Expert Financial Planning Advisor
4 days ago
Odlum 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 Summary
We are seeking an experienced Expert Financial Planning Advisor – Taxation Specialist to join our highly successful team in Vancouver. As a member of our six-person team, you will be responsible for providing expert financial planning advice to clients, focusing on conservative, long-term investing under a discretionary managed-account format.
Key Responsibilities
* Provide detailed financial projections using leading software
* Offer insight on clients' financial, tax, retirement, and estate planning goals
* Collaborate with Investment Advisors to provide information on tax, estate, and personal finance-related queries and strategies
* Report to the Vice President on practice management related to financial planning
* Interview clients to obtain necessary information for financial projections
Requirements
* Professional accounting designation (CPA) preferred
* Experience with tax and financial planning strategies required
* In-depth knowledge of personal finance and taxation, including private corporation and trust structures
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
* Ability to work effectively in a team environment
Benefits
* Competitive salary range: $120,000 - $150,000 per annum
* Flexible work options
* Opportunity to work with a diverse and driven group of professionals
About Odlum Brown Limited
Odlum Brown Limited is a nationally recognized company, awarded Canada's Best Managed Companies and Canada's Most AdmiredTM Corporate Cultures. We pride ourselves on our vibrant culture, built on a foundation of core values that foster a collaborative and supportive work environment.
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