Associate Financial Advisor

Branch name: 
Assante Vancouver Centre, an independent branch of Assante Financial Management Ltd.
Branch location: 
Downtown Vancouver, BC
Posting date: 
Dec 7, 2020
Application deadline: 
Jan 31, 2021
Contact: 
Lauren Abernethy

Job description

A highly professional, comprehensive financial planning practice is looking to bring on an associate financial advisor to work alongside two senior financial planners in servicing their business-owner clients.

This is a tremendous opportunity for a career-oriented person currently working in the accounting or finance industry to transition to a new career path in the financial planning world, joining a full-service financial planning practice.

The successful candidate will be mentored to help develop more advanced tax and financial advisory skills. The position will quickly become a client-facing role, as the person gets up to speed.

Note: hours can be flexible (in both quantity of hours and when time is worked during the day/week).

Responsibilities

  • Play an integral role as part of a team with the professional financial planners and administrators.
  • Research special projects related to tax, accounting, finance, legal, estate planning, debt management, alternative assets, etc.
  • Attend client meetings with financial planner, eventually conducting client meetings alone.
  • Engage clients on a regular basis by handling incoming and outgoing calls to provide client service.
  • Assist in the preparation of financial plans, portfolio and insurance reviews and tax planning.
  • Liaise and assist with our client’s professional advisors including lawyers, accountants, M&A advisors and other advisors.
  • Maintains a strong understanding of personal, private company and trust tax, industry regulations, policies & procedures, and compliance requirements. 
  • Help coordinate and attend client and business contact networking or industry events
  • Attend industry meetings or conferences

Qualifications

  • Minimum of three years of related work experience in finance/accounting or private enterprise tax
  • Current Mutual Fund Licensing
  • CFP or CPA designation would be an asset
  • Having started (or completed) the CPA Tax In-Depth course would be a significant asset (but is not required)

Skills and abilities

  • Some knowledge of personal, corporate and trust tax.
  • A highly-motivated individual and the willingness to learn through practical, technical and educational formats
  • High interest in career development and taking on more advisory responsibilities as the opportunity arises
  • Excellent client-facing skills with the ability to provide a high-quality client experience
  • Excellent analytic and problem-solving skills
  • Ability to obtain a high level of accuracy and a strong attention to detail
  • Team Oriented
  • Excellent computer skills
  • Strong inter-personal communication skills

Additional notes

Please apply with your current resume to: labernethy@assante.com

We thank all applicants for their interest; however only those selected for an interview will be contacted.