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Senior Financial Planner

4 months ago

Calgary, Canada Veres Career Consulting Full time

Veres Career is searching for an outstanding Senior Financial Planner for our client, a wealth management firm in Alberta.

This is a job for an innovative & entrepreneurial Investment Planner who is passionate about helping their clients feel secure about every aspect of their financial plan.
In order to help our clients with every aspect of their financial lives, both business & personal, we partner with a network of CPA firms. One of your key focuses will be working with these CPA partners in supporting, developing, & fostering client relationships.

So if you’re a CIM yourself, or are interested in working more closely with that community, this could be the job for you. In addition, you’ll be working directly with clients to build plans & strategies they can use to meet their financial goals.

What’s Required?
Other than an entrepreneurial approach and a willingness to innovate here’s what will make you successful:

7+ years experience in investment planning
CFP and CIM designation
Demonstrated ability to maintain long-term client relationships
CPA designation is a plus

What You’ll Be Doing
Build relationships with CPA partner firms
Build investment plans for clients including advice on asset management, asset protection, retirement planning, business planning, & estate planning
Meeting with clients to determine information necessary to develop financial plans
Expand new & existing clients by introducing them to the firm’s services when needed

What’s In It For You?
You’ll get to work every day with a team of collaborative, sharp, passionate professionals. Plus:
Remote role with travel to client meetings, etc
Competitive base salary of $90-120K Competitive salary, plus bonus, benefits & PTO
Working & growing alongside accomplished leaders in the wealth management industry
Ongoing education
Innovative technology
Room to grow and do what you do best. We believe that by doing what we’re passionate about daily, we become more productive, engaged, and successful.

Are you ready to help our client change the financial services industry?
We’re looking for someone to join our client’s team right away, so get in touch to interview today