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 valuable 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 strong regulatory attention

Bring securities licensing, organized client support, and financial planning experience to Dumitru Flanagan and Associates in Victoria.

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