Financial Planner

Griffith & Associates Financial & Estate Planning Services Ltd; Calgary; Presencial; CAD 70 000 - 120 000; Tempo integral

Resumo da oferta

Griffith & Associates Financial & Estate Planning Services Ltd. is seeking a detail-oriented Financial Planner to join our planning team in Calgary.

You will work alongside the Lead Financial Planner to develop financial plans and recommendations based on client meetings and advisor direction. Responsibilities include analyzing financial data, presenting scenarios, creating income plans, preparing meetings, maintaining records, and collaborating with accountants and attorneys to deliver

Qualificações

• CFP/PFP/QAFP designation is mandatory.
• Provincial Life Insurance license is preferred but not mandatory.
• Conquest, Salesforce, and Naviplan experience is an asset.
• Knowledge & experience 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 a CRM is essential.
• Willing to take applicable industry courses and professional development.

Responsabilidades

• Analyze financial data and create tailored financial plans.
• Create recommendations and scenarios to present to the clients.
• Create Income plans.
• Meeting preparation and follow-up.
• Maintain detailed records of financial plans and client interactions.
• Collaborate with other financial professionals (e.g., accountants, attorneys).

Conhecimentos

Detail oriented

Team player

Client service focus

Communication skills

Independent worker

Formação académica

CFP/PFP/QAFP designation

Provincial Life Insurance license

University degree or college diploma

Ferramentas

Conquest

Salesforce

Naviplan

Descrição da oferta de emprego

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 $500m in assets.

We are looking for a detailed and experienced Financial Planner to join our planning team. Along with the Lead Financial Planner, you would be responsible for creating financial plans and recommendations based on the Advisor's direction from their client meetings.

Key Responsibilities:

• Analyze financial data and create tailored financial plans.
• Create recommendations and scenarios to present to the clients
• Create Income plans.
• Meeting preparation and follow-up.
• Maintain detailed records of financial plans and client interactions.
• Collaborate with other financial professionals (e.g., accountants, attorneys).

Qualifications & Requirements:

• Certified Financial Planners (CFP) designation, Personal Financial Planner (PFP) or QAFP (Mandatory).
• Provincial Life Insurance license, including Accident & Sickness (preferred but not mandatory).
• Conquest, Salesforce, and Naviplan experience is an asset.
• Knowledge & experience of industry legislation, rules, and requirements.
• University degree or College diploma (preferred but not mandatory).
• Proficiency in MS Word, MS Excel, MS PowerPoint, and a CRM is essential.
• Willing to take applicable industry courses and professional development.

Skills and Abilities:

• Team player with the ability to work in a busy, fast-paced office environment.
• Ability to effectively self-manage a multitude of activities.
• Common sense approach to problem-solving.
• Take pride in the quality of work.
• Have a strong client service focus.
• Have a strong attention to detail.
• Professional verbal and written communication skills.
• Ability to learn and work independently, but also as a strong team member.
• Have a career focus, motivated by the growth of the firm, with potential for development.
• Motivated to learn and develop.
• Initiate continuous development (personal, professional, computer).

Education:

• Certified Financial Planners (CFP) designation, Personal Financial Planner (PFP) or QAFP (Mandatory)
• Provincial Life Insurance license, including Accident & Sickness (preferred but not mandatory).