Job opportunity
Financial Planning Associate Victoria
Dumitru Flanagan & Associates IG Private Wealth Management
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 good 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.
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Apply on source site 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 good 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