Financial Planning Associate

Baker Tilly; Vancouver; Hybrid; CAD 70,000 - 80,000; Full time

Job summary

A leading financial services firm in Vancouver is seeking a Financial Planner to provide comprehensive planning services. The role involves developing customized strategies for clients, monitoring progress, and staying updated on financial trends. Ideal candidates will have a Bachelor's in finance or related field, possess a CFP or QAFP designation, and demonstrate strong communication skills. The firm offers a competitive salary, hybrid work schedule, and a comprehensive benefits package including health care, bonuses, and professional development opportunities.

Benefits

Career Growth opportunities

Competitive total compensation package

Health and wellness spending account

Vacation (3 weeks per year)

Continuing Professional Development courses

A fully stocked kitchen with snacks

Social events throughout the year

Qualifications

• Expertise in financial planning and investment strategies.
• Strong knowledge of tax strategies and risk management.
• Detail-oriented and capable of multitasking effectively.

Responsibilities

• Provide comprehensive financial planning services to clients.
• Develop tailored strategies to meet clients' financial goals.
• Monitor client progress to ensure continued success.

Skills

Financial planning expertise

Investment strategies

Communication skills

Data analysis

Education

Bachelor's degree in finance, Accounting, Economics, or related field

CFP designation preferred or QAFP designation

Tools

Financial planning software

Job description

Your role

Responsible for providing comprehensive financial planning services to clients.

• Includes investment planning, risk management, tax strategies, and retirement planning
• Work closely with clients to understand their financial goals
• Develop tailored strategies to meet those goals
• Monitor client progress over time to ensure continued success
• Maintain up-to-date knowledge of financial trends and regulations

What you bring to the table

• Expertise in financial planning, investment strategies, and retirement planning
• Knowledge of tax strategies, risk management, and wealth preservation
• Strong communication, client relationship management, and interpersonal skills
• Ability to analyze financial data and present actionable recommendations
• Proficiency with financial planning software and tools
• Bachelor's degree in finance, Accounting, Economics, or a related field
• CFP designation preferred, working towards CFP, or at minimum has a QAFP designation (at minimum)
• Knowledge of Canadian financial regulations and compliance standards
• Detail-oriented, organized, and capable of multitasking effectively
• Commitment to ongoing professional development and staying updated on industry trends

What's in it for you

• Career Growth opportunities
• Competitive total compensation package including extended health care, dental and group life benefits
• Family Benefits - parental leave top-up program for new parents
• Matching RRSP plan
• Annual bonus program
• Health and wellness spending account.
• Vacation (3 weeks per year)
• Continuing Professional Development courses are provided as well as numerous informal training and development opportunities. The Firm will also reimburse you for approved professional development fees and membership dues
• An open-door culture promoting interaction with all staff levels, including partners
• A fully stocked kitchen with breakfast foods, healthy snacks, and treats during tax season, plus coffee, tea, and drinks throughout the year
• A smart casual dress code (client/day specific)
• Client referral, employee referral, and vehicle purchase incentives
• Many entertaining social events throughout the year

Where you'll work

Vancouver, BC

Your schedule

Monday to Friday - Hybrid

Salary range

$70,000 - $80,000 per year

Total Rewards

Baker Tilly is fair and competitive when it comes to rewarding our people. We regularly benchmark across a variety of positions, industries, sectors and levels. Our total rewards philosophy is rooted in recognizing people's unique contributions and rewarding the value that they deliver. Along with a competitive base salary we offer comprehensive benefits and perks, performance bonuses and flexible hybrid work. For more information on our Total Rewards clickhere!

Position Status

This job posting is for a newly created role within our organization. This position has been established to support our growth, and we are excited to welcome a new team member to help us achieve our goals.

Baker Tilly is an equal opportunity employer and does not discriminate in employment on the basis of race, colour, religion, sex (including gender identity), national origin, political affiliation, parental status, marital status, sexual orientation, disability, age, or other non-merit factors. Baker Tilly is dedicated to fostering, supporting and celebrating a diverse workplace. Accommodation is available to all applicants upon request throughout our recruitment and selection process. We will work with all applicants to accommodate their accessibility needs.

Baker Tilly WM LLP is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Limited. All members of Baker Tilly Canada Cooperative and Baker Tilly International Limited are separate and independent legal entities.

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