STRIVE Recruitment

Financial Planner - Investment and Retirement Planning

Found in: Talent CA

Description:

ABOUT US

STRIVE is a Vancouver based recruitment firmoffering recruitment solutions in the specialist areas of Accounting & Finance,Corporate Administration and Operations & Manufacturing. We are passionateabout recruitment at STRIVE and commit to offering an upfront, genuine andconsultative approach to everything we do - which is a big reason why we havebeen successful. Our proactive recruitment approach allows us to uncover high calibreprofessionals for niche, specialized and what are often regarded as "hardto fill" roles.

THE ROLE

STRIVEis proud to be exclusively partnered with a highly professional,mature, comprehensive financial planning practice based in Abbotsford. They arecurrently looking to bring on a tax & financial planner to work alongsidetwo experienced financial planners in servicing their business-owner clients.

Thisis a tremendous opportunity for a career-oriented person currently working inthe accounting industry to transition to a new career path in the financialservices world, joining a full-service financial planning practice.

Thesuccessful candidate will be mentored to help develop more advanced tax andfinancial advisory skills. The position will quickly become a client-facingrole, as the person gets up to speed.

RESPONSIBILITIES:

  • Play an integral role as part of a team with the professional financial planners and administrators.
  • Research special projects related to tax, accounting, finance, legal, estate planning, debt management, alternative assets, etc.
  • Attend client meetings with financial planner, eventually conducting client meetings alone.
  • Engage clients on a regular basis by handling incoming and outgoing calls to provide client service.
  • Assist in the preparation of financial plans, portfolio and insurance reviews and tax planning.
  • Liaise and assist with our client's professional advisors including lawyers, accountants, M&A advisors and other advisors.
  • Maintains a strong understanding of personal, private company and trust tax, industry regulations, policies & procedures, and compliance requirements.
  • Help coordinate and attend client and business contact networking or industry events
  • Attend industry meetings or conferences
  • REQUIREMENTS:

    Qualifications

  • Minimum of four years of related work experience in accounting and private enterprise tax
  • CPA designation
  • Having started (or completed) the CPA Tax In-Depth course would be a significant advantage
  • Skills and Abilities

  • Strong knowledge of personal, corporate and trust tax.
  • A highly-motivated individual and the willingness to learn through practical, technical and educational formats
  • High interest in career development and taking on more advisory responsibilities as the opportunity arises
  • Excellent client-facing skills with the ability provide a high-quality client experience
  • Excellent analytic and problem-solving skills
  • Ability to obtain a high level of accuracy and a strong attention to detail
  • calendar_today 4 days ago



    location_on Edmonton, Canada

    work STRIVE Recruitment

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