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.

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 transparent 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. Preparing comprehensive financial plans and specific investment strategies 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 Ensure accurate administration of all client compliance requirements, minimizing risk and expense to the company Keeping current on financial planning issues, including income tax provide advice and information concerning investment programs and related services 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. Strong knowledge of managed accounts Level I CFA, or CIM an asset 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.

📌 Financial Planning & Analysis Consultant (Vancouver)
🏢 Provisus Wealth Management
📍 Vancouver