Abbotsford Bc Financial planner Jobs – 9 Openings This Week

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
2d
Financial Planner - Abbotsford
TD Bank —Abbotsford, BC
- $60,000–$70,000 a year
- Full-time
- Sales
- Finance
- Business development
- Paid time off
Financial Planner, Scotia Financial Planning - Mission, Chilliwack
Scotiabank —Mission, BC
- Sales
- Travel
9d
Investment Advisor
Royal Bank of Canada —Chilliwack, BC
- Full-time
- Sales
- Business
- Marketing
Financial Planner
Royal Bank of Canada —Abbotsford, BC
- Full-time
- Business development
1d
Mobile Mortgage Specialist
TD Bank —Abbotsford, BC
- Full-time
- Sales
- Customer service
- Paid time off

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Associate Planner - Bowmanville
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Private Banker
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General knowledge across Wealth products and solutions with an understanding of all credit, cash management, investments and specifically credit.
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financial planner jobs near abbotsford bc

Financial Planner

CI Assante Wealth Management Ltd -
Abbotsford, BC

Quick apply

Job details

Permanent | Full-time
$80,000–$120,000 a year
2 days ago

Qualifications

Investment
English
Chartered Professional Accountant
CFP
Accounting
Financial services
Communication skills

Full job description

The Role

We are looking for an experienced CFP® professional to help us solve a good problem.

Our fee-for-service planning practice currently has a two-month waitlist, with most inquiries coming through our YouTube channel. We have more Canadians asking us for detailed retirement and tax planning than our current team can serve.

This role has two main parts:

Building and delivering customized fee-for-service financial plans
Helping care for a few dozen existing full-service clients

This is not a prospecting role. You will not be expected to cold-call, build a book of business or meet sales quotas. We already have the clients and the planning work. We need another capable person to help us do it exceptionally well.

What You’ll Do

You will work closely with our planning team to:

Review tax returns, investment statements, corporate documents, pensions and insurance policies
Build retirement projections using Snap Projections
Model retirement dates, spending needs, withdrawal strategies and CPP/OAS timing
Develop personal and corporate tax-planning recommendations
Prepare planning summaries, meeting agendas and action items
Participate in and eventually lead virtual client meetings
Explain complex recommendations in plain English
Respond to client questions and help implement recommendations
Coordinate with clients’ accountants, lawyers and other professionals
Identify planning opportunities before clients have to ask

Some fee-for-service clients will implement their plans independently. Others will ask us to continue helping them through an ongoing wealth-management relationship. You will help support that transition.

How We Work

We are Willems Wealth Planning Group of CI Assante Wealth Management Ltd. We are a second-generation wealth-management firm that has been helping families for more than 39 years.

Our clients are generally approaching or living in retirement and have accumulated wealth across RRSPs, TFSAs, non-registered accounts, corporations, pensions and real estate. They need more than investment management. They need someone who can bring all the pieces together.

We operate as an ensemble practice. Every client is supported by multiple members of our planning, administrative and operations teams. Our operations team handles most paperwork, trading and execution, allowing our planners to focus on advice and relationships.

We do not run an emergency room. We plan ahead, share responsibility and try to avoid unnecessary fire drills.

That said, we work hard and maintain a high standard. We are looking for someone who notices problems, takes ownership and starts preparing solutions without waiting for someone else to step in.

Who We’re Looking For

You should have:

A CFP® designation
Current investment licensing
At least four years of relevant financial-planning experience
Strong retirement-income and decumulation knowledge
The ability to read and understand personal tax returns
Working knowledge of owner-managed corporations
Experience using modern financial-planning software
Strong written and verbal communication skills
Excellent attention to detail
The ability to build relationships virtually
A practical, client-first approach to solving problems

Experience with Snap Projections is a major asset.

Previous tax-preparation experience, advanced tax education or a CPA designation would also be valuable, but is not required.

Who This Role May Appeal To

This position may be especially attractive to an experienced planner working at a bank, credit union or traditional investment firm who is frustrated by:

Sales quotas and product incentives
Limited product shelves
Being measured primarily by production
Having too many clients to serve properly
Financial plans that are created but rarely implemented

We care about growing, but we believe growth should come from doing excellent work for the right clients.

Your job will be to plan and serve, not prospect.

Our YouTube Channel Matters

Most new clients find us through the Willems Wealth Planning Group YouTube channel (https://www.youtube.com/@willemswealth/videos). They arrive already familiar with our planning philosophy and the types of retirement, tax and investment strategies we discuss.

Anyone joining our team should spend time with our content and feel aligned with how we educate and serve Canadians.

How to Apply

Please submit your resume along with a video answering:

Why does this role interest you?
What experience do you have with retirement-income, tax or corporate planning?
Which video or planning concept from our YouTube channel stood out to you, and why?

We appreciate every application, but only candidates selected for the next stage will be contacted.

Pay: $80,000.00-$120,000.00 per year

Benefits:

Casual dress
Dental care
Disability insurance
Extended health care
Flexible schedule
Life insurance
On-site parking
Profit sharing
Tuition reimbursement

Work Location: In person

Quick apply

Refine Your Search

financial planner jobs in abbotsford bc

Financial Planner

Financial Planner - Abbotsford

Financial Planner, Scotia Financial Planning - Mission, Chilliwack

Investment Advisor

Financial Planner

Mobile Mortgage Specialist

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