Senior Financial Strategist, Tax Planning Expert
2 days ago
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 office. As a key member of our team, you will be responsible for working closely with Investment Advisors and their clients to provide personalized financial planning and tax advisory services.
The ideal candidate will have a strong background in finance and taxation, with excellent communication and interpersonal skills. You will be comfortable working in a fast-paced environment and will be able to analyze complex financial data to identify opportunities for tax minimization and planning.
Your primary responsibilities will include:
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