Build comprehensive financial plans for high-net-worth clients in Victoria, British Columbia, through in-office advisory support and careful account administration. Dumitru Flanagan and Associates is seeking an Associate Consultant to collaborate with the Lead Advisor and Branch leadership. The practice delivers goals-based planning across investments, tax coordination, philanthropy, and estate strategies. The successful candidate supports client relationships, planning processes, and regulatory documentation.

Key Responsibilities
Support financial plan preparation and analysis using Conquest Planning Coordinate information for tax, estate, insurance, and philanthropic planning Prepare portfolio reviews, analysis,



and comparison reports Maintain accurate client records meeting firm documentation standards Collaborate with compliance, operations, and internal teams

Requirements:
At least three years of securities-licensed advisory experience Registered Securities Licensed Representative in positive standing with CIRO Completed Canadian Securities Course and Conduct and Practices Handbook Certified Financial Planner designation preferred or in progress Strong organization and attention to regulatory detail Apply financial planning analysis, documentation discipline, and advisory coordination skills supporting Dumitru Flanagan and Associates clients. #J-18808-Ljbffr

📌 Financial Planning (Victoria)
🏢 Dumitru Flanagan & Associates IG Private Wealth Management
📍 Victoria