Financial Planning and Training Specialist - Vancouver, Canada - Odlum Brown

Odlum Brown
Odlum Brown
Verified Company
Vancouver, Canada

1 month ago

Sophia Lee

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Sophia Lee

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Description

WHO WE ARE
Odlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited (Odlum Brown) that
provides financial planning, retirement, tax and estate planning, and insurance products exclusively to Odlum Brown
clients.

Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent,
full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition
of leadership in the financial community as one of BC's most respected investment firms.

We are honoured to be nationally recognized as one of Canada's Best Managed Companies and one of Canada's
Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team
members, clients and communities.


CULTURE AND VALUES
Guided by a set of timeless core values - Clients First, People, Accountability, Independence, Integrity and
Community - we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values

are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.


PEOPLE
We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers,
musicians, yogis, world travelers - all with diverse backgrounds and experiences to share from around the globe. You
will work with really interesting people and make great friends, too.


COMMUNITY
We are serious about supporting the communities where we live and work. A recipient of a Canada's Volunteer
Award from the Government of Canada, we are committed in heart and mind to everything we do in the community,
and we work hard to inspire passion and fun while doing it.


PROFESSIONAL DEVELOPMENT
Continuous learning matters. We are committed to providing career-long support for learning and growth.***
THE OPPORTUNITY

We have an opportunity for a Financial Planning and Training Specialist to join our award-winning firm in the

Vancouver office.

WHAT YOU'LL DO
This role reports to the Manager, Financial Planning and Education, and works closely with our Financial Planning
team. You
will work in a collaborative environment to prepare and peer-review financial plans and projections using
leading software. You will help lead the training of Financial Planners that are embedded within advisory teams on
exceptional attention to detail and can provide exemplary service.


ODLUM BROWN FINANCIAL SERVICES LIMITED

RESPONSIBILITIES:


  • Build on existing resources to develop and deliver training to Investment Advisors, Investment Assistants
and Financial Planners on various aspects of the financial planning life cycle, with a focus on creating
financial projections and plans using NaviPlan and other projection software

  • Collect and analyze information specific to clients' financial goals
  • Prepare financial projections for clients using leading software and customized reports
  • Communicate with team members and clients, exercise good judgement and relationshipbuilding skills in a

- professional services environment
  • Share best practices for gathering and inputting client information into planning tools, reviewing projection
- reports and interpreting results
  • Explain rules and concepts to team members relating to personal and corporate income tax, registered and
- non-registered accounts, trusts and estates, pensions and government benefits
  • Evaluate effectiveness of training and recommend changes for continuous improvement

KNOWLEDGE AND EXPERIENCE:


  • CERTIFIED FINANCIAL PLANNER (CFP) certification or an equivalent financial planning designation,
- together with a minimum of three years post-designation experience using financial planning software
  • Strong understanding of decumulation strategies from a tax perspective
  • Experience with NaviPlan is preferred and experience with Conquest is an asset
  • Familiarity with modelling trust and private corporation assets in financial projections is an asset
  • Advanced proficiency in MS Office (Word, Excel, Outlook, Teams and PowerPoint)
  • Selfstarter and continuous learner with the capacity to work within a team, along with flexibility
- and willingness to assist others
  • Ability to work efficiently and accurately with a sharp eye for detail
  • Aptitude for reviewing clients' priorities and assumptions and making recommendations
  • Client service focused and committed to exceeding expectations
  • Strong verbal and written communication and presentation skills
  • Team player with a proven track record of building trusting and productive relationships

WHAT WE OFFER
A culture of openness, collaboration and respect is foundational to our firm. We are a diverse, driven group of
individuals who genuinely care about one another and encourage and appreciate each other's contributions. We
believe in rewarding team members and do this by p
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