Financial Planner

Talent Edge • Abbotsford, BC

2h • CA$90,000 - CA$115,000 • Onsite

About The Position

This role is for an experienced CFP® professional who enjoys deep technical planning work and meaningful client relationships. The practice has a substantial waitlist for fee-for-service financial planning engagements and is seeking another planner to help meet growing demand. This role combines building and delivering customized fee-for-service financial plans and supporting a select group of existing ongoing wealth-management clients. This is not a prospecting, sales, or business development role; clients and planning work already exist. The planner will work closely with the planning team to review client financial information, develop retirement-income and tax strategies, prepare planning recommendations, participate in client meetings, coordinate with accountants and lawyers, and help clients implement advice. The opportunity is based in Abbotsford, British Columbia, and follows an in-office work model.

Requirements

• CFP® designation
• Current investment licensing
• 5+ years of relevant financial-planning experience
• Strong retirement-income and decumulation planning expertise
• Ability to analyze personal tax returns and owner-managed corporate situations
• Experience using modern financial-planning software
• Excellent written, verbal, and virtual client communication skills

Nice To Haves

• Experience with Snap Projections
• Tax education or tax-preparation experience
• CPA, CFA, CIM, TEP, or other technical designations
• Proactively noticing issues, taking ownership, and beginning to develop solutions before being asked

Responsibilities

• Building and delivering customized fee-for-service financial plans
• Supporting a select group of existing ongoing wealth-management clients
• Reviewing client financial information
• Developing retirement-income and tax strategies
• Preparing planning recommendations
• Participating in client meetings
• Coordinating with accountants and lawyers
• Helping clients implement advice in a practical and understandable way

Benefits

• Health and dental coverage
• Disability and life insurance
• Paid vacation
• Paid sick days
• Profit sharing
• Learning & development opportunities
• On-site parking

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed