Financial Planner
$80,000–$100,000 year
On-siteVancouver, British Columbia, Canada
Vancouver, British Columbia, CanadaOn-siteFull Time$80,000–$100,000 yearLarge
Full TimeLarge
Job Summary
Conduct client meetings to assess family financial situations and prepare personalized plans covering retirement, risk management, and estate strategies. Present comprehensive financial plans using Conquest software and provide recommendations for RRSP contributions, income projections, and wealth transition discussions. Analyze unique tax situations to develop withdrawal strategies and prepare personal and corporate tax packages. Maintain strong client relationships through ongoing communication via meetings, calls, and emails to address day-to-day inquiries.
Required Qualifications
- Completion of the Certified Financial Planner (CFP) designation
- Three years of relevant experience in all aspects of financial and/or tax planning
- Investment industry knowledge
- Ability to work effectively independently and in team environments
- Proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions
Desired Qualifications
- Experience with planning software: Conquest
- Experience with planning software: NaviPlan
- Excellent verbal and written communication skills with strong presentation skills
- CPA designation
- Insurance industry knowledge or license (LLQP certification)
- Strong knowledge of Microsoft Office (Word, Excel, PowerPoint)
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