Senior Financial Advisor

4 days ago


Vancouver, British Columbia, Canada Odlum Brown Limited Full time
Company Overview: At Odlum Brown Limited, we pride ourselves on being an independent, full-service investment firm with a rich history spanning over 100 years. Wholly owned by our team members, we continue to lead the financial community as one of British Columbia's most respected firms.

Salary: $100,000 - $110,000 per year, plus potential bonuses for exceptional performance.

Job Description: As a Senior Financial Advisor, you will be part of a highly successful six-person team in our Vancouver office. Our team focuses on conservative, long-term investing under a discretionary managed-account format, with approximately $1 billion in assets under management. Your primary responsibilities will include working with 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 goals.

Required Skills and Qualifications: To succeed in this role, you must have a proven track record of forming strong bonds with clients, be proactive and engaged, and possess excellent analytical and decision-making skills. A Certified Financial Planner (CFP) designation is required, along with a minimum of 5 years' post-designation experience. Professional accounting designation (CPA) would be a significant asset, and experience with tax and financial planning strategies is essential.

Benefits: We offer a competitive total rewards package that includes flexible work options, mentorship programs, and various professional development opportunities to expand your career. Our company culture is built on openness, collaboration, and respect, making us a diverse and driven group of individuals who genuinely care about each other's contributions.

Responsibilities:
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  • Interview clients to obtain necessary information for financial projections">
  • Prepare financial projections for clients">
  • 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 regarding personal and private corporation/owner-manager income tax, registered and non-registered accounts, trusts, and estates, pensions, and government benefits">


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