Senior Financial Planner

7 days ago


Greater Calgary Metropolitan Area, Canada Veres Career Consulting Full time

Veres Career is seeking a Senior Financial Planner for a wealth management firm in Alberta.

If you're an innovative Investment Planner who loves helping clients secure their financial future, this could be the gig for you.

Working closely with CPA firms, you'll nurture client relationships and play a key role in their financial journey.

Requirements:

  • 7+ years experience in investment planning
  • Hold CFP and CIM designation
  • Proven track record of maintaining client relationships
  • CPA designation is a bonus

Responsibilities:

  • Collaborate with CPA partners
  • Create tailored investment plans covering asset management, asset protection, retirement, business, & estate planning
  • Meet clients to gather necessary information for financial plans
  • Introduce clients to firm's services to expand client base

Benefits:

  • Remote position with occasional travel
  • Base salary $90-120K, bonus, benefits & PTO
  • Work alongside industry leaders
  • Continuous education and cutting-edge technology
  • Room for personal and professional growth

If you're ready to make an impact in the financial sector, reach out to us today to join our client's team



  • Calgary, Canada Blue Chip Recruiting Ltd. Full time

    Our Wealth Management client is looking for a Senior Financial Planner (CFP) in the Calgary area to join them. The Team includes a diverse group of financial experts and industry veterans who strive every single day to achieve strong results for their clients. Besides growing their clients’ financial futures, this Firm looks beyond the numbers, offering a...


  • Calgary, Canada Blue Chip Recruiting Ltd. Full time

    Our Wealth Management client is looking for a Senior Financial Planner (CFP) in the Calgary area to join them. The Team includes a diverse group of financial experts and industry veterans who strive every single day to achieve strong results for their clients. Besides growing their clients’ financial futures, this Firm looks beyond the numbers, offering a...


  • Calgary, Canada Campus Support Full time

    We are happy to say that we are lookingfor a Student Financial Planner to join Reeves College - Calgary South Campus. Position Job Title: Student Financial Planner Reports to: Campus Director Hours: 40 hours a week between 8:00 am to 5 pm Software Knowledge: Microsoft Suite Pay: $40,000 - $42,000 Duration: 1 year Maternity Coverage...


  • Calgary, Canada Campus Support Full time

    We are happy to say that we are lookingfor a Student Financial Planner to join Reeves College - Calgary South Campus. Position Job Title: Student Financial Planner Reports to: Campus Director Hours: 40 hours a week between 8:00 am to 5 pm Software Knowledge: Microsoft Suite Pay: $40,000 - $42,000 Duration: 1 year Maternity Coverage...


  • Calgary, Alberta, Canada Campus Support Full time

    We are happy to say that we are lookingfor a Student Financial Planner to join Reeves College - Calgary South Campus. Position Job Title: Student Financial Planner Reports to: Campus Director Hours: 40 hours a week between 8:00 am to 5 pm Software Knowledge: Microsoft Suite Pay: $40,000 - $42,000 Duration: 1 year Maternity Coverage WHAT WILL...


  • Calgary, Canada Campus Support Full time

    We are happy to say that we are lookingfor a Student Financial Planner to join Reeves College - Calgary South Campus. Position Job Title: Student Financial Planner Reports to: Campus Director Hours: 40 hours a week between 8:00 am to 5 pm Software Knowledge: Microsoft Suite Pay: $40,000 - $42,000 Duration: 1 year Maternity Coverage...

  • Senior Wealth Planner

    4 weeks ago


    Calgary, Canada Wellington-Altus Full time

    Senior Wealth Planner Location: This position will be based out of our Calgary, or Edmonton office. Our organization : Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,...

  • Senior Wealth Planner

    3 weeks ago


    Calgary, Canada Wellington-Altus Full time

    Senior Wealth Planner Location: This position will be based out of our Calgary, or Edmonton office. Our organization : Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,...


  • Calgary, Canada DGA Careers Full time

    Associate Advisor/Financial Planner About the Job Our client is seeking a driven Associate Advisor/Financial Planner to join their boutique financial services practice. They specialize in Wealth Management, Financial Planning, Insurance, and Group Benefits, offering their clients a comprehensive r

  • Senior Planner

    7 days ago


    Calgary, Alberta, Canada City of Calgary Full time

    If you are committed to public service, enjoy collaborating with others, share our values and have a desire to learn and grow, joinThe City of Calgary. City employees deliver the services, run the programs and operate the facilities which make a difference in our community. We support work-life balance, promote physical and psychological safety, and offer...

  • Senior Planner

    3 weeks ago


    Calgary, Canada City of Calgary Full time

    If you are committed to public service, enjoy collaborating with others, share our values and have a desire to learn and grow, joinThe City of Calgary. City employees deliver the services, run the programs and operate the facilities which make a difference in our community. We support work-life balance, promote physical and psychological safety, and offer...


  • Calgary, Canada BDO Full time

    Putting people first, every day   BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and...


  • Calgary, Canada BDO Full time

    Putting people first, every day   BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and...

  • Senior Wealth Planner

    2 weeks ago


    Calgary, Canada Wellington-Altus Private Wealth Inc. Full time

    Location: This position will be based out of our Calgary, or Edmonton office.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth...

  • Senior Wealth Planner

    2 weeks ago


    Calgary, Canada Wellington-Altus Private Wealth Inc. Full time

    Location: This position will be based out of our Calgary, or Edmonton office.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth...


  • Calgary, Alberta, Canada DGA Careers Full time

    Associate Advisor/Financial PlannerAbout the JobOur client is seeking a driven Associate Advisor/Financial Planner to join their boutique financial services practice. They specialize in Wealth Management, Financial Planning, Insurance, and Group Benefits, offering their clients a comprehensive range of services including in-house accounting, estate law,...


  • Calgary, Canada DGA Careers Full time

    Associate Advisor/Financial PlannerAbout the JobOur client is seeking a driven Associate Advisor/Financial Planner to join their boutique financial services practice. They specialize in Wealth Management, Financial Planning, Insurance, and Group Benefits, offering their clients a comprehensive range of services including in-house accounting, estate law,...


  • Calgary, Canada DGA Careers Full time

    Associate Advisor/Financial PlannerAbout the JobOur client is seeking a driven Associate Advisor/Financial Planner to join their boutique financial services practice. They specialize in Wealth Management, Financial Planning, Insurance, and Group Benefits, offering their clients a comprehensive range of services including in-house accounting, estate law,...


  • Calgary, Canada DGA Careers Full time

    Associate Advisor/Financial Planner About the Job Our client is seeking a driven Associate Advisor/Financial Planner to join their boutique financial services practice. They specialize in Wealth Management, Financial Planning, Insurance, and Group Benefits, offering their clients a comprehensive range of services including in-house accounting, estate law,...


  • Greater Sudbury, Canada MD Financial Management Full time

    Is this role right for you? In this role you will: Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.  As part of a broader network of MD financial experts you will facilitate a team approach by actively referring clients to MD Private Investment Counsel (discretionary...