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 positive 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 u0026 Associates IG Private Wealth Management
📍 Victoria