Senior Financial Planner, CFP

Blue Chip Recruiting Ltd.; Calgary; On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading financial service firm in Calgary is seeking a Senior Financial Planner to enhance client relationships and deliver tailored financial planning solutions. This role requires a passionate individual dedicated to high-net-worth clients with extensive experience in financial planning. Join a collaborative team committed to exceptional client service and continual learning.

Benefits

Professional development opportunities

Collaborative environment

Qualifications

• 10 years financial planning industry experience with 5 in a client-facing role.
• Strong understanding of financial planning strategies for HNW and business owners.
• Commitment to continuous learning in financial planning.

Responsibilities

• Engage clients and analyze financial information for comprehensive financial plans.
• Collaborate with client professional teams to ensure effective plan implementation.
• Create training materials and deliver them through various channels.

Skills

Emotional Intelligence

Client Service

Communication

Presentation

Teamwork

Education

University degree in a related discipline

Job description

Our Wealth Management client is looking for a Senior Financial Planner (CFP) in the Calgary area to join them. The Team includes a diverse group of financial experts and industry veterans who strive every single day to achieve strong results for their clients. Besides growing their clients’ financial futures, this Firm looks beyond the numbers, offering a human approach, and a commitment to relationship building and the community. Join a high growth Firm with an exciting path forward, with a new digital strategy and brand integration nationally. Let’s talk!

The opportunity

• Engage with clients in the discovery process and conduct analysis of raw financial information to provide industry leading comprehensive or modular financial plans.
• Provide exceptional service and strong communication that ensures client retention and leads to client advocacy.
• Through strong partnerships, provide fulsome support and expert guidance with

o Client Portfolio Managers to facilitate expanded relationships with existing and new clients.

o Key experts (legal, accounting, tax) and clients’ advisors to identify the best planning strategies to meet clients’ needs.

o Para-Planning Associates to create operational efficiency and enhance the financial planning experience.

• Collaborate with client professional team to ensure plans are implemented properly and efficiently.
• Follow and adhere to the standards set by the Firm’s financial planning framework and FP Canada Standards Council Standards of Professional Responsibility.
• Implement programs and procedures to ensure administration is functioning effectively and complies with applicable policies and regulatory requirements in all areas.
• Support the Firm’s training through the creation of financial planning materials; facilitate delivery by different means including webinars, conference calls, etc.
• Actively support the brand and assist in, or lead, creation of client facing financial planning related materials (i.e. articles, documents, reports, blogs).
• Proactively build solid working relationships with the entire Wealth and Financial Group including the Firm’s affiliate brands.

Setting you up for Success

The successful incumbent will be an established Financial Planner whose focus is dedicated to building, fostering & sustaining meaningful client relationships. Passionate about working with High Net Worth (HNW) and business owner clients – you are motivated by using financial planning principles and strategies to develop tailored approaches to meet the complex financial needs of clients. Your reputation of ethical & professional behavior is well established. You demonstrate a high level of emotional intelligence, experience, and confidence to work with the clients and their professional advisors in the delivery of financial planning and product solutions. You have excellent presentation, communication, and interpersonal skills and a demonstrated passion for exceptional client service. You are deeply committed to continuous learning and development in financial planning and industry knowledge. You have been looking for the right opportunity!

Core knowledge requirements

• University degree in a related discipline.
• Confident and deep understanding of financial planning strategies for HNW and business owners; expert knowledge in tax, estate, and succession planning.
• Ability to succeed in a dynamic environment arising from diverse responsibilities, complex processes, multiple stakeholders, and shifting deadlines by utilizing effective prioritization, planning, escalation, and teamwork.

Demonstrated experience

• 10 years financial planning industry experience with 5 in a client facing Financial Planning role

The Firm

The Firm is an organization with an engaged branch network and unique growth opportunity. They provide discretionary portfolio management as well as a range of financial planning, products, and services. The team is highly collaborative, and they do what is best for clients above all else. The Firm is currently in a high growth phase and has an exciting path forward with a new digital strategy and brand integration nationally