Tax and Estate Planner

2 weeks ago

Vancouver, British Columbia, Canada Odlum Brown Full time

ODLUMBROWN.COM

Tax and Estate Planner - Vancouver

FIRM OVERVIEW
Odlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited that provides

retirement and estate planning, tax planning and insurance products exclusively to Odlum Brown clients.

Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent,

full-service investment firm for 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.

CULTURE AND VALUES
Guided by a set of timeless core values - Clients First, People, Accountability, Independence, Integrity and

Community - we are very proud of the vibrant culture that we have built and sustained for many years. These values


are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.


PEOPLE
We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers,

musicians, yogis, world travelers and every other variety of person you can imagine. You will work with really

interesting people and make great friends, too.

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.

PROFESSIONAL DEVELOPMENT
Continuous learning matters. We are committed to providing career-long support for learning and growth.

THE OPPORTUNITY

We have an opportunity for a Tax and Estate Planner to join our award-winning firm in the Vancouver office.
Reporting to the Vice President, Odlum Brown Financial Services Limited, you will work in a collaborative team
environment to advise existing clients and Investment Advisors on a variety of tax, estate and personal finance
- related queries and strategies.

RESPONSIBILITIES:

  • Collect and analyze information pertinent to clients' financial goals
  • Offer insight on clients' financial, tax, retirement and estate planning goals
  • Prepare and review financial projections using leading software
  • 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, corporate and trust
- income tax, registered and non-registered accounts, trusts and estates, pensions and government benefits
  • Develop timely tax and personal financerelated articles and bulletins
  • Participate in the preparation and delivery of internal seminars and external presentations

KNOWLEDGE AND EXPERIENCE:

  • Professional accounting designation (CPA) and a minimum of three years' postdesignation experience

- required
  • Certified Financial Planner (CFP) designation preferred and required within two years of start date
  • Completion of the CPA In-Depth Tax Program would be an asset
  • Other professional qualifications/designations relating to trusts and estates (TEP), life insurance (CLU) and/or
experience with the entire life cycle of personal trusts would be an asset

COMPETENCIES AND PERSONAL ATTRIBUTES

  • Proven history of serving clients in a professional services environment
  • Indepth knowledge of and interest in personal finance and taxation, including private corporation and trust
- structures and the taxation of investment income
  • Experience with the entire life cycle of personal trusts
  • Breadth and depth of tax and estate expertise to appropriately assess client needs and the various options

- available to them
  • Competent at supporting clients with retirement and estate planning goals
  • Experience with identifying risk areas to a client's plan and articulating possible insurancebased solutions
- (life and living benefits)
  • Comfortable working with detailed and complex information
  • Desire to remain current with developments and their potential impact on financial strategies
  • Strong business acumen, judgment and savvy; excellent analytical and decisionmaking skills
  • Excellent written and verbal communication and presentation skills
At 100 years young, our team is growing, and we've got room for one more if you're interested. If this sounds like the
environment you'd like to work in and you have the credentials and experience for this role, we invite you to submit

of expressing interest and supporting evidence provided prior to any potential offer of employment.

We appreciate your i

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