Wellington-Altus
Calgary-Based Financial Planner Position
Job Description
Shape the future of high-net-worth clients with Wellington-Altus in Calgary as a Financial Planner. This role combines comprehensive financial planning and active relationship management.
As part of a dedicated team reporting to the Senior Wealth Advisor, you will be responsible for developing customized financial strategies. Your ability to understand client needs and deliver exceptional service will drive client satisfaction and business growth. Experience in wealth management is advantageous for this position.
Key Responsibilities:
• Analyze and maintain clients’ financial plans
• Provide tailored advice on investments and insurance
• Conduct frequent client meetings for strategy discussions
• Drive initiatives to expand the client base
• Manage client documentation with high confidentiality
Requirements:
• Degree in finance, accounting, or related area
• 3-5 years in a client service financial role
...
As part of a dedicated team reporting to the Senior Wealth Advisor, you will be responsible for developing customized financial strategies. Your ability to understand client needs and deliver exceptional service will drive client satisfaction and business growth. Experience in wealth management is advantageous for this position.
Key Responsibilities:
• Analyze and maintain clients’ financial plans
• Provide tailored advice on investments and insurance
• Conduct frequent client meetings for strategy discussions
• Drive initiatives to expand the client base
• Manage client documentation with high confidentiality
Requirements:
• Degree in finance, accounting, or related area
• 3-5 years in a client service financial role
...