Abbotsford, Bc Financial planning Jobs – 83 Openings This Week

Practice Manager
Grant Strachan & Associates Private Wealth Management —Abbotsford, BC
- $50,000–$55,000 a year
- Temporary
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
- Paid time off
Quick apply
4h
Controller
Pacific Coast Fruit Products Ltd. —Abbotsford, BC
- From $130,000 a year
- Full-time
- Microsoft Excel
- Inventory management
- ERP systems
- Dental care
- Employee assistance program
Quick apply
Tax Advisor & Preparer
Farm Business Consultants —Abbotsford, BC
- $55,000–$100,000 a year
- Full-time
- Accounting
- In-person
- Communication skills
Operations Forester/Planner
Western Forest Products —British Columbia
- $87,000–$125,000 a year
- Full-time
- Heavy equipment operation
- Construction experience
- In-person
- Relocation assistance
- Dental care
Operations Forester/Planner
Western Forest Products —British Columbia
- $87,000–$125,000 a year
- Full-time
- Heavy equipment operation
- Construction experience
- In-person
- Relocation assistance
- Dental care
Financial Planner
CI Assante Wealth Management Ltd —Abbotsford, BC
- $80,000–$120,000 a year
- Full-time
- English
- Accounting
- Financial services
- Profit sharing
- Disability insurance
Quick apply
10d
Senior Accountant
Escape Trailer Industries LP —Chilliwack, BC
- $65,000–$85,000 a year
- 8 hour shift
- Microsoft Excel
- ERP systems
- Accounting
Quick apply
Operations Field Planner
Western Forest Products —British Columbia
- $65,000–$80,000 a year
- Full-time
- In-person
- Communication skills
- Dental care
- Paid time off
Operations Field Planner
Western Forest Products —British Columbia
- $65,000–$80,000 a year
- Full-time
- In-person
- Communication skills
- Dental care
- Paid time off
Director of Finance & Administration (Chief Financial Officer – CFO equivalent)
Inclusion Chilliwack Society —Chilliwack, BC
- $140,000–$155,000 a year
- Full-time
- Hybrid work
- Finance
- Bachelor's
- Budgeting
- Wellness program
- Mileage reimbursement
Quick apply
6d
Equipment Service Support Rep - Harvesting Heads
Tigercat Industries —British Columbia
- Full-time
- Travel
- Organizational skills
- Computer skills
- Profit sharing
- Employee assistance program
Quick apply
8d
Automotive Sales Consultant Earn $120,000 - $200,000
Abbotsford Chrysler —Abbotsford, BC
- $120,000–$200,000 a year
- Full-time
- CRM software
- Sales
- Communication skills
- Dental care
- Employee assistance program
Quick apply
8d
Project Manager
Thyssen Mining Construction of Canada —British Columbia
- Communication skills
Quick apply
4d
District Manager
Pet Valu —British Columbia
- $80,000–$90,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Merchandising
- Dental care
Food & Beverage Manager ( Relocate to Port Hardy, B.C)
Kwalilas Hotel —British Columbia
- $68,000–$74,500 a year
- Weekends as needed
- Microsoft Word
- Bar
- Microsoft Excel
- Wellness program
Quick apply
Manager, Assurance
Impact Recruitment —British Columbia
- $95,000–$110,000 a year
- Hybrid work
- Communication skills
- Flexible schedule
Quick apply
Controller
Express Employment Professionals —Abbotsford, BC
- $95,000–$120,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- English
- Dental care
- Vision care
Quick apply
10d
Civil Project Manager
Infracon Construction Inc. —British Columbia
- $50–$56 an hour
- Full-time
- PMP
- Engineering
- Project management
Quick apply
Youth and Adult Services Manager, Lower Mainland
Milieu Children and Family Services —Langley, BC
- $70,720–$74,880 a year
- Temporary
- CPR Certification
- Management
- Administrative experience
- Dental care
- Paid time off
Quick apply
Sr. Director, Development & Acquisitions
Connective Support Society —British Columbia
- $135,000–$155,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Engineering
- Presentation skills
Quick apply

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financial planning jobs near abbotsford, bc

Practice Manager

Grant Strachan & Associates Private Wealth Management
Abbotsford, BC

Quick apply

Job details

Temporary | Full-time | Fixed term contract
$50,000–$55,000 a year
4 hours ago

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Bachelor's
Organizational skills
Financial services
Business

Full job description

About us

We are an Abbotsford-based wealth management practice serving physicians, medical specialists, and incorporated business owners across British Columbia. Our clients lead demanding professional lives — running clinics, managing practices, and building businesses — and they trust us to bring structure, precision, and care to their financial world. We coordinate closely with their accountants and lawyers, and we take pride in handling the details so our clients don't have to. Our services span corporate and personal tax planning, retirement planning, business succession, estate planning, investment management, philanthropy, and insurance solutions — delivered through a comprehensive and collaborative approach.

