ONSITE-Financial Planner
Abbotsford, BC • Direct Hire • March 10, 2025 • 76878
Base Salary Range: $90000 - $115000
Location: Abbotsford, BC
Type: Full-time, in-office.
On behalf of our well-established wealth management client, TEEMA is seeking a Financial Planner for their Abbotsford, BC office. With over 35 years of experience, our client has been known to guide clients through investment strategies, retirement planning, and wealth preservation, always aiming to create real impact for real people.
Our client is a well organized, well-structured firm that prioritizes efficiency without chaos. They believe in overstaffing rather than pushing their team to burnout, but they also work hard and fast. Their standard is high because the work they do is meaningful—solving real problems for real people, every day. If you enjoy working at a high level of execution and impact, you’ll thrive here.
We are looking for an experienced CFP® professional to join the team as a client servicing financial planner. This role is all about helping existing clients navigate complex financial decisions with clarity and confidence.
Our ideal candidate is:
- A strong communicator who can explain financial concepts in plain English
- A self-motivated, detail-oriented planner who executes at a high level
- A natural relationship-builder who genuinely enjoys helping clients
- Someone who focuses on, and understands the importance of deepening existing client relationships
Our client does meaningful work. Whether it’s retirement planning, tax-efficient strategies, or helping clients give generously to causes they care about, their impact is real. On average they have about 40+ inbound requests from qualified pre-retirees looking for help. They need your help helping them! They are captivated by the idea of helping more people get answers to their planning questions. And so, while they are an established practice, they have a vision to add capacity and capability in ways that will allow them to help even more people. They work in teams. Every client is served by two planners, ensuring no one carries the load alone, with the full support of a strong administrative team.
What You’ll Do
You’ll work closely with different members of the Planning team, collaborating together to serve their full-service financial planning clients. Key responsibilities include:
- Identifying planning opportunities and clearly communicating recommendations
- Drafting meeting agendas and executing all necessary follow-ups
- Facilitating and eventually leading client meetings
- Handling client questions via email or video responses
- Running proforma tax returns to evaluate different tax-efficient retirement and charitable giving strategies
- Compiling tax packages and assisting with tax-efficient decumulation plans
- Supporting the in-house CPA on transactional, fee-for-service planning cases
- Onboarding new clients
- CFP® designation (essential)
- 4+ years of experience in financial planning, in a client-facing role
- Experience with Snap Projections or similar financial planning software is a major asset
- A strong grasp of retirement income planning, tax-efficient withdrawals, and investment strategy and integration of these areas
- The ability to take complex financial ideas and make them simple for clients
- A client-first, high-output work ethic—someone who thrives on doing great work at a high level