Financial Planning Associate

2 weeks ago

Vancouver, Canada Harbourfront Wealth Management Inc. Full time

If you’re an ambitious, detail-oriented individual with a passion for growth and ready to take the next step in your career, we want you on our team.

**About Oakwater Wealth Counsel**

**Oakwater Wealth Counsel** is an award-winning private wealth management practice that works closely with families to deliver expert guidance in areas such as tax strategy, portfolio construction, cash flow management, retirement, estate planning, and philanthropy. What sets our team apart is a commitment to challenging the status quo and thinking beyond traditional industry models to make a meaningful impact in the lives of our clients.

As a proud partner of **Harbourfront Wealth Management**, a dynamic, employee-owned CIRO-registered firm, we benefit from the strength and flexibility of a leading platform that supports independent, client-focused advice. This partnership allows us to offer truly customized financial services and holistic wealth management solutions tailored for high-net-worth individuals.

At our core, we believe that **great people build great companies**, and that philosophy drives everything we do.

**Depending on experience and knowledge, the core responsibilities of the role will be, but not limited to**
- Develop and maintain comprehensive personal financial plans using NaviPlan or similar planning software.
- Support and enhance client relationships by liaising directly with clients, responding to inquiries, and proactively resolving issues.
- Prepare regular client reporting (monthly, quarterly, annual), draft correspondence, and take ownership of assigned projects.
- Manage incoming and outgoing client communications, ensuring timely and accurate responses to requests for information.
- Perform additional duties and contribute to team initiatives as required.
- Minimum of 2-years investment industry experience.
- Must have above average skills on financial planning software.
- Insurance License would be considered an asset.
- Completion of the Canadian Securities Course and the Conduct and Practices Handbook is an asset.
- Holding the Certified Financial Planner (CFP) or similar designation would be an asset.
- Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint & Outlook.
- Excellent verbal and written communication skills.
- Ability to learn quickly and identify opportunities to add value.
- Strong organizational skills.
- Meticulous attention to detail.
- Superior customer service skills.
- Ability to prioritize, multitask, work within time constraints and follow-up.
- Ability to work in a team environment and demonstrate a professional and friendly manner.

**Salary Range**: $60,000- $80,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity)**.**
- Actual title offered will be commensurate with experience, licensing and registration categories._

Pay: $60,000.00-$80,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- Paid time off
- Vision care

Work Location: In person

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