Salary Range: $80,000 - $100,000
Who we are:
Are you looking to grow your career in the investment industry and be a part of a dynamic and exciting team environment? We are looking for candidates that can add value to our clients through their expertise, hard work and dedication. Lori Pinkowski, one of the top Portfolio Managers at Canaccord Genuity and a well-known financial expert in the media, is seeking a full-time Financial Planner and Tax Specialist to join her team and work in our new downtown Vancouver office.
Canaccord is a full-service financial services firm and has been driven by an unwavering commitment to building lasting client relationships. As an integral member of the Pinkowski Wealth Management team, the role of the Financial Planner and Tax Specialist is to provide the highest level of service and retirement advice directly to our clients. We believe that a financial plan is vital for individuals to achieve long term investment success. You have the ability to grow and gain knowledge within our team and we strongly encourage developing your skills to better serve our clients, advance your career, and stay at the forefront of the ever-evolving financial landscape (this is a non-sales role).
To learn more about the team and Canaccord Genuity, visit www.pinkowski.ca
Please email [email protected] a copy of your resume for review.
Responsibilities:
- Conducting meetings to learn more about clients, and their family’s overall financial situation so that you can prepare a personalized financial plan;
- Present comprehensive financial plans directly to clients (using Conquest software);
- Provide recommendations to address client specific needs or concerns in the areas of financial, investment, retirement, risk management, tax and estate planning;
- Personalize each financial plan to provide expert knowledge around challenges affecting affluent clients, such as: RRSP contributions, income projections, transition of wealth discussions, various corporate structures, employee stock options, charitable giving, etc.;
- Participate in media and marketing driven projects about financial planning;
- Analyze clients unique tax situations to provide strategies such as: RRSP & RRIF withdrawals;
- Prepare personal and corporate tax packages for clients;
- Maintain ongoing relationships with clients in a team context.
Skills & Qualifications:
- Completion of the Certified Financial Planner (CFP) designation required;
- Three years of relevant experience in all aspects of financial and/or tax planning;
- Excellent verbal and written communication skills with strong presentation skills;
- Investment industry knowledge required;
- CPA designation is an asset;
- Insurance industry knowledge or license (LLQP certification) is an asset;
- Strong knowledge of Microsoft Office (Word, Excel, PowerPoint);
- Experience with planning software: Conquest is an asset;
- Experience with planning software: NaviPlan is an asset;
- Ability to work effectively independently and in team environments.
Benefits of working with Pinkowski Wealth Management:
- Dynamic Team: Collaborate in a fast-paced, innovative environment;
- Career Growth: Continuing education support and mentorship opportunities;
- Competitive Rewards: Attractive salary, benefits, and CG stock sharing options;
- Advancement Opportunities: Clear paths for internal growth and development.
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All applications will be held in strict confidence.
In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.
