Vancouver Bc Wealth planner Jobs – 31 Openings This Week

Senior Associate, Family Office Services
MNP —Vancouver, BC
- $135,000–$165,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
High Net Worth Planner
TD Bank —Vancouver, BC
- $115,600–$163,200 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Finance
- Paid time off
Account Manager I/II - Shaughnessy Station
Vancouver City Savings Credit Union —Port Coquitlam, BC
- $32.42–$40.85 an hour
- Customer service
- Finance
- High school diploma or GED
- Designated paid holidays
- Dental care
1d
Financial Planning Analyst
Royal Bank of Canada —Vancouver, BC
- $50,000–$85,000 a year
- Full-time
- Bilingual
- Microsoft Word
- Microsoft Excel
Financial Planning Consultant
CIBC —Burnaby, BC
- $50,000 a year
- Full-time
- Sales
- Presentation skills
- In-person
Financial Planning Specialist
Royal Bank of Canada —Vancouver, BC
- Full-time
- Microsoft Office
- Analysis skills
- Communication skills

More jobs to discover

Find similar jobs that you might be interested in.

High Net Worth Planner
TD Bank —Vancouver, BC
Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement…
$115,600–$163,200 a year
Senior Associate, Family Office Services
MNP —Vancouver, BC
You will be rewarded with generous base pay, vacation time, 4 paid personal days, a group pension plan with 4% matching, voluntary savings products, bonus…
$135,000–$165,000 a year

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Advisor, Investment & Retirement Planning - Lindsay, Ontario
Scotiabank —Lindsay, ON
Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
Financial Advisor, Investment & Retirement Planning Associate - Steeles & 404, Thornhill, Ontario
Scotiabank —Thornhill, ON
Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.

Show more jobs in cities nearby

I want to receive the latest job alerts for wealth planner in vancouver bc

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth planner jobs near vancouver bc

Senior Associate, Family Office Services

MNP -
Vancouver, BC

Apply Now

Job details

Permanent
$135,000–$165,000 a year

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Analysis skills
CFP
Accounting
Communication skills
Time management

Full job description

Make an impact with our Family Office Services team as a Senior Associate. The MNP Family Office Services team is a multi-disciplinary team of professionals that works with clients to help them understand the evolution of their wealth and determine the right strategies to achieve their objectives. As a Senior Associate, you’ll be devising, building out, and presenting financial planning strategies and analysis for high net worth and ultra-high net worth families, business owners, and professionals.

MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our talented team members transcend obstacles into opportunities and are successfully transforming mid-market business practices.

Responsibilities

Preparation and presentation of financial plans and strategies for High net worth (HNW) clients with support from Analysts and Associates
Working with professionals across service lines to communicate relevant information and deliver reports as required
Supporting process improvement initiatives and ensuring deliverables, templates, and processes are kept up to date

Skills and Experience

Holds CFP® (Certified Financial Planner) credential
5-10+ years of experience providing financial planning to business owner clients in a role that involves one or more of the below:
- Using financial planning software (e.g. Naviplan, WealthPath, Conquest or equivalent) to create financial plans that were expected to be presented to clients by you or other team members.
- Meeting with clients to deliver financial planning advice
- Knowledge of financial products and services such as life insurance or mutual funds.
- Accounting-related work experience
Strong proficiency in Microsoft Excel, Microsoft PowerPoint, and Microsoft Word.
Strong written and verbal communication skills
Strong quantitative and analytical skills
Meticulous attention to detail and a willingness to work independently
Strong time management skills and able to work across multiple projects simultaneously

MyRewards@MNP

With a focus on high-potential earnings, MNP is proud to offer customized rewards that support our unique culture and a balanced lifestyle to thrive at work and outside of the office. You will be rewarded with generous base pay, vacation time, 4 paid personal days, a group pension plan with 4% matching, voluntary savings products, bonus programs, flexible benefits, mental health resources, exclusive access to perks and discounts, professional development assistance, MNP University, a flexible ‘Dress For Your Day’ environment, firm sponsored social events and more!

The annual salary range for this position is: CA$135,000 - $165,000. Compensation is determined based on individual skills and relevant experience.

Diversity@MNP

We embrace diversity as a core value and celebrate our differences. We believe each team member contributes unique gifts and amplifying their potential makes our business stronger. We encourage people with disabilities to apply!

Future/Current Opportunity: Current

Apply Now

Refine Your Search

wealth planner jobs in vancouver bc

Senior Associate, Family Office Services

High Net Worth Planner

Account Manager I/II - Shaughnessy Station

Financial Planning Analyst

Financial Planning Consultant

Financial Planning Specialist

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alerts for wealth planner in vancouver bc

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected