Financial Planner

Accounting & Finance
Permanent
Hybrid - Downtown Vancouver, British Columbia, Canada
Posted on October 5, 2022

Excellent opportunity for an experienced Financial Planner to join a very successful and well-respected boutique Financial Services firm that has proudly served the Vancouver community for over 70 years. Our client specializes in providing concierge financial guidance to high-net-worth individuals, families, entrepreneurs, and successful business owners, who continue to benefit from the rich value that they deliver. 

Who- the Company: 

Our client was established decades ago and has evolved to become one of the best boutique financial service providers in the city. 
Our client specializes in providing concierge financial guidance to high-net-worth individuals, families, entrepreneurs, and successful business owners, who continue to benefit from the rich value that ZLC delivers. 
They offer a wide range of unique and innovative solutions in the following areas: Life Insurance & Living Benefits, Investments & Retirement Solutions, Employee Benefits & Pensions, Business Family Succession, Integrated Financial Planning, Philanthropic Planning along with “Structure d Settlements"

What- the Role: 

The Financial Planner focuses on elevating the client experience by providing valuable and sustainable financial services and advice to clients to strengthen their financial wellbeing. The Financial Planner will channel their entrepreneurial spirit to build their financial services practice and deliver innovative solutions to expand and sustain their client-base. 
As a Financial Planner, you will: 

  • Prepare and present financial plans to help clients reach their goals
  • With the support of our best-in-class team, build a client-base of businesses, employers and high net worth individuals and support their financial requirements 
  • Leverage their expertise to analyze market trends, review best practices, evaluate client needs and build long-term strategies to strengthen the financial position of your client’s portfolio
  • Nurture long-term partnerships through networking and marketing opportunities, to increase your business and elevate the client experience 
  • Provide valuable learning opportunities to increase client and community engagement by hosting financial services sessions, tutorials, and video conferences 
  • Collaborate with various contributors such as vendors, insurance providers and other advisors, to captivate on industry trends and sustain your competitive position in the market

Who- the Candidate: 

We are looking for a dynamic and passionate team player with an entrepreneurial spirit who challenges the status quo, thinks outside the box and inspires innovation at all levels of an organization. Someone who is a highly organized and friendly individual with an outgoing demeanor who leads with a people-centric approach to elevate the client experience and improve their financial services practice. 
A strong relationship builder who can nurture long-term relationships while fostering an inclusive and safe community and has a self-motivated mindset with a positive and resilient energy who thrives when taking the lead and is driven by the opportunity to make an impact, achieve goals and deliver rewarding results for clients.

  • 5+ years of relevant work experience in a Financial Planner role 
  • LLQP license required
  • CFP designation, completed or in progress
  • High degree of proficiency in financial planning, asset management and insurance
  • Full clean drivers license and own vehicle an asset
  • Excellent network in the lower mainland to provide an opportunity for growth and development of a client base

How Much: 

At first a highly competitive base salary commensurate with calibre of experience and skills- please discuss further with SWIM! 

Where: 

Downtown Vancouver and can work fully remote except for going to the office for team meetings as needed.

When & How to Apply: 

If you are interested in this opportunity to work with a successful and reputable Vancouver company in a fast-paced sector, please do not hesitate to apply soon as this search is moving quickly. 
SWIM is presenting short-listed Financial Advisor candidate profiles directly to the hiring team for review. Please note SWIM is very discreet and careful with the candidacy of currently employed and confidential job seekers. Thank you!