Financial Planner

Company Description Provisus Wealth Management delivers superior portfolio management performance to clients, along with impeccable service and confidentiality. Provisus employs a state-of-the-art proprietary portfolio management process which delivers sophisticated asset management products and services to affluent clients. Provisus partners with independent financial advisors across Canada to offer clients customized Separately Managed Accounts, ETF portfolios, institutional mandates, and corporate class pooled funds. The firm specializes in constructing and managing tax-efficient investment portfolios tailored to each client’s unique objectives, constraints, and long-term needs. Provisus collaborates with over a number of external money managers, integrating top-ranked asset management expertise through rigorous quantitative and qualitative screening. This approach enables clients to benefit from professionally managed, beneficially owned equity and fixed income portfolios aligned with their financial goals. Role Description The Financial Planner will provide comprehensive financial planning advice to clients, including retirement planning, investment strategies, risk management, and tax-efficient wealth accumulation. Day-to-day responsibilities include conducting client discovery meetings, analyzing financial situations, preparing tailored financial plans, and reviewing recommendations with clients in a clear and accessible way. The role involves optimizing financial planning strategies as client circumstances evolve, and collaborating with portfolio managers who manage the client investment portfolios. The Financial Planner will maintain accurate documentation, comply with regulatory requirements, and support business development through client referrals and relationship building. This is a full-time, on-site role based in Vancouver, BC. Financial Planning Responsibilities Preparing comprehensive financial plans and specific investment strategies Presenting plans to clients in person and virtually Facilitating a team approach in all areas of financial planning Serving as subject matter experts concerning financial planning Providing the appropriate level of service and advice to clients and their families on all aspects of financial planning Understanding and complying with all industry regulations; Ensure accurate administration of all client compliance requirements, minimizing risk and expense to the company Keeping current on financial planning issues, including income tax Additional Duties Working closely with the Portfolio Management and Client Services teams to ensure that client requirements are met. Identifying opportunities to strengthen client relationships such as insurance referrals Implementing marketing strategies; provide advice and information concerning investment programs and related services Conducting seminars and information meetings throughout the region Qualifications Strong financial planning expertise, including Financial Planning and Personal Financial Planning skills to develop holistic, client-centered plans. Five years financial planning experience College or University degree in finance or a related field Certified Financial Planner (CFP) or progress toward CFP designation, with solid knowledge of Finance principles. LLQP license preferred Strong knowledge of managed accounts Level I CFA, or CIM an asset Attributes Excellent client-facing communication skills, with the ability to explain complex concepts clearly and build trusted relationships. High attention to detail, analytical thinking, and proficiency with financial planning software and tools. Understanding of Canadian regulatory environment and investment products; experience working with independent advisors is an asset. Demonstrated integrity, ethical judgment, and commitment to client-focused service.

The Financial Planner provides comprehensive advice on retirement, investments, and tax-efficient wealth accumulation through tailored financial plans. They collaborate with portfolio managers and conduct client discovery meetings to optimize strategies as client circumstances evolve.

Candidates need a university degree in finance, five years of financial planning experience, and a CFP designation or progress toward one. A LLQP license is preferred, and CFA Level I or CIM is considered an asset.

• Regulatory CompliancePreferred
• Risk ManagementPreferred
• Financial planningPreferred
• Relationship BuildingPreferred

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Retirement Planning
• Investment Strategies
• Risk Management
• Tax-Efficient Wealth Accumulation
• Client Discovery
• Portfolio Management
• Regulatory Compliance
• Relationship Building
• Analytical Thinking
• Financial Planning Software
• Client Communication

• Finance & Accounting
• Sales
• Consulting

Minimum education

Professional degree

Minimum experience

5+ years

Apply by

Mar 6, 2027

Posting language

English

Working hours

40 hours per week

Seniority

Mid-Senior level

Application method

Direct apply is available