Assistant financial Jobs in Burnaby, BC

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

PROFESSIONAL QUALIFICATIONS

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 [email protected] by March 31, 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.