Support high-net-worth financial planning in Victoria, British Columbia, using securities licensing, client service, and regulatory detail in-office.
Dumitru Flanagan and Associates seeks a Securities Licensed Professional with minimum three years of experience. You will support comprehensive, goals-based planning for individuals and families. Responsibilities span investment management, tax coordination, philanthropic planning, estate strategies, and account administration.
Key Responsibilities: Coordinate client onboarding, discovery steps, documentation, and transition activities
Respond to ongoing service inquiries and coordinate follow-ups
Prepare client meeting materials and record follow-up items
Process account openings, transfers, updates, and related documentation




Maintain financial plans and portfolio reports using approved tools
Requirements: Minimum three years in a securities-licensed advisory role
CIRO registration in good standing with a regulated dealer
Canadian Securities Course and Conduct and Practices Handbook completion
Life Insurance Licensed or working towards completion
High-net-worth experience and solid regulatory attention
Bring securities licensing, organized client support, and financial planning experience to Dumitru Flanagan and Associates in Victoria.

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📌 Securities Licensed Associate Consultant (British Columbia)
🏢 Dumitru Flanagan & Associates IG Private Wealth Management
📍 British Columbia