Financial Planner

Klopp Richards & Associates; Calgary; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Calgary is looking for a Financial Planner to deliver innovative wealth management solutions for high-net-worth clients. The ideal candidate will have strong analytical and communication skills, a CFP designation, and a minimum of 10 years of experience in financial planning. This role offers the opportunity to work in a dynamic, fast-paced environment, collaborating closely with clients and team members to enhance their financial portfolios.

Qualifications

• Certified Financial Planner (CFP) designation required.
• Insurance licensed - Life and A&S.
• Minimum of 10 years financial planning experience preferred.

Responsibilities

• Communicate with clients regarding the Wealth Planning Process.
• Create and analyze Wealth Planning outcomes.
• Provide financial planning updates as circumstances change.

Skills

Detail-oriented

Strong analytical skills

Excellent communication skills

Time management skills

Education

Bachelor’s degree in business administration or finance

Tools

Microsoft Office Suite

Naviplan

Conquest

Job description

Overview

Our client is an industry leader offering full-service financial services to their clients focusing on their needs and finding solutions for wealth management solutions. They are looking for a Financial Planner that creates, analyzes, delivers, and supports custom wealth plans for high-net-worth clients.

This is a challenging position where you get to collaborate with team members and provide clients with a dynamic wealth planning experience. You will be working in a fast-paced environment where you help your client’s portfolio grow by applying your innovative ideas in areas such as cash flow, retirement, estate, education, insurance, and tax planning needs for your clients. You will assist clients, Senior Portfolio Managers, and Senior Relationship Managers make timely adjustments and test scenarios, offering a range of outcomes for informed decisions.

Responsibilities

• Communicate directly with current and potential clients concerning all aspects of the Wealth Planning Process, including engagement letters, document requests, wealth questionnaires, follow-up inquiries, and related matters;
• Create, analyze and strategize Wealth Planning outcomes and follow through on helping client implement to meet stated objectives;
• Provide timely and dynamic financial planning updates based on the client changing financial circumstances;
• Establish a continuous, strong relationship with clients to gain a thorough understanding of their current situations, thereby enabling the provision of valuable, proactive planning and strategic advice and solutions;
• Develop, refine and maintain written systems of all wealth planning activities;
• Supports team with preparation of materials for client meetings;
• Create and/or find marketing articles related to Wealth Planning strategies.

Skills and Qualifications

• Certified Financial Planner (CFP) designation and in current good standing;
• Insurance licensed - Life and A&S;
• Minimum of 10 years of financial planning, wealth management, and/or risk management experience. Will consider candidates with less experience if educational background demonstrates knowledge in these areas and attitude toward excelling in this field;
• Bachelor’s degree in business administration, financial services, accounting, finance, or similar field of study a benefit but not mandatory;
• Detail-oriented and highly organized;
• Strong analytical and time management skills;
• Excellent interpersonal and communication skills;
• A genuine interest in serving and caring for people;
• Proficiency with Microsoft Office Suite;
• Experienced users of financial planning tools: Naviplan, Conquest etc.

For immediate consideration of this exciting opportunity, please contact Caelly quoting job posting #5060 at [e-mail].

Klopp Richards & Associates would like to thank all applicants in advance for their expressed interest in this opportunity.