Financial Planning Expert

12 hours ago


Vancouver, British Columbia, Canada Disability Solutions Full time
Job Description

At Raymond James Ltd., we're seeking a seasoned Financial Planning Expert to join our team of professionals dedicated to delivering exceptional service to high net worth clients. As a key member of our Total Wealth Solutions team, you'll be responsible for providing comprehensive financial planning services, analyzing client needs, and developing tailored solutions to meet their goals.

The ideal candidate will have extensive knowledge of Canadian financial planning concepts, including education, retirement, income tax, estate, and insurance planning. You'll also possess excellent communication skills, with the ability to effectively communicate complex financial information to clients. If you're passionate about helping individuals achieve their financial objectives, we encourage you to apply for this exciting opportunity.

Salary Range: $130,000-150,000 per year, plus competitive performance bonuses and incentives.

Responsibilities
  • Develop and implement comprehensive financial plans for high net worth clients
  • Collaborate with internal teams to identify client needs and develop tailored solutions
  • Present complex financial information to clients in a clear and concise manner
  • Maintain up-to-date knowledge of industry trends and regulatory requirements
Requirements
  • Bachelor's degree in a related field, such as finance or accounting
  • Chartered Professional Accountant (CPA) designation
  • Minimum 5 years of experience in financial planning, preferably in a wealth management setting


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

    About UsOdlum Brown Limited is a trusted investment firm with over 100 years of experience. Our team of experts helps clients achieve their financial goals through personalized advice and support.


  • Vancouver, British Columbia, Canada TLM Financial Planning Inc Full time

    Job Title:Office Operations CoordinatorAbout the Role:We are seeking a highly organized and detail-oriented Office Operations Coordinator to join our team at TLM Financial Planning Inc. The successful candidate will be responsible for coordinating the activities of our HR department, ensuring they meet the organization's goals.Responsibilities:Administrative...


  • Vancouver, British Columbia, Canada Blueshore Financial Full time

    About UsBlueShore Financial is a leading financial institution in British Columbia, with $7 billion in assets under administration and 390 employees. Our innovative strategy is rooted in expert advice and expertise, delivered by an exceptional team.Salary RangeThe base salary for this role is $50,000 to $75,000, with the majority of total income coming from...


  • Vancouver, British Columbia, Canada Scotiabank Full time

    About the OpportunityThis is an exciting role for a highly motivated and skilled Financial Planning Consultant to join our team as an Investment Expert. You will be responsible for developing and deepening client relationships by providing high-quality investment advice and service within the mass affluent market.In this fast-paced, flexible work...


  • Vancouver, British Columbia, Canada CB Canada Full time

    Seeking a seasoned Financial Planning Expert to support our Vancouver office for a 3-month contract with the potential to become a permanent full-time position.About the RoleReporting directly to the Senior Manager, FP&A, you will be responsible for developing complex financial models to inform management decision-making and assisting in the preparation of...


  • Vancouver, British Columbia, Canada Ventum Financial Corp Full time

    Unlock Your Potential as a Financial Planning Strategist at Ventum Financial CorpWe're a leading independent, Canadian-owned and operated Private Client Services and Capital Markets firm, renowned for our client-centric approach and entrepreneurial spirit. Our company, Ventum Financial Corp, offers unbiased investment solutions, professional management, and...


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

    Company OverviewOdlum Brown Limited is an independent, full-service investment firm with a rich history of over 100 years. Our firm remains committed to helping clients achieve their financial goals while upholding our core values of Clients First, People, Accountability, Independence, Integrity, and Community.Job SummaryWe are seeking an experienced Expert...


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

    At Odlum Brown Limited, we are committed to helping our clients achieve their long-term financial goals. Our team of experienced professionals is dedicated to providing expert advice on financial planning, investment management, and tax optimization.About the RoleWe are currently seeking a highly skilled Senior Financial Strategist to join our Vancouver...


