Senior Financial Planner

Vancouver, Qualicum Beach or Remote

Reporting to one or more Portfolio Manager(s), the successful candidate for Senior Financial Planner will be responsible for, but not limited to the following:

  • Creating and presenting both simple and comprehensive financial plans to our client families,

  • Creating and presenting financial plans for business-owner clients (not a requirement, but some familiarity would be considered an asset),

  • Developing, implementing, and updating retirement income plans annually for clients, and

  • Answering emails from clients about planning related matters.

The ideal candidate would be: 

  • Comfortable with general tax planning concepts, 

  • Comfortable discussing general estate planning concepts, 

  • Comfortable discussing insurance with clients (if you are insurance licensed), and  

  • Reasonably knowledgeable about investing in general. 

Position Overview

We are team of highly educated professionals. All client facing advisors at Westmount must have a CFP designation and ideally another well-respected designation.

  • CFP Designation (required)

  • Other planning/insurance designations would be an asset (RFP, CLU, TEP, CIP etc)

  • Other investment designations would be an asset (CIM, CFA etc)

  • Any accounting designation would be an asset

  • Ideally 5+ years’ experience working as a financial planner

Qualification & Experience 

Location

While Westmount Wealth has offices in Vancouver and Qualicum Beach on Vancouver Island we will consider a remote opportunity for the ideal candidate.

We offer a strong compensation package including base salary + bonus and potential equity in the firm.

  • Salary + bonus range of $100,000 to $140,000

  • Comprehensive health benefits, including Health Spending Account

Qualification & Experience