Outcome. We believe people do not simply choose a company to work for—they choose a company that makes a positive impact in the lives of Canadians. Above all, we value people, build meaningful relationships, focus on individual strengths, and approach our work with passion. 

About the 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 8:00am and 4:30pm with flexibility around start/end times. 

We offer: 

• 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:  

The expected salary for this role is approximately $80,000 - $100,000 annually. Actual compensation may vary based on experience, skills, and qualifications. 

NOTE: This job posting is for an existing vacancy. Peoples Group is an Equal Employment Opportunity employer. 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.