Financial and Tax Planner

Location: Vancouver, British Columbia, Canada
Financial and Tax Planner (11648832)
Avanta Consulting has been retained by our client Odlum Brown who celebrates its 95th anniversary as an independent, employee‐owned, full‐service investment firm. They are honoured to be recognized as one of Canada’s Best Managed Companies for 19 consecutive years and as one of Canada’s Most Admired™ Corporate Cultures. The way they do things, how they make decisions and what defines the behaviours that work and don’t work, make up Odlum’s DNA and is manifested in their vibrant culture.

Odlum Brown has skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers and every other variety of person you can imagine! You will work with really interesting people and make great friends, too.

As a Financial and Tax Planner, you will work within a results-oriented 10 person team in a collaborative environment with existing clients to: collect and analyze information pertinent to clients’ financial goals; prepare and review financial projections using leading software; and offer insight on clients’ financial, tax, retirement and estate planning goals.
Key Responsibilities:
  • Interview clients (on the phone and/or in person) in order to obtain the information required to prepare financial projections
  • Prepare financial projections for clients
  • Review and interpret financial projections with clients and Investment Advisors
  • Identify potential tax minimization and planning opportunities for clients
  • Explain rules and concepts to clients and Investment Advisors relating to personal and private corporation/owner-manager income tax, registered and non-registered accounts, trusts and estates, pensions and government benefits
Successful candidates will have:
  • Professional accounting designation (CPA) required
  • Certified Financial Planner (CFP) designation required
  • Other professional qualification/designation relating to trusts and estates (TEP) and/or experience with the entire life‐cycle of personal trusts would be an asset
  • Insurance Life Licence would be an asset
  • Proven history of serving clients in a professional services environment
  • In‐depth knowledge and interest in personal finance and taxation, including private corporation and trust structures and the taxation of investment income
  • Experience with the entire life‐cycle of personal trusts
  • Breadth and depth of tax and estate expertise to appropriately assess client needs and the various options available to them
  • Competent at supporting clients with retirement and estate planning goals
  • Experience with identifying risk areas to a client’s plan and articulating possible insurance‐based solutions (life and living benefits)
  • Comfortable working with detailed and complex information and a desire to stay on top of policy developments and their potential impact on financial strategies
  • Strong business acumen, judgment and savvy; excellent analytical and decision‐making skills
  • Superior communication skills
  • Self‐confident with the presence and stature to develop positive client relationships
  • A team player with a proven track record of building trusting and productive relationships with both colleagues and clients
  • Ability to focus on both day‐to‐day events and the longer‐term picture
  • Client service focused – committed to exceeding client expectations
  • Self‐motivated with a clear vision of what is required to be part of a high performance team
About Avanta Consulting

Odlum Brown’s team has put their trust in us to find the right candidate to join their tight-knit team because we are more than recruiters - we are cultivators of connection.

Our driven team of executive recruiters leads with authenticity to foster real relationships with the brightest thinkers and doers across North America. We’re seasoned listeners—we get below the surface and into the hearts of people so we can align the right minds with the right businesses. We don’t settle until we find the right match that will help both the perfect candidate and the business thrive. We look forward to getting to know you.

How to Apply

Applicants should send a resume outlining how they meet the specific requirements of the position.

While we sincerely appreciate all applications, only those candidates selected for an interview will be contacted. Looking forward to hearing from you!
The Avanta team 

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