Senior Wealth

3 days ago

Calgary AB, Canada Three60 Wealth & Estate Solutions Inc. Full time

Three60 Wealth is looking for a Senior Wealth & Estate Planner to join its team in Calgary. We are looking for an excellent planner who is great with people and interested in working with the Three60 team to achieve its vision.

The Opportunity:

Three60 is a Family Office that provides financial planning services to business owners and high-net-worth families. We help each family we work with identify and attain its own unique legacy goals. In this hands-on role, you’ll work with Three60’s clients to identify their goals and take the steps required to implement those goals so they become a reality.

Our clients have complex needs, so we are looking for an experienced professional to fill this role. In this role, you can expect to:

· Lead clients through our proprietary goals-based discovery process

· Draft customized planning memos, financial plans, retirement projections, and personal financial statements for clients

· Identify planning opportunities and deliver high-value planning advice

· Develop great relationships with clients

· Assist clients in implementing planning recommendations

· Stay current with industry and financial planning concepts through rigorous continuing education

· Contribute in other ways to client and team success as required

Qualifications/Attributes:

· Must have at least 10 years of experience in financial planning

· Must have the CFP designation, and be open to continuing education.

· Ideally, possess one or more of the following:
CLU, TEP, CA

· Extensive experience using either Conquest or Navi Plan software. Conquest is preferred.

· Must be detail-oriented.

· Must be client-focused and have great communication skills

· Strong analytical skills with an ability to summarize detailed information clearly

· Excellent knowledge of retirement planning and estate planning

· Experience in dealing with investment planning

· Superior verbal and written communication skills

· Ability to work independently as well as on a team

What Three60 will offer you:

Three60 offers a close-knit team environment, a great work-life balance, competitive compensation based on your experience, and a commitment to your personal growth and development in the financial planning industry. Being independent, we encourage an entrepreneurial spirit and ideas on how to develop and grow the business.

How to Apply

Please submit your resume and cover letter by email to:
info@three60wealth.ca

While we appreciate the interest of all applicants, we will only be replying to those who are selected for an interview.

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