Financial Planner, Investment Retirement Planning
22 hours ago
WHO WE ARE Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms.
We are honoured to be nationally recognized as one of Canada’s Best Managed Companies and one of Canada’s Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team members, clients and communities.
Guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity and Community – we are very proud of the vibrant, ever-evolving culture that we have built over the years. We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers – all with diverse backgrounds and experiences to share from around the globe. COMMUNITY
We are serious about supporting the communities where we live and work. A recipient of a Canada’s Volunteer Award from the Government of Canada, we are committed in heart and mind to everything we do in the community, and we work hard to inspire passion and fun while doing it.
We have an opportunity for a Financial and Tax Planner to join a highly successful, six-person team in our Vancouver office. The team comprises three experienced Portfolio Managers, an Investment Associate and two Investment Assistants. They focus on conservative, long-term investing under a discretionary managed-account format, with approximately $1 billion in assets under management.
The ideal candidate is a people person who takes pride in helping clients navigate the complexities of financial planning while incorporating tax strategies. As a Financial and Tax Planner, you will work within a results-oriented team in a collaborative environment with existing clients to collect and analyze information pertinent to clients’ financial goals; prepare and review financial projections using leading software; and offer insight on clients’ financial, tax, retirement and estate planning goals.
You will be responsible for providing information to Investment Advisors and their clients on a variety of tax, estate and personal finance-related queries and strategies.
You will also report to the Vice President, Odlum Brown Financial Services Limited (OBFSL), on practice management, as it relates to financial planning.
Interview clients (on the phone and/or in person) to obtain the information required to prepare financial projections
Review and interpret financial projections with clients and Investment Advisors
Identify potential tax minimization and planning opportunities for clients
Explain rules and concepts to clients and Investment Advisors relating to personal and private corporation/owner-manager income tax, registered and non-registered accounts, trusts and estates, pensions and government benefits
Competent at supporting clients with retirement and estate planning goals
Comfortable working with detailed and complex information and a desire to stay on top of policy developments and their potential impact on financial strategies
Self-motivated with a clear vision of what is required to be part of a high-performance team
In-depth knowledge and interest in personal finance and taxation, including private corporation and trust structures and the taxation of investment income
A team player with a proven track record of building trusting and productive relationships with colleagues and clients alike
Breadth and depth of tax and estate expertise to appropriately assess client needs and the various options available to them
Ability to identify risk areas to a client’s plan and articulate possible insurance-based solutions (life and living benefits)
Professional accounting designation (CPA) would be a significant asset
Experience with tax and financial planning strategies required
Other professional qualifications/designations relating to trusts and estates (TEP) and/or experience with the entire life cycle of personal trusts would be an asset
We are a diverse, driven group of individuals who genuinely care about one another and encourage and appreciate each other’s contributions. flexible work options;
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