Senior Financial Planner – Calgary

Role Description:

  • Are you a positive, energetic and efficient go getter?
  • Are you someone that thrives on achieving memorable client experiences?
  • Do you have a passion for helping clients solve their financial goals based on an in depth understanding of their needs?
  • Do you embrace business development?
  • We are looking for a Senior Financial Planner to join our Advanced Wealth Planning Group to support our advisors in the Alberta market, based in Calgary.

Responsibilities & Activities:

  • Meet with existing and potential clients, complete in-depth fact finding. Help clients to discover and articulate their short- and long-term goals.
  • Prepare and mail introduction packages with an engagement letter and document requests.
  • Enter client information into planning software and generate financial plans. Set review schedule, assess progress or implementation of recommendations or to address changes to client situation.
  • Work closely with client’s other professional advisors (lawyers, accountants, etc.) to ensure that client is receiving holistic advice.
  • Recognize the importance of multi-generational wealth management with a focus on building relationships with children, grandchildren and siblings of current clients.
  • Identify outside assets and referral opportunities.
  • Integrate all areas of financial planning including cash flow, investment, education, insurance and risk management, retirement planning, and tax and estate planning.
  • Maintain client files, ensure that all documents and notes are compliant with industry requirements.
  • Act as a knowledge resource for team members.
  • Attend client events.
  • Performs other duties as assigned.

Educational & Industry Requirements:

  • Degree or Diploma in business administration, accounting, finance, or similar field of study.
  • Professional designation such as CFP or PFP.
  • Fulfill continuing education requirements.

Knowledge, Skills, & Abilities:

  • In depth knowledge of industry rules, regulations, policies, procedures and a commitment to stay abreast of changes.
  • Strong organizational skills and attention to detail.
  • Desire to go above and beyond to exceed client expectations.
  • Exhibits a level of professionalism that allows clients to feel comfortable and able to discuss personal information.
  • A genuine interest in serving and caring for other people.
  • Reliable, consistent work ethic.
  • Proficient in Excel, Word and Adobe
  • Salary is commensurate with experience.

To apply, please email your resume to careers@wprivate.ca