Who you are

As a Financial Planner on our team, you will appreciate a guaranteed salary with job security. As value to the firm increases, additional monetary opportunities will be available.

You come to us with the following:

- Post-secondary education

- Life license (an asset)

- CFP designation or be working towards obtaining it

- 3 to 5 years’ financial planning experience

- Experience with Financial Planning software

- Knowledge of the financial issues for small businesses

- Advanced taxation knowledge

- Organizational excellence, time management and both internal and external communication skills

- Robust financial and analytical skills

- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, etc.)

- If you believe in and enjoy the financial planning process as much as we do, then we would like to hear from you.

Who we are

Financial Literacy Counsel is a boutique financial planning and education company founded in 1999 to do one thing: move people financially forward.

Our Values:

- We do what is right for the best interest of our clients.

- We collaborate to give our clients the best possible solutions.

- We do good for others to build stronger families and communities.

We are excited to expand our team by adding a Financial Planner. Often referred to in the financial services industry as a Financial Paraplanner,



this role is responsible to deliver value to the team and the clientele by coordinating and preparing quality financial planning reports and strategies.

The role is office-based, but some level of hybrid flexibility could be considered.

What you will be doing

- In collaboration with advisory team, develop comprehensive financial strategies, reports and presentation packages for clients and new prospects that align with risk tolerance, financial planning goals and retirement objectives

- Utilize financial software applications to input data, analyze and recommend strategies

- Understand and interpret financial data

- Communicate/collect information from clients (fact finding)

- Clarify client financial status and identify problem areas and opportunities

- Compare different financial planning modelling scenarios for clients

- Read and understand client reports, investment statements and financial information to identify the relevant information

- Present financial plan with Advisor when requested

- Easily explain issues and concepts related to the overall financial planning process, both verbally and by creating synthesized reports of key data from the financial plans

- Monitor clients’ financial situations with detail and accuracy

- Maintain integrity of sensitive/confidential information

- Monitor financial planning and economic changes to effectively adapt planning recommendations

- Proactively learn about investment and insurance products that can be suitable for client situations

Connect directly with clients for implementation of ongoing strategies when requested

📌 Financial Paraplanner (Vancouver)
🏢 Financial Literacy Counsel
📍 Vancouver