Tax and Estate Planner

The Financial Planning team operates through Odlum Brown Financial Services Limited a wholly owned subsidiary of Odlum Brown Limited (Odlum Brown) providing financial planning retirement tax and estate planning and insurance products exclusively to Odlum Brown OPPORTUNITYWe have an opportunity for a Tax and Estate Planner to join our award-winning firm in our Vancouver YOULL DOReporting to the Vice President of Financial Planning you will work in a collaborative team environment to advise clients and Investment Advisors on a variety of tax estate and personal finance-related queries and strategies. This includes the review and presentation of financial projections using leading software and advising clients on financial retirement and estate planning ideal candidate is a proactive and engaged people person who takes pride in helping clients navigate the complexities of financial tax and estate planning. They have a strategic mindset attention to detail and strives to be the gold standard in client service excellence with a passion and proven history of forming bonds and working with clients and business role requires the successful candidate to work onsite in the office for a minimum of four days per and analyze information pertinent to clients financial goalsOffer insight on clients financial tax retirement and estate planning goalsPrepare and review financial projections using leading softwareReview and interpret financial projections with clients and Investment AdvisorsIdentify potential tax minimization and planning opportunities for clientsExplain rules and concepts to clients and Investment Advisors relating to personal corporate and trust income tax registered and non-registered accounts trusts and estates pensions and government benefitsDevelop timely tax and personal finance-related articles and bulletinsParticipate in the preparation and delivery of internal seminars and external presentationsCOMPETENCIESAdvising and Coaching Use knowledge and relationships to assess the needs of internal or external stakeholders come up with recommendations and provide coaching or advice that helps them solve challenges grow and/or reach their goalsCustomer Relationship Management Build manage and nurture client relationships leveraging CRM tools to track interactions understand client needs and deliver consistent serviceFinancial Planning Develop comprehensive financial strategies or recommend products that align resources or assets with clients long-term goals balancing income investments savings and expendituresProcess Improvement and Documentation Uncover understand document optimize and communicate processes to make them more efficient effective and consistentModelling and Forecasting Envision build maintain update and share financial models and forecasting tools that can project or extrapolate data trends to inform business decision making planning and strategyRegulatory Knowledge Understand and apply relevant laws regulations and standards to meet legal and ethical requirements and reduce risk for clients and the firmRisk Assessment Identify analyze and evaluate risks to make decisions and take actions that manage their likelihood and impact on achieving our objectives for the benefit of our clients firm and communitiesKNOWLEDGE AND EXPERIENCEProfessional accounting designation (CPA) and a minimum of five years post-designation tax experience requiredCertified Financial Planner (CFP) designation preferred and required within two years of start dateCompletion of the CPA In-Depth tax program would be an assetStrong business acumen judgment and savvy; excellent analytical and decision-making skillsSuperior written and verbal communication skillsSelf-motivated with a clear vision of what is required to be part of a high-performance teamA team player with a proven track record of building trusting and productive relationships with colleagues and clients alikeOther professional qualifications/designations relating to trusts and estates (TEP) and/or family enterprises (FEA) would be an assetWHAT WE OFFERA 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 others contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; and a variety of professional development opportunities to expand your career. This role has an expected salary and commission range of $125000 $150000/year plus the potential for team is growing and weve got room for one more if youre interested. If this sounds like the environment youd like to work in and you have the credentials and experience for this role we invite you to submit a cover letter and resume by February 17 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 are committed to creating an inclusive accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process please email us at 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 whats needed to be successful in this role.