Financial Planner

Summit Search Group; Calgary; On-site; CAD 85,000 - 98,000; Full time

Job summary

An established wealth management firm is seeking a dedicated Financial Planner to join their expanding team in Calgary. This role offers the opportunity to provide exceptional service to advisory teams and client families. You will prepare financial projections, collaborate on diverse wealth solutions, and support senior members in delivering tailored planning services. The firm values diversity and inclusion, fostering an environment where your contributions can significantly impact client success. If you have a CFP designation and a passion for financial planning, this is your chance to thrive in a rewarding career.

Benefits

Competitive base salary

Strong bonus program

RSP matching

Comprehensive benefits program

Upward mobility

Qualifications

• 2+ years of financial planning experience with a strong focus on client service.
• CFP designation is mandatory for this role.

Responsibilities

• Prepare financial projections and collaborate on Total Wealth Solutions.
• Support senior team members in delivering modular planning to clients.

Skills

Time Management

Organizational Skills

Attention to Detail

Client Relationship Management

Education

CFP designation

College diploma or University degree

TEP designation

Tools

Conquest Planning

Naviplan

Job description

Important Notice: Be aware of a scam where Summit employees are being impersonated via WhatsApp and text messages.

Our client, an established wealth management firm, is looking for a Financial Planner to join their growing team in Calgary.

The Financial Planner will be responsible for delivering an elevated level of service to support advisory teams and their client families.

Responsibilities:

• Prepare financial projections and modular planning deliverables for our clients.
• Collaborate with our team to deliver Total Wealth Solutions complimentary departments (Tax Consulting, Tax Preparation, Insurance Solutions, Corporate Trustee, and Philanthropy), where appropriate, in drafting client projections and modular planning deliverables.
• Present and update client projections, and support more senior team members in the discovery, preparation, and delivery of modular planning deliverables to client families.
• Provide administrative support when required.
• Support team members on a variety of other client deliverables and administrative requirements.

Requirements:

• CFP designation is a MUST.
• TEP designation is an asset.
• College diploma or University degree.
• 2+ years of practical, financial planning experience.
• Planning involving Canadian corporations or trusts, and/or cross-border planning is an asset.
• Experience with Conquest Planning or Naviplan software in the last two years is preferred.
• Exposure to planning for Canadian operating, professional and holding corporations, and private trusts, is an asset.
• Working knowledge of Canadian financial planning and its key concepts.
• U.S. financial planning background is an asset.
• Working knowledge of all Canadian investment solution structures and accounts.
• Identifying client opportunities and providing potential solutions to client challenges throughout the planning process that aligns with goals-based planning.
• Excellent time management, organizational, multi-tasking, and prioritizing skills.
• Ability to juggle multiple, competing deadlines in a high-volume and demanding environment while maintaining attention to detail.
• Ability to work independently as well as collaboratively within a team environment.
• Exercise tact and the utmost discretion in the handling of client private, confidential information and collaborating with their other professional advisors.

Remuneration:

Remuneration for this role consists of a competitive base salary starting at $85K+ depending on experience, a strong bonus program, RSP matching, a great benefit program, and upward mobility.

For a confidential discussion about this opportunity, please reach out to Jennifer Maier at [e-mail].

Summit Search Group has a strong commitment to Diversity, Equality and Inclusion. We strive for continuous development, modeling inclusive behaviors and proactively managing bias throughout our process.