Senior Financial Planner: Retirement & Wealth Strategy

Richardson Wealth Limited; Calgary; Hybrid; CAD 90,000 - 150,000; Full time

Job summary

Richardson Wealth Limited is seeking an experienced Financial Planner in Calgary to join our growing team. You will develop and continually enhance our comprehensive planning processes, preparing retirement, tax, estate and cash flow plans using Planworth, and presenting recommendations to clients.

You will collaborate with advisors, portfolio managers and support staff to maintain a high-quality planning experience, while building client relationships and contributing to the practice's

Qualifications

• Minimum 5 years hands-on experience in retirement, tax, estate, cash flow and wealth planning.
• CFP or PFP designation.
• Experience preparing and presenting comprehensive financial plans, ideally for high-net-worth families.
• Proficiency with Planworth or comparable planning software and ability to become proficient quickly.
• Solid knowledge of Canadian personal and estate tax as it applies to planning.
• Excellent verbal and written communication in English.
• Strong organization and time management; able to handle multiple plans and deadlines.
• Ability to take initiative and work independently while contributing to a collaborative team.
• Genuine passion for financial planning and building a long-term career with the team.

Responsibilities

• Lead and continue to enhance the financial planning process, including how plans are built, presented, documented and maintained.
• Serve as the internal subject matter expert on Planworth, developing templates, standards and workflows for consistency and scalability.
• Establish and run an ongoing plan review cycle to revisit client plans regularly.
• Refine the client-facing planning experience from discovery through to presentation and follow-up.
• Build retirement projections, cash flow models, scenario analyses and stress tests for high-net-worth clients.
• Develop tax planning strategies across accumulation and decumulation phases and CPP/OAS analysis.
• Identify estate planning and wealth transfer opportunities and related structures.
• Support family continuity planning and next-generation engagement.
• Present plans and recommendations in clear language and translate output into a prioritized action list.
• Collaborate with team members to ensure planning insight informs portfolio and client strategy.

Skills

Financial planning experience

Plan presentation

English communication

Initiative

Education

CFP or PFP designation

Bachelor's or higher in Business/Finance/Economics/Accounting

Tools

Planworth

Planning software

Job description

Richardson Wealth Limited is seeking an experienced Financial Planner in Calgary to join our growing team. You will develop and continually enhance our comprehensive planning processes, preparing retirement, tax, estate and cash flow plans using Planworth, and presenting recommendations to clients.

You will collaborate with advisors, portfolio managers and support staff to maintain a high-quality planning experience, while building client relationships and contributing to the practice's