Job description
A financial planning practice is looking to hire a financial planner to service their clients. This is a tremendous opportunity for a career-oriented individual in the financial services industry who is looking to join a full-service financial practice. The successful candidate will assume a client facing role and be responsible for a portfolio of clients. This is a full-time position with a competitive compensation and benefits package. The job opening is available immediately.
Duties and Responsibilities
- Play an integral role as part of a team with the senior financial planner and administrator
- Attend client and prospect meetings with Sr. Financial Planner and independently
- Take detailed notes at client meetings
- Assist in the preparation of financial plans, portfolio and insurance reviews and tax preparation
- Preparation of excel spreadsheets as required to illustrate various financial concepts;
- Provide back up for form preparation, statement requests and other administrative requirements as required;
- Serve as a support to the Administrator for form preparation, statement requests and other administrative requirements
- Liaise with our client’s professional advisors including lawyers, accountants and banker;
- Participate in tax season through assisting in the input of tax returns;
- Research various topics such as tax or financial planning as required;
- Maintains a strong understanding of industry regulations, policies & procedures, and compliance requirements. Keeps the team prepared for upcoming changes.
Other Responsibilities (not limited)
- Help organize data, information and files in Team Manuals and CRM;
- Learn and champion technology and processes in the practice;
- Work with the team in systematizing processes and adoption of changes;
- General admin duties.
Experience and Qualifications
- Minimum of three years of related work experience in financial services;
- Preference given to someone who worked in a similar role of client servicing and financial planning;
- Experience or familiarity with basic accounting and/or tax preparation is an asset;
- Working knowledge of investment and insurance products.
Skills and Abilities
- Client service focus - great demeanor, go above and beyond, building long-lasting relationships;
- A highly-motivated individual and the willingness to learn through practical, technical and educational formats;
- Excellent client-facing skills with the ability provide a high-quality client experience;
- High interest in career development and taking on more advisory responsibilities as the opportunity arises;
- Strong multitasking skills with the ability to prioritize high urgency/sensitive items;
- Proactive in nature – looking to take anything and everything off of planner’s desk to free them up;
- Excellent analytic and problem-solving skills;
- Strong multitasking skills with the ability to prioritize high urgency/sensitive items;
- Ability to maintain a high level of accuracy and a strong attention to detail;
- Team oriented – Helpful, encouraging and supportive personality;
- Strong computer and technical skills in a Windows/PC environment;
- Highly proficient in Word, Excel, Outlook and SalesForce.
Education/training
- Post-secondary education, preferably in finance;
- Financial Planning designation (CFP, RFP, PFP, CIM) successfully completed or in progress;
- CSC completed or in progress;
- BC Life Insurance license desirable.
Perks and Benefits
- Hybrid work environment
- Health benefit plan
- Gym membership
- Positive culture in a modern office downtown
Please submit a resume and cover letter. Thank you to all those that apply. Unfortunately, we will not be able to reach out to all applicants and will only be in contact with those that meet all the requirements of this position.
Job Type: Full-time
Salary: $70,000.00-$80,000.00 per year
Benefits:
- Company events
- Dental care
- Extended health care
- Flexible schedule
- Life insurance
- On-site gym
- Paid time off
- Vision care
- Work from home
Flexible Language Requirement:
Schedule:
Supplemental pay types:
Work Location: Hybrid remote in Vancouver, BC V6B 4N8
