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Assistant Financial Planner

  • Employer: iA Investment Counsel
  • City: Vancouver
  • Job category: Sales and Business Development
  • Job ID: J0918-0745
  • Job type: Regular full time

Company Overview

T.E. Wealth, a member of iA Investment Counsel Inc., has been providing high net worth individuals, families, employers and employees with unbiased wealth management and financial education services for 40+ years. Our organization comprises of a national network of financial experts with a diverse array of skills, experience and specialized knowledge, yet we are driven by a singular devotion to the well-being of our clients.

Description

GENERAL RESPONSIBILITIES

The Assistant Financial Planner will assist in developing and implementing financial plans for individuals, corporate executives and professionals.

SPECIFIC RESPONSIBILITIES

• Provide continuous support to the Consultant and clients including:
• Data entry for the preparation of financial plans, using in-house software & Excel.
• Drafting correspondence and meeting agendas.
• Research various financial planning and tax issues.
• Follow up on financial planning issues with outside professionals as required.
• Input tax returns and review notices of assessment.
• Follow-up with CRA on client tax issues.
• Assembly of financial plans and tax returns.
• Various other tasks as assigned, including office administration.

Qualifications

• University degree or college diploma (preferred).
• Working towards CFP designation (preferred).
• Advantageous to have related courses such as Canadian Securities Course, accounting or tax.
• Knowledge of tax and investment strategies, securities, insurance, pension plans and real estate is a definite asset.
• Excellent communication skills (written and verbal).
• Self motivated, organized with exceptional time management skills.
• Above average attention to detail and accuracy in work.
• Ability to work well as part of a team but can also work independently (with little supervision) to complete tasks and prioritize work for oneself.
• Computer literate.


VAN2018

Working at iA Financial Group

We consider our employees to be our most important investment and we have a lot to offer them. Find out more about iA.

iA Financial Group is committed to having an equal access employment program and welcomes applications from women, visible minorities, Aboriginal peoples and disabled persons. Any use of the masculine form is to simplify the text and includes the feminine form.