Financial Planner
4 weeks ago
OverviewOur client is an industry leader offering full-service financial services to their clients focusing on their needs and finding solutions for wealth management solutions. They are looking for a Financial Planner that creates, analyzes, delivers, and supports custom wealth plans for high-net-worth clients.This is a challenging position where you get to collaborate with team members and provide clients with a dynamic wealth planning experience. You will be working in a fast-paced environment where you help your client’s portfolio grow by applying your innovative ideas in areas such as cash flow, retirement, estate, education, insurance, and tax planning needs for your clients. You will assist clients, Senior Portfolio Managers, and Senior Relationship Managers make timely adjustments and test scenarios, offering a range of outcomes for informed decisions.ResponsibilitiesCommunicate directly with current and potential clients concerning all aspects of the Wealth Planning Process, including engagement letters, document requests, wealth questionnaires, follow-up inquiries, and related matters;Create, analyze and strategize Wealth Planning outcomes and follow through on helping client implement to meet stated objectives;Provide timely and dynamic financial planning updates based on the client changing financial circumstances;Establish a continuous, strong relationship with clients to gain a thorough understanding of their current situations, thereby enabling the provision of valuable, proactive planning and strategic advice and solutions;Develop, refine and maintain written systems of all wealth planning activities;Supports team with preparation of materials for client meetings;Create and/or find marketing articles related to Wealth Planning strategies.Skills and QualificationsCertified Financial Planner (CFP) designation and in current good standing;Insurance licensed - Life and A&S;Minimum of 10 years of financial planning, wealth management, and/or risk management experience. Will consider candidates with less experience if educational background demonstrates knowledge in these areas and attitude toward excelling in this field;Bachelor’s degree in business administration, financial services, accounting, finance, or similar field of study a benefit but not mandatory;Detail-oriented and highly organized;Strong analytical and time management skills;Excellent interpersonal and communication skills;A genuine interest in serving and caring for people;Proficiency with Microsoft Office Suite;Experienced users of financial planning tools: Naviplan, Conquest etc.For immediate consideration of this exciting opportunity, please contact Caelly quoting job posting #5060 at ccampbell@klopprichards.com.Klopp Richards & Associates would like to thank all applicants in advance for their expressed interest in this opportunity. #J-18808-Ljbffr
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Financial Planner
7 days ago
Calgary, Alberta, Canada Klopp Richardsand Associates Full time $80,000 - $120,000 per yearJob DescriptionOur client is an industry leader offering full-service financial services to their clients focusing on their needs and finding solutions for wealth management solutions. They are looking for a Financial Planner that creates, analyzes, delivers, and supports custom wealth plans for high-net-worth clients. This is a challenging position where...
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Financial Planner
4 weeks ago
Calgary, Canada Klopp Richards & Associates Full timeOverviewOur client is an industry leader offering full-service financial services to their clients focusing on their needs and finding solutions for wealth management solutions. They are looking for a Financial Planner that creates, analyzes, delivers, and supports custom wealth plans for high-net-worth clients.This is a challenging position where you get to...
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Financial Planner
3 weeks ago
Calgary, Canada Klopp Richards & Associates Full timeOverview Our client is an industry leader offering full-service financial services to their clients focusing on their needs and finding solutions for wealth management solutions. They are looking for a Financial Planner that creates, analyzes, delivers, and supports custom wealth plans for high-net-worth clients. This is a challenging position where you get...
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Financial Planner
3 weeks ago
Calgary, Canada Klopp Richardsand Associates Full timeJob Description Our client is an industry leader offering full-service financial services to their clients focusing on their needs and finding solutions for wealth management solutions. They are looking for a Financial Planner that creates analyzes delivers and supports custom wealth plans for high-net-worth clients. This is a challenging position where you...
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Senior Financial Planner
3 weeks ago
Calgary, Canada The Wealth Council Full timeSchedule: 5 days per week (business hours) Compensation: To be discussed At The Wealth Council, our clients expect the best quality financial advice available. We invest in our employees in order to ensure this level of service is consistently provided. We are currently hiring a Senior Financial Planner to work on a dynamic array of high-net-worth and...
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Senior Financial Planner
3 weeks ago
Calgary, Canada The Wealth Council Full timeSchedule: 5 days per week (business hours) Compensation: To be discussed At The Wealth Council, our clients expect the best quality financial advice available. We invest in our employees in order to ensure this level of service is consistently provided. We are currently hiring a Senior Financial Planner to work on a dynamic array of high-net-worth and...
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Senior Financial Planner
4 weeks ago
Calgary, Canada The Wealth Council Full timeSchedule: 5 days per week (business hours) Compensation: To be discussed At The Wealth Council, our clients expect the best quality financial advice available. We invest in our employees in order to ensure this level of service is consistently provided. We are currently hiring a Senior Financial Planner to work on a dynamic array of high-net-worth and...
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Financial Planner
7 days ago
Calgary, Alberta, Canada TD Full time $60,000 - $70,000Work Location:Calgary, Alberta, CanadaHours:37.5Line of Business:TD WealthPay Details:$60,000 - $70,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...
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Bilingual Financial Planner
4 weeks ago
Calgary, Canada RBC Full timeA leading financial institution is seeking a Financial Planner in Calgary to provide customized investment solutions for clients. The role involves networking, client acquisition, and collaboration with internal partners to meet client needs. Successful candidates will have a financial planning designation and experience in client acquisition. Flexible...
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Bilingual Financial Planner
3 weeks ago
Calgary, Canada RBC Full timeA leading financial institution is seeking a Financial Planner in Calgary to provide customized investment solutions for clients. The role involves networking, client acquisition, and collaboration with internal partners to meet client needs. Successful candidates will have a financial planning designation and experience in client acquisition. Flexible...
