Strategic Financial Planner and Tax Consultant
1 week ago
About Us
Odlum Brown Limited is a highly respected investment firm with over 100 years of experience in helping clients achieve their financial goals. As an independent, full-service firm wholly owned by its team members, we continue to lead the financial community in BC.
We are proud to be recognized as one of Canada's Best Managed Companies and Most Admired Corporate Cultures. Our core values of Clients First, People, Accountability, Independence, Integrity, and Community guide our vibrant culture built over the years.
Our Team
We have a six-person team in our Vancouver office consisting of experienced Portfolio Managers, an Investment Associate, and two Investment Assistants. Together, they focus on conservative, long-term investing under a discretionary managed-account format, managing approximately $1 billion in assets.
The Ideal Candidate
We are seeking a skilled Financial and Tax Planner who takes pride in helping clients navigate financial complexities while incorporating tax strategies. You will work collaboratively within a results-driven team to collect and analyze client information, prepare financial projections using leading software, and provide insight on clients' financial, tax, retirement, and estate planning goals.
Your Key Responsibilities
- Provide information to Investment Advisors and clients on various 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.
- 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, estates, pensions, and government benefits.
What We Offer
We offer a competitive salary range of $90,000 - $120,000 per year, based on experience. In addition to your salary, you can expect flexible work options, a diverse and driven team, and a genuine care for one another's contributions.
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