WHO WE ARE
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.
THE OPPORTUNITY
We have an opportunity for an Associate Financial Planner to join our award-winning firm in the Vancouver office
WHAT YOU’LL DO
The Associate Financial Planner will join the highly successful Corner Group, team which comprises of seven experienced Portfolio Managers, a Financial Planner and five Investment Assistants. They focus on conservative, long-term investing under a discretionary managed-account format, with approximately $1.8 billion in assets under management. This role also reports to the Vice President, Financial Planning, on practice management as it relates to financial planning.
You will work within a results-oriented 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. You will be responsible for providing information to Portfolio Managers and their clients on a variety of tax, estate and personal finance-related queries and strategies.
The ideal candidate is a people person who takes pride in helping clients navigate the complexities of financial planning while incorporating tax strategies. They have a proven history of forming bonds with clients and are proactive and engaged.
RESPONSIBILITIES
Work with Portfolio Managers and clients to identify and clarify client objectives
Gather client financial information, including on the phone or in person
Identify the most suitable tools and resources to address client objectives from the menu of services (e.g., financial projection or calculator, pension analysis etc.)
Complete various analyses and calculations using tools including NaviPlan financial projection software
Input information into financial projection software; evaluate financial strategies and options; create and edit financial projections; review and interpret results with Portfolio Managers; present financial projections to clients
Articulate and guide clients through the financial planning process
Refer to subject matter experts when appropriate (i.e., tax, insurance, estate)
Document timelines for priority actions
Manage the financial projection process (e.g., tracking, documentation, follow-up)
COMPETENCIES
Advising and Coaching – Use knowledge and relationships to assess the needs of internal or external stakeholders, come up with recommendations, and provide coaching or advice that helps them solve challenges, grow and/or reach their goals
Customer Relationship Management – Build, manage, and nurture client relationships, leveraging CRM tools to track interactions, understand client needs, and deliver consistent service
Financial Planning – Develop comprehensive financial strategies or recommend products that align resources or assets with clients' long-term goals, balancing income, investments, savings, and expenditures
Process Improvement and Documentation – Uncover, understand, document, optimize and communicate processes to make them more efficient, effective, and consistent
Modelling and Forecasting – Envision, build, maintain, update and share financial models and forecasting tools that can project or extrapolate data trends to inform business decision making, planning and strategy
Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firm
Risk Assessment – Identify, analyze, and evaluate risks to make decisions and take actions that manage their likelihood and impact on achieving our objectives for the benefit of our clients, firm, and communities
KNOWLEDGE AND EXPERIENCE
Financial planning professional designation is required (i.e., CFP, QAFP, PFP, or other designation recognized under the Financial Services Regulatory Authority (FSRA) of Ontario)
Professional qualifications/designations such as CPA and/or TEP, and/or experience with the entire life cycle of personal trusts would be a significant asset
Experience with tax and financial planning strategies required
Experience with NaviPlan financial projection software required
In-depth knowledge and interest in personal finance and taxation, including private corporation and trust structures and the taxation of investment income
Strong business acumen, judgment and savvy; excellent analytical and decision-making skills
Superior written and verbal communication skills
Self-motivated with a clear vision of what is required to be part of a high-performance team
A team player with a proven track record of building trusting and productive relationships with colleagues and clients alike
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 providing a competitive total rewards package that is fair and equitable; mentorship programs; flexible work options; and a variety of professional development opportunities to expand your career. This role has an expected salary of $75,000 – $90,000/year, plus the potential for bonuses.
Our team is growing, and we’ve got room for one more if you’re interested. If this sounds like the environment you’d like to work in and you have the credentials and experience for this role, we invite you to submit a cover letter and resume by November 28, 2025.
Candidates must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of employment.
We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match what’s needed to be successful in this role.
