Financial Analyst & Planner


A budget is telling your money where to go instead of wondering where it went.

Dave Ramsey
Financial Analyst & Planner

In A Nutshell

I work with businesses and individuals to understand their financial situations so we can make plans for their futures. 

I guide people on how to make smart investments and business moves by ensuring financial data is whole and accurate.

I provide relevant reporting to a management team to inform better planning and decisions in the future. 


Potential Salary Range

$62,000 - 85,000 Annually

Which provinces would this job be in?

Alberta AB
British Columbia BC
British Columbia
Manitoba MB
New Brunswick NB
New Brunswick
Newfoundland & Labrador NL
Newfoundland & Labrador
Nova Scotia NS
Nova Scotia
Ontario ON
Prince Edward Island PEI
Prince Edward Island
Quebec QC
Saskwatchewan SK

I work in an office writing reports, staying up to speed on financial trends, and providing financial advice to business teams and individuals. My clients and team members come to my office when they need help working through financial situations and recommendations.



Job Requirements & Duties

  • Work with clients to understand their financial situation and goals
  • Study economic trends and patterns in the stock market
  • Look into current and historical financial data
  • Make suggestions and plans with clients to help them manage their financial situation
  • Write reports on how to manage or handle certain financial situations
  • Be available for clients, team members, and management to ask advice about urgent financial decisions 
  • Advise different teams on items, such as payables or purchases, and attend meetings as needed

Education & Training

  • Most positions require a university degree in a business-related field such as accounting, economics, finance, or mathematics.

Job Outlook

    The demand for this job is expected to grow at an average rate. However, more specialized financial analysts and planners will be in demand as more unique business markets open up around the world. 

Related School Subjects

69 Math
Social Studies
Career Education

What words come to mind when thinking about this career?

Financial Money Economic Planning

Important Skills

Money Management

The core of this job is financial reporting and analysis, which means spending a lot of time interpreting data that influences decisions about how to manage money. 

Analytical Thinking

A ton of numbers land on my desk every day! I need to be able to analyze different data to come up with the best representation of facts, and find the difference between meaningful trends and dead ends.


Not only is finance all about categorizing and keeping track of numbers and data, but it's also very important that I'm able to manage many priorities and deadlines as tasks and projects are assigned to me.



Finance can seem like a different language to a lot of people. I need to be able to explain facts and figures in a way that others can understand, and work with teams to collect and share information.


The Best Things About This Job Are…

Pays Well
Continuous Learning
Has Business Perks
Independent Work