Financial Planner
4 days ago
Financial Planner
Vancouver, BC (In‑person) Salary: CA$80,000 – CA$100,000+ per year (commensurate with experience, plus bonuses)
About Us
We are an independent financial planning practice expanding quickly to meet the growing needs of our clients. Our focus is on comprehensive wealth management, with a strong emphasis on estate planning and tax planning. Over the past decade, our practice has doubled in size every five years, and we are building a team to continue this growth trajectory.
Why Join Us
- Collaborative Growth: Work alongside experienced planners in a supportive environment that values both professional excellence and personal well‑being.
- Rapid Expansion: Be part of a firm that is scaling quickly and creating new opportunities for career growth.
- Independent but Supported: Enjoy the entrepreneurial freedom of working in an independent practice, while benefiting from the resources and structure of a growing firm.
- Future Ownership: After 5 years, you'll have the opportunity to become a partner and partial owner, giving you a stake in the success you help build.
- Steady Stream of Prospective Clients: You don't need to find your own clients — we provide a consistent flow of new client opportunities every week, so you can focus on planning and building lasting relationships.
Responsibilities
- Deliver holistic financial planning services, including retirement, estate, and tax planning
- Build and maintain strong client relationships through trust and professionalism
- Collaborate with our team to develop tailored wealth management strategies
- Stay current with industry regulations, tax law changes, and estate planning best practices
Qualifications
- 3–5 years of financial planning/advisory experience
- CFP or QAFP designation (or in progress)
- Strong knowledge of estate and tax planning strategies
- Entrepreneurial mindset with a client‑first approach
- Ability to commute or relocate to Vancouver, BC
Compensation & Benefits
- Competitive salary: CA$80,000 – CA$100,000+ per year, plus performance bonuses
- Extended health benefits
- One‑on‑one mentorship and professional development support
- Clear path to partnership and practice ownership
Job Types: Full-time, Permanent
Pay: $80,000.00-$100,000.00 per year
Benefits:
- Dental care
- Extended health care
Work Location: In person
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