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    Job OverviewWe are seeking a seasoned Estate Planning Specialist to join our team at Quantum Management Services Ltd. in Vancouver, BC. As an expert in financial planning and wealth management, you will be responsible for collaborating with Investment Advisors to deliver comprehensive financial solutions.Key Responsibilities:- Prepare tailored financial...


  • Vancouver, British Columbia, Canada Vancouver Coastal Health Full time

    OverviewVancouver Coastal Health (VCH) is a world-class innovator in medical care, research and teaching. We deliver service to over one million BC residents.Job DescriptionWe are seeking a Financial Planning Expert to join our team. The successful candidate will be responsible for providing financial planning and analysis expertise to support the...


  • Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Company OverviewRoyal Bank of Canada is a leading financial institution dedicated to helping clients achieve their goals. Our team of experts provides comprehensive estate planning solutions to individuals and families.


  • Vancouver, British Columbia, Canada LGM Financial Services Full time

    Role OverviewThis leadership position is responsible for driving financial planning, analysis, and decision support across the organization.Job SummaryWe are seeking an experienced Financial Planning and Analysis (FP&A) leader to play a key role in driving financial success and informed decision-making at LGM Financial Services.Key ResponsibilitiesLead FP&A:...


  • Vancouver, British Columbia, Canada Amber Group Full time

    Job Title: Financial Portfolio ExpertWe are seeking a skilled Financial Portfolio Expert to join our team at Amber Group.About the Role:The Financial Portfolio Expert will be responsible for evaluating financial risk, using portfolio management software, examining and analyzing financial and investment information, analyzing investment projects, planning...


  • Vancouver, British Columbia, Canada Capilano University Full time

    Role OverviewWe are seeking a skilled Financial Planning & Analysis Advisor to join our dynamic Finance Team at Capilano University. As a key member of the team, you will play a critical role in shaping the financial narrative of our organization.Key Responsibilities:Prepare and analyze budgets and forecasts to inform business decisionsDevelop and maintain...


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

    We are a respected investment firm with over 100 years of experience, providing clients with comprehensive financial planning services. Our team is committed to helping individuals and families achieve their long-term financial goals.About the RoleWe are seeking a skilled Financial Planner to join our Vancouver office. As a key member of our team, you will...


  • Vancouver, British Columbia, Canada CANADA ROYAL ACCOUNTING SERVICES INC. Full time

    About the RoleCanada Royal Accounting Services Inc. is seeking a highly skilled Financial Planning and Analysis Specialist to join our team.Job DescriptionThis is an exciting opportunity for an experienced accounting professional to take on a challenging role in financial planning and analysis. As a key member of our team, you will be responsible for...


  • Vancouver, British Columbia, Canada The University of British Columbia Full time

    Senior Financial Analyst Role at The University of British ColumbiaWe are seeking a highly skilled Senior Financial Analyst to join our team at the Faculty of Applied Science, The University of British Columbia.About the PositionThis is a challenging opportunity for a seasoned financial professional to apply their expertise in financial and budgetary...


  • Vancouver, British Columbia, Canada Odlum Brown Limited Full time

    About Odlum Brown LimitedOdlum Brown Limited is a leading investment firm in Vancouver, British Columbia, with over 100 years of experience in providing personalized financial services to clients. As a team of experts, we are committed to helping our clients achieve their long-term financial goals.


  • Vancouver, British Columbia, Canada BlueShore Financial Full time

    About UsAt BlueShore Financial, we are a mid-sized Credit Union based in British Columbia with $7 billion in assets under administration and 390 employees. Our compelling and differentiated brand resonates with the West Coast community we serve.


  • Vancouver, British Columbia, Canada BC Hydro Full time

    At BC Hydro, we are committed to a sustainable future and reducing our carbon footprint. As a Senior Financial Sustainability Expert, you will play a key role in driving this vision forward.About the RoleWe are seeking an experienced financial professional to join our team as a Senior Financial Sustainability Expert. In this critical role, you will be...