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Financial and Tax Planner
2 weeks ago
WHO WE ARE
Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC's most respected investment firms.
THE OPPORTUNITY
We have an opportunity for a Financial and Tax Planner to join our award-winning firm in in our Vancouver office.
WHAT YOU'LL DO
As a Financial and Tax Planner, you will be part of a highly successful, results-oriented eight-person team. You will work in a collaborative environment with existing clients to collect and analyze information pertinent to their financial and tax goals. This includes the preparation and review of financial projections using leading software and advising clients on financial, retirement and estate planning goals.
You will be responsible for providing information to the team's Portfolio Managers and their clients on a variety of personal finance-related queries and corporate tax strategies. You will also liaise and be supported by our centralized Financial Planning team on practice management and participate as a member of our Community of Planners.
The ideal candidate is a proactive and engaged people person who takes pride in helping clients navigate the complexities of financial and tax planning. They have a strategic mindset, attention to detail, and strives to be the gold standard in client service excellence, with a passion and proven history of forming bonds and working with clients and business families.
This role requires the successful candidate to work onsite in the office five days per week.
RESPONSIBILITIES
- Collect and analyze information pertinent to clients' financial goals
- Offer insight on clients' financial, tax, retirement and estate planning goals
- Prepare and review financial projections using leading software
- Review and interpret financial projections with clients and Portfolio Managers
- Identify potential tax minimization and planning opportunities for clients
- Explain rules and concepts to clients relating to personal, corporate, and trust income tax, registered and non-registered accounts, trusts and estates, pensions and government benefits
COMPETENCIES
- Advising and Coaching – Use knowledge and relationships to assess the needs of internal or external stakeholders, come up with recommendations, and provide coaching or advice that helps them solve challenges, grow and/or reach their goals
- Customer Relationship Management – Build, manage, and nurture client relationships, leveraging CRM tools to track interactions, understand client needs, and deliver consistent service
- Financial Planning – Develop comprehensive financial strategies or recommend products that align resources or assets with clients' long-term goals, balancing income, investments, savings, and expenditures
- Process Improvement and Documentation – Uncover, understand, document, optimize and communicate processes to make them more efficient, effective, and consistent
- Modelling and Forecasting – Envision, build, maintain, update and share financial models and forecasting tools that can project or extrapolate data trends to inform business decision making, planning and strategy
- Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firm
- Risk Assessment – Identify, analyze, and evaluate risks to make decisions and take actions that manage their likelihood and impact on achieving our objectives for the benefit of our clients, firm, and communities
KNOWLEDGE AND EXPERIENCE
- Professional accounting designation (CPA) and a minimum of five years' post-designation tax experience required
- Certified Financial Planner (CFP) designation preferred, or required within two years of hire date
- Completion of the CPA In-Depth tax program is an asset
- Strong business acumen, judgment and savvy; excellent analytical and decision-making skills
- Superior written and verbal communication skills
- Self-motivated with a clear vision of what is required to be part of a high-performance team
- A team player with a proven track record of building trusting and productive relationships with colleagues and clients alike
WHAT WE OFFER
A culture of openness, collaboration and respect is foundational to our firm. We are a diverse, driven group of individuals who genuinely care about one another and encourage and appreciate each other's contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; and a variety of professional development opportunities to expand your career. This role has an expected salary and commission range of $125,000 – $150,000/year, plus the potential for bonuses. Please note salary and commission range can be adjusted for experience levels.
Our team is growing, and we've got room for one more if you're interested. If this sounds like the environment you'd like to work in and you have the credentials and experience for this role, we invite you to submit a cover letter and resume by December 5, 2025.
Candidates must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of employment.
We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match what's needed to be successful in this role.
