Financial Planner PCG

• 2300036

Job Summary

The Financial Planner will be part of an integrated process, at the Vancouver Cathedral Branch, that is dedicated to serving our clients with a higher level of service. This position is ideal for someone looking for a long term career where they can utilize their planning skills for the benefit of the clients we serve on behalf of an expanding client base.

Essential Duties and Responsibilities

• Prepare both simple projections and comprehensive financial plans;
• Include tax recommendations – i.e. CPP/OAS payments, advice on RIF conversions, tax rates, corporate details, etc.;
• Liaise with our complimentary departments (tax, insurance, trust) and make note of any estate‐related recommendations/to‐do’s;
• Fulfill a client facing role in presenting and updating financial plans and progress reports;
• Assist with cash flow projection & tax analysis;
• Help with insurance, financial and estate planning if you have experience and knowledge (if not this would be an area of growth); and
• Assist with cash flow projection analysis and tax package preparation.

Knowledge, Skills, and Abilities

Knowledge of

• Principles of financial planning as covered in the CFP coursework; and
• Naviplan and Snap software is an asset.

Skill in

• Microsoft Office with a willingness and ability to learn new applications;
• Organization, multi-tasking, and prioritizing; and
• Problem solving with to exercise sound judgement.

Ability to

• Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
• Demonstrate a professional manner to establish and maintain effective working relationships at all levels of the organization;
• Demonstrate excellent work commitment and willingness to accept additional responsibilities;
• Work independently as well as collaboratively within a team environment;
• Manage high volumes of work while maintaining accuracy;
• Exercise tact and discretion in the handling of confidential information; and
• Communicate proficiently in French is an asset.

Educational/Previous Experience Requirements

• An accounting designation or other relevant experience/education is an asset; and
• Practical experience in higher level planning, i.e. the integration of closely held corporations, trust, and/or cross border.

Licenses/Certifications

• Certified Financial Planner (CFP®) designation (or near completion) is an absolute must.

Depending on eligibility, we offer:

• Competitive Wages
• Health Benefits Program including Life Insurance and Disability from start date
• RRSP Matching Program from start date
• Employee Stock Purchase Plan
• Paid Time Off & Other Time Off such as Volunteer Day
• Discretionary Bonuses
• Tuition Reimbursement Program
• Top Up Plan
• Employee Investment Accounts
• Flexible Work Styles