Financial Planning Associate Victoria

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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