Position Summary

We are seeking a Licensed Assistant / Practice Manager to become the operational backbone of our practice. This is a senior role for a highly organized, detail-driven professional who will direct the day-to-day operations of our team, manage critical compliance workflows, and serve as the central point through which client service and practice priorities flow.

You will execute client trades, oversee KYC and account administration, client communication and ensure every commitment to our clients is met with precision. Over time, you will pursue your MFDA Dealing Representative licence and grow into an expanded client-facing role within the practice.

What Makes This Role Unique

Exposure to high-net-worth, complex financial planning for physicians, medical specialists, and business owners — a sophisticated client base with interesting, varied needs including:

Advanced tax strategies and optimization
Retirement projections and modeling
Estate and legacy planning

A clear, supported path to MFDA licensing, with the opportunity to take on direct client relationships as you grow into the role.

A long-term career opportunity within an established, growing practice, working closely and directly with the lead advisor.

Responsibilities

Provide oversight of administrative and business operations of a boutique financial planning practice including but not limited to the following:

Execute client trade requests daily with accuracy and within regulatory timelines
Manage recurring compliance tasks: KYC updates, account reviews, high cash balance monitoring, account openings and transfers
Track and manage estate settlements from initiation through to completion
Monitor key practice KPIs — client appointments, pipeline, CE credit tracking, and compliance deadlines
Maintain working knowledge of registered accounts: TFSAs, RRSPs, RRIFs, RESPs, and non-registered accounts
Serve as the point person for client requests, executing directly where appropriate or routing to the advisor with full context
Provide daily direction, ensuring the team is aligned on priorities
Manage staff scheduling, including vacation and sick day tracking
Oversee the flow of information between clients, the advisor, and internal systems
Maintain accurate, up-to-date client records within CRM and back-office systems
Ensuring exceptional customer service.
Overseeing marketing campaings, managing and monitoring social media, and analyzing trends.
Managing and creating systems to ensure the smooth runing of the practice.
Responding to phone and in-person inquiries at the office.
Maintaining and updating email correspondence, sorting/distributing incoming email, and preparing outgoing email.
Maintaining digital client files and paperwork.
Managing/updating client databases.
Planning and coordinating client appreciation events.
Posting and monitoring social media feeds and website.

Qualifications and Experience

3+ years of experience in financial services, wealth management, or a professional services environment
Working knowledge of mutual funds, registered accounts, and dealer compliance requirements
Exceptional organizational skills and the ability to manage multiple priorities without dropping the ball
Clear, professional communicator, both written and verbal
High level of discretion in handling confidential client and financial information
Current or in-progress MFDA Dealing Representative licensing is an asset, but not required at the outset
Proficiency with Microsoft Office (Outlook, Word, Excel, Power Point); familiarity with financial back-office platforms is an asset
Excellent customer service orientation with a demonstrated ability to interact professionally with clients both on the phone and face-to-face.
You must be well organized with the ability to manage multiple focuses and prioritize tasks.
You are an energetic and enthusiastic team player who pays attention to detail.
Resourceful and able to work independently is required.
Undergraduate degree in Business Administration or relevant business disciplines would be an asset.

Who You Are

You are the kind of person who makes lists — and then actually works through them. You notice the detail others miss, you follow up without being asked, and you take genuine pride in a process that runs smoothly. You're comfortable working collaboratively with a team, and you understand that precision and discretion are non-negotiable when working with high-net-worth clients.

Why Join Us

Work directly with an Executive Financial Consultant serving a sophisticated, high-net-worth client base
Full support to pursue your MFDA Dealing Representative licence
A stable, professional, team-oriented environment with long-term growth potential

Other Information

This is a full-time position.
In-person, onsite at our Abbotsford office location.
We offer competitive compensation based on experience.
Must successfully complete a criminal background and credit check.
Must provide references.

If you are a motivated individual with excellent organizational skills and attention to detail, we would love to hear from you.

Please submit your resume along with a cover letter outlining your qualifications for this position to [email protected]

Only those under consideration will be contacted.

Job Types: Full-time, Fixed term contract

Pay: $50,000.00-$55,000.00 per year

Benefits:

Company events
Dental care
Employee assistance program
Extended health care
On-site parking
Paid time off

Flexible language requirement:

French not required

Education:

Bachelor's Degree (preferred)

Experience:

Practice Manager: 3 years (preferred)

Work Location: In person

Quick apply

Refine Your Search

financial planning jobs in abbotsford, bc

Practice Manager

Controller

Tax Advisor & Preparer

Operations Forester/Planner

Operations Forester/Planner

Financial Planner

Senior Accountant

Operations Field Planner

Operations Field Planner

Director of Finance & Administration (Chief Financial Officer – CFO equivalent)

Equipment Service Support Rep - Harvesting Heads

Automotive Sales Consultant Earn $120,000 - $200,000

Project Manager

District Manager

Food & Beverage Manager ( Relocate to Port Hardy, B.C)

Manager, Assurance

Controller

Civil Project Manager

Youth and Adult Services Manager, Lower Mainland

Sr. Director, Development & Acquisitions

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