Senior Financial Planner — Wealth Strategy & Planning

Richardson Wealth Ltd; Calgary; On-site; CAD 85,000 - 130,000; Full time

Job summary

Richardson Wealth Ltd. is seeking an experienced Financial Planner to join our Calgary team. You will lead and continually enhance our comprehensive wealth planning process using Planworth, preparing retirement, tax, estate and cash flow plans, and presenting recommendations to clients.

You will collaborate with advisors and support staff to deliver a best-in-class planning experience and establish a structured client review process aligned to life changes and goals.

Qualifications

• Minimum 5 years of hands-on retirement, tax, estate and wealth planning experience.
• CFP or PFP designation is required.
• Experience preparing and presenting comprehensive financial plans, ideally for high-net-worth families.
• Proficiency with Planworth or similar planning software and ability to learn quickly.
• Solid knowledge of Canadian personal and estate tax as it applies to planning.
• Excellent verbal and written English communication skills.
• Strong organization and time management with ability to manage multiple plans.
• Initiative and ability to work independently while contributing to a team.

Responsibilities

• Lead and enhance the financial planning process using Planworth.
• Prepare retirement projections, tax, estate and cash flow plans, and present recommendations.
• Establish and run ongoing plan reviews to keep plans current with changes.
• Translate planning outputs into a prioritized action list for clients.
• Collaborate with advisors, portfolio managers and support staff to integrate planning with client strategy.

Skills

Retirement planning

Tax planning

Estate planning

English communication

Independent yet collaborative

High-net-worth experience

Education

Undergraduate or postgraduate degree in Business, Economics, Finance, or Accounting

CFP or PFP designation

Tools

Planworth

Job description

Richardson Wealth Ltd. is seeking an experienced Financial Planner to join our Calgary team. You will lead and continually enhance our comprehensive wealth planning process using Planworth, preparing retirement, tax, estate and cash flow plans, and presenting recommendations to clients.

You will collaborate with advisors and support staff to deliver a best-in-class planning experience and establish a structured client review process aligned to life changes and goals.