The Wealth Council
Senior Financial Planner in Calgary, AB
Job Description
The Wealth Council is looking for a Senior Financial Planner skilled in wealth management. This Calgary-based role offers hybrid or remote options to best suit your professional lifestyle.
In this position, you will engage with high-net-worth clients to develop tailored financial strategies, ensuring their financial well-being. The role emphasizes effective communication, adept analytical skills, and the ability to work collaboratively while maintaining exceptional client service standards.
Key Responsibilities:
• Deliver comprehensive financial planning services to clients
• Prepare detailed reviews of investments and tax implications
• Perform insurance analyses, modeling, and recommendations
• Manage and interpret financial documents for clients
• Contribute to developing financial planning policies
Requirements:
• 5+ years of experience in financial planning
• PFP or CFP certified
• Proficient in...
In this position, you will engage with high-net-worth clients to develop tailored financial strategies, ensuring their financial well-being. The role emphasizes effective communication, adept analytical skills, and the ability to work collaboratively while maintaining exceptional client service standards.
Key Responsibilities:
• Deliver comprehensive financial planning services to clients
• Prepare detailed reviews of investments and tax implications
• Perform insurance analyses, modeling, and recommendations
• Manage and interpret financial documents for clients
• Contribute to developing financial planning policies
Requirements:
• 5+ years of experience in financial planning
• PFP or CFP certified
• Proficient in...