Wealth Management Professional

1 week ago

Vancouver, British Columbia, Canada Odlum Brown Limited Full time $100,000 - $110,000

We are honored to present an exceptional opportunity for a skilled Wealth Management Professional to join our highly successful team at Odlum Brown Limited in Vancouver. As a key member of our six-person team, you will work closely with experienced Portfolio Managers, an Investment Associate, and two Investment Assistants to deliver conservative, long-term investing solutions under a discretionary managed-account format.

Job Summary

The ideal candidate is a results-driven individual who excels in helping clients navigate the complexities of financial planning while incorporating tax strategies. You will be responsible for working with existing clients to collect and analyze information pertinent to their financial goals; preparing and reviewing financial projections using leading software; and providing insight on clients' financial, tax, retirement, and estate planning objectives.

Main Responsibilities
  • Provide expert advice to Investment Advisors and their clients on various tax, estate, and personal finance-related queries and strategies.
  • Conduct interviews with clients to obtain necessary information for financial projections.
  • Review and interpret financial projections with clients and Investment Advisors.
  • Identify potential tax minimization and planning opportunities for clients.
  • Explain complex concepts related to personal and private corporation/owner-manager income tax, registered and non-registered accounts, trusts, estates, pensions, and government benefits.
Requirements

To be successful in this role, you must possess:

  • An in-depth knowledge of personal finance and taxation, including private corporation and trust structures, and the taxation of investment income.
  • A proven track record of building trusting and productive relationships with colleagues and clients.
  • The ability to identify risk areas in client plans and articulate possible insurance-based solutions (life and living benefits).
  • Professional accounting designation (CPA) or equivalent experience.
  • Experience with tax and financial planning strategies.
Benefits

Odlum Brown Limited offers a dynamic and supportive work environment that fosters growth and development. As a valued member of our team, you can expect:

  • A competitive salary: $120,000 - $150,000 per annum.
  • Flexible work options.
  • A collaborative and inclusive culture that values diversity and teamwork.

At Odlum Brown Limited, we strive to create a workplace that is not only challenging but also rewarding and enjoyable. If you are a motivated and forward-thinking professional looking to take your career to the next level, we encourage you to explore this exciting opportunity.

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