Senior Wealth Planner for High-Net-Worth Clients

Klopp Richardsand Associates; Calgary; On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading financial services firm in Calgary seeks a Financial Planner to provide dynamic wealth planning solutions for high-net-worth clients. The ideal candidate will have strong analytical skills, a CFP designation, and a minimum of 10 years' experience in financial planning or wealth management. This role requires excellent communication skills and the ability to foster strong client relationships. Competitive full-time position available.

Qualifications

• Minimum of 10 years of financial planning or wealth management experience.
• Detail-oriented and highly organized.
• Excellent interpersonal and communication skills.

Responsibilities

• Communicate with clients concerning all aspects of the Wealth Planning Process.
• Create and strategize Wealth Planning outcomes for clients.
• Provide timely financial planning updates based on client circumstances.

Skills

Certified Financial Planner (CFP)

Insurance licensed - Life and A&S

Financial Planning

Wealth Management

Microsoft Office Suite

Financial Planning Tools

Education

Bachelor's degree in business administration or finance

Tools

Naviplan

Conquest

Job description

A leading financial services firm in Calgary seeks a Financial Planner to provide dynamic wealth planning solutions for high-net-worth clients. The ideal candidate will have strong analytical skills, a CFP designation, and a minimum of 10 years' experience in financial planning or wealth management. This role requires excellent communication skills and the ability to foster strong client relationships. Competitive full-time position available.