Financial Planner

Odlum Brown Limited; Vancouver; On-site; CAD 100,000 - 110,000; Full time

Job summary

An established industry player is seeking a proactive Financial Planner to join their dynamic team in Vancouver. This role emphasizes building strong client relationships and requires expertise in financial planning and tax strategies. You will work alongside seasoned professionals, managing significant client assets while contributing to a culture of collaboration and respect. With a commitment to professional development and a competitive rewards package, this opportunity is perfect for those looking to make a meaningful impact in the financial sector. Join a firm that values its team and community!

Benefits

Flexible Work Options

Mentorship Programs

Professional Development Opportunities

Qualifications

• 5+ years of experience in financial planning and tax strategies.
• Strong business acumen and analytical mindset.

Responsibilities

• Conduct client interviews to analyze financial goals.
• Develop comprehensive financial projections using software tools.

Skills

Financial Planning

Tax Strategies

Client Relationship Management

Analytical Skills

Communication Skills

Education

CFP Designation

CA/CPA Designation

Tools

CRM Tools

Job description

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.

We are honoured to be nationally recognized as one of Canada’s Best Managed Companies and one of Canada’s Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team members, clients and communities.

CULTURE AND VALUES

Guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity and Community – we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.

PEOPLE

We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers – all with diverse backgrounds and experiences to share from around the globe. You will work with really interesting people and make great friends, too.

COMMUNITY

We are serious about supporting the communities where we live and work. A recipient of a Canada’s Volunteer Award from the Government of Canada, we are committed in heart and mind to everything we do in the community, and we work hard to inspire passion and fun while doing it.

PROFESSIONAL DEVELOPMENT

Continuous learning matters. We are committed to providing career-long support for learning and growth.

THE OPPORTUNITY

We are seeking a Financial Planner to join a highly successful six-person team in our Vancouver office.

WHAT YOU’LL DO

The ideal candidate is a proactive people person with expertise in financial planning and tax strategies who thrives on building strong long-term relationships.

The team includes two seasoned Portfolio Managers, two experienced Associate Portfolio Managers, and two Investment Assistants, managing over $1 Billion in client assets. This role will also report to the Vice President, Financial Planning on practice management as it relates to financial planning.

RESPONSIBILITIES

• Conduct telephone and in-person client interviews to collect and analyze information relevant to their financial goals
• Develop and review comprehensive financial projections tailored to client goals using leading software tools
• Interpret projections for clients and Portfolio Managers to support decision-making
• Support Portfolio Managers by addressing client queries related to tax strategies, estate planning, trusts, registered/non-registered accounts, pensions, and government benefits
• Provide insights on financial, tax, retirement, and estate planning strategies
• Identify tax minimization opportunities for clients while explaining complex concepts clearly
• Stay informed about policy developments impacting financial strategies
• Identify potential risks in client plans and propose insurance-based solutions (life/living benefits)

COMPETENCIES

• Advising and Coaching – Able to guide others in delivering impactful coaching or advice to internal or external stakeholders, develop innovative strategies for addressing complex stakeholder challenges and goals, influence stakeholder decision-making and growth through expert knowledge and coaching techniques
• Customer Relationship Management – Able to effectively manage and nurture a portfolio of client relationships, ensuring long-term satisfaction and retention, leverage CRM tools to analyze client data and deliver tailored, consistent service, identify trends and insights to anticipate client needs and drive relationship growth
• Financial Planning – Able to develop financial planning solutions, strategies and/or frameworks which enhance the overall caliber of financial planning organizationally, mentor others in creating impactful financial plans, contribute to organizational standards for financial planning and goal alignment
• Investment and Portfolio Management – Able to assist with basic investment tasks, research and support, assist with the proactive and effective management of client accounts and communication with clients, demonstrate awareness of fundamental investment principles and risk factors
• Modeling and Forecasting – Able to contribute to organization-wide efforts in financial modeling and forecasting, mentor others in using advanced forecasting tools effectively, establish best practices and frameworks for consistent and accurate forecasting
• Regulatory Knowledge – Able to interpret and apply complex regulations to organizational processes and practices, act as compliance lead for specific domains, projects or teams and recommend actions to mitigate regulatory or legal risk, evaluate and improve internal processes and practices to ensure ongoing legal and ethical compliance
• Risk Assessment – Able to independently lead assessment of risk for a given strategy, portfolio, project, initiative or course of action, develop proactive risk assessment approaches and implement tailored risk mitigation strategies, evaluate the effectiveness of responses to identified risks and recommend improvements

PROFESSIONAL QUALIFICATIONS

•CFP designation with at least 5 years of post-designation experience required

•CA/CPA designation preferred

•Additional qualifications (e.g., TEP) or experience with trusts/estates are assets

•Expertise in retirement and estate planning with strong business acumen

•Analytical mindset with excellent decision-making skills

•Exceptional communication skills; confident in building positive client relationships

•Proven ability to exceed client expectations in a professional services environment

•In-depth knowledge of personal finance and taxation, including private corporations/trusts

•Experience with personal trusts across the full life cycle is an asset

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; flexible work options; and a variety of professional development opportunities to expand your career. This role has an expected salary of $100,000 – $110,000/year, plus the potential for bonuses.

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 to by May 12, 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.