Associate, Financial Planning

The Consumer Goods Forum; Vancouver; On-site; CAD 80,000 - 100,000; Full time

Benefits offered by this job

Dynamic Team

Career Growth

Competitive Rewards

Advancement Opportunities

Job summary

Canaccord Genuity in Vancouver seeks a full-time Financial Planner and Tax Specialist to join Lori Pinkowski’s team in our downtown office.

You will deliver personalized financial plans, advise on tax and estate strategies, and maintain strong client relationships while contributing to media and marketing projects. A CFP and industry experience are required, with opportunities for growth and professional development.

Qualifications

• Completion of the CFP designation required.
• Three years of relevant experience in all aspects of financial and/or tax planning.
• Experience with planning software: Conquest is a major asset.
• Experience with planning software: NaviPlan is an asset.
• Excellent verbal and written communication skills with strong presentation skills.
• Investment industry knowledge required.
• CPA designation is an asset.
• Insurance industry knowledge or license (LLQP certification) is an asset.
• Strong knowledge of Microsoft Office (Word, Excel, PowerPoint).
• Ability to work effectively independently and in team environments.

Responsibilities

• Conduct meetings to learn about clients and their financial situation.
• Present comprehensive financial plans to clients (Conquest).
• Provide recommendations for financial, investment, retirement, tax and estate planning.
• Personalize plans addressing affluent clients' challenges (RRSP, wealth transition, etc.).
• Analyze clients' tax situations to provide RRSP/RRIF withdrawal strategies.
• Maintain client relationships via meetings, calls, emails.
• Prepare personal and corporate tax packages for clients.
• Participate in media and marketing projects on financial planning.

Skills

Communication skills

Investment knowledge

Presentations

Team work

Education

CFP designation

CPA designation (asset)

LLQP certification (asset)

Tools

Conquest

NaviPlan

Job description

Salary Range: $80,000 - $100,000

Summary:

Are you looking to grow your career in the investment industry and be a part of a dynamic and exciting team environment? We are looking for candidates that can add value to our clients through their expertise, hard work and dedication. Lori Pinkowski, one of the top Portfolio Managers at Canaccord Genuity and a well-known financial expert in the media, is seeking a full-time Financial Planner and Tax Specialist to join her team and work in our downtown Vancouver office.

Canaccord is a full-service financial services firm and has been driven by an unwavering commitment to building lasting client relationships. As an integral member of the Pinkowski Wealth Management team, the role of the Financial Planner and Tax Specialist is to provide the highest level of service and retirement advice directly to our clients. We believe that a financial plan is vital for individuals to achieve long term investment success. You have the ability to grow and gain knowledge within our team and we strongly encourage developing your skills to better serve our clients, advance your career, and stay at the forefront of the ever-evolving financial landscape.

Responsibilities:

• Conducting meetings to learn more about clients, and their family's overall financial situation so that you can prepare a personalized financial plan;
• Present comprehensive financial plans directly to clients (using Conquest software);
• Provide recommendations to address client specific needs or concerns in the areas of financial, investment, retirement, risk management, tax and estate planning;
• Personalize each financial plan to provide expert knowledge around challenges affecting affluent clients, such as: RRSP contributions, income projections, transition of wealth discussions, various corporate structures, employee stock options, charitable giving, etc.;
• Analyze clients unique tax situations to provide strategies such as: RRSP & RRIF withdrawals;
• Build and maintain strong client relationships through ongoing communication, including client meetings, phone calls, emails, and addressing day-to-day client inquiries;
• Prepare personal and corporate tax packages for clients;
• Participate in media and marketing driven projects about financial planning and investing.

Skills & Qualifications:

• Completion of the Certified Financial Planner (CFP) designation required;
• Three years of relevant experience in all aspects of financial and/or tax planning;
• Experience with planning software: Conquest is a major asset;
• Experience with planning software: NaviPlan is an asset;
• Excellent verbal and written communication skills with strong presentation skills;
• Investment industry knowledge required;
• CPA designation is an asset;
• Insurance industry knowledge or license (LLQP certification) is an asset;
• Strong knowledge of Microsoft Office (Word, Excel, PowerPoint);
• Ability to work effectively independently and in team environments.

Benefits of working with Pinkowski Wealth Management:

• Dynamic Team: Collaborate in a fast-paced, innovative environment;
• Career Growth: Continuing education support and mentorship opportunities;
• Competitive Rewards: Attractive salary, benefits, and CG stock sharing options;
• Advancement Opportunities: Clear paths for internal growth and development.

To learn more about the team and Canaccord Genuity, visit www.pinkowski.ca

#LI-SK1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.