Wealth Planning Specialist for High-Net-Worth Clients

Klopp Richards & Associates; Calgary; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Calgary is looking for a Financial Planner to deliver innovative wealth management solutions for high-net-worth clients. The ideal candidate will have strong analytical and communication skills, a CFP designation, and a minimum of 10 years of experience in financial planning. This role offers the opportunity to work in a dynamic, fast-paced environment, collaborating closely with clients and team members to enhance their financial portfolios.

Qualifications

• Certified Financial Planner (CFP) designation required.
• Insurance licensed - Life and A&S.
• Minimum of 10 years financial planning experience preferred.

Responsibilities

• Communicate with clients regarding the Wealth Planning Process.
• Create and analyze Wealth Planning outcomes.
• Provide financial planning updates as circumstances change.

Skills

Detail-oriented

Strong analytical skills

Excellent communication skills

Time management skills

Education

Bachelor’s degree in business administration or finance

Tools

Microsoft Office Suite

Naviplan

Conquest

Job description

A leading financial services firm in Calgary is looking for a Financial Planner to deliver innovative wealth management solutions for high-net-worth clients. The ideal candidate will have strong analytical and communication skills, a CFP designation, and a minimum of 10 years of experience in financial planning. This role offers the opportunity to work in a dynamic, fast-paced environment, collaborating closely with clients and team members to enhance their financial portfolios.