Financial Analyst & Planner

Organize

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

Dave Ramsey
Financial Analyst & Planner

In A Nutshell

I help people and businesses understand their money and make plans to save and grow it.

I guide clients to make smart investments and business decisions by ensuring financial data is complete and accurate.

I provide reports to management teams to support better planning and decision-making.

Swipe

Potential Salary Range

$62,000 - 85,000 Annually

Which provinces would this job be in?

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

I work in an office writing reports, tracking financial trends, and giving advice to farmers and business teams. My clients come to me when they need help making smart financial decisions for their farms or agricultural businesses.

Workplace

Indoor

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
  • Help clients create plans to manage their money
  • 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.
100all

Job Outlook

    The demand for this job is expected to grow steadily. Specialized financial analysts and planners will be especially needed as new and unique business markets develop worldwide.

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

At the core of my job is financial reporting and analysis. I spend a lot of time interpreting data that helps guide important decisions about managing money.

Analytical Thinking

I get a ton of numbers every day! I have to analyze the data carefully to show the important facts and spot which trends really matter and which ones don’t.

Organizational

Finance is all about keeping track of numbers and data, but I also need to manage many priorities and deadlines as new tasks and projects come my way.

interpersonal-man-people-communication-Relation

Interpersonal

Finance can feel like a different language to many people. I need to explain facts and figures in ways everyone can understand and work with teams to gather and share information.

Swipe

The Best Things About This Job Are…

Pays Well
Continuous Learning
Has Business Perks
Independent Work