Financial Planner

Griffith & Associates Financial & Estate Planning Services Ltd; Calgary; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading financial planning firm in Calgary is seeking a Financial Planner to join their dynamic team. This role involves analyzing financial data, creating tailored plans, and collaborating with other professionals. The ideal candidate will hold a CFP designation and possess strong client service skills, with opportunities for growth within the firm.

Qualifications

• CFP designation is mandatory; PFP or QAFP preferred.
• Experience with Conquest, Salesforce, and Naviplan is an asset.
• Willingness to undertake relevant industry courses.

Responsibilities

• Analyze financial data and develop tailored financial plans.
• Create recommendations and scenarios for client presentation.
• Maintain detailed records of financial plans and client interactions.

Skills

Attention to detail

Client service orientation

Problem-solving

Effective communication

Education

University degree or College diploma

Certified Financial Planner (CFP)

Canadian Securities Course

Tools

Conquest

Salesforce

Naviplan

MS Word

MS Excel

MS PowerPoint

Job description

Griffith & Associates is a financial planning firm in Calgary, Alberta. In almost 2 decades, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax, and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over $300m.

We are looking for a detailed and experienced Financial Planner to start immediately. This role initially covers a maternity leave but could become a permanent position for the right candidate. The Financial Planner will be responsible for creating financial plans and recommendations based on the Advisor's guidance from client meetings.

Key Responsibilities:

1. Analyze financial data and develop tailored financial plans.
2. Create recommendations and scenarios for client presentation.
3. Develop income plans.
4. Prepare for meetings and conduct follow-up.
5. Maintain detailed records of financial plans and client interactions.
6. Collaborate with other financial professionals (e.g., accountants, attorneys).

Qualifications & Requirements:

• Certified Financial Planner (CFP) designation is mandatory; Personal Financial Planner (PFP) or QAFP is preferred.
• Canadian Securities Course is preferred but not mandatory.
• Provincial Life Insurance license, including Accident & Sickness coverage, is preferred but not mandatory.
• Experience with Conquest, Salesforce, and Naviplan is an asset.
• Knowledge of industry legislation, rules, and requirements.
• University degree or College diploma is preferred but not mandatory.
• Proficiency in MS Word, MS Excel, MS PowerPoint, and CRM systems is essential.
• Willingness to undertake relevant industry courses and professional development.

Skills and Abilities:

• Team-oriented with the ability to thrive in a busy, fast-paced environment.
• Effective self-management of multiple activities.
• Practical problem-solving skills.
• Attention to detail and quality of work.
• Strong client service orientation.
• Excellent verbal and written communication skills.
• Ability to work independently and collaboratively.
• Career-focused with growth potential within the firm.
• Motivated to learn and develop professionally.
• Initiative in continuous personal, professional, and technical development.