Associate Wealth Planner

2 weeks ago

Calgary, Canada The WealthCo Group of Companies Full time

The WealthCo Group of Companies (“WealthCo”) is currently looking for an enthusiastic, engaged full time **Associate Wealth Planner** who will be an exceptional addition to our head office in Calgary, Alberta.

An entrepreneurial and innovative spirit are highly valued at WealthCo and align to our core values. Team members are encouraged to work within their unique ability. By doing what we are passionate about on a daily basis, we become more productive, engaged, and successful.

The key focus of an Associate Wealth Planner at WealthCo is to support advisors and planners and assist the team in developing and implementing financial plans for individuals, business owners and corporate executives and professionals.

You will support the company’s goals through these key accountabilities:

- Responsible to adhere to all compliance and regulatory requirements as set out by the firm and other regulatory bodies.
- Preparation of financial plans including assets, liabilities, cash flow, insurance, tax information, and financial objectives.
- Responsible for follow up and scheduling of client meetings
- Accountability for implementation of financial plans including required paperwork.
- Collaborate with and support Integrated Advisory Network members experience.
- Effective communication between clients and other professionals (i.e., accountants, internal team).
- Act as a liaison between clients & advisors; ensuring effective communication between clients and other professionals (i.e., accountants, internal team).
- Attend client’s meetings and document actions and notes
- Support the team in utilizing and maintaining CRM
- Utilize and Maintain data via our Customer Relationship Management databases. Use the processes and systems available.
- Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
- College/University Degree or equivalent experience
- Minimum of 3 years work experience in accounting, tax, financial planning or financial services
- CPA, CFP or QAFP designation considered an asset
- Proactive - you take the initiative to ask, learn, and make things happen.
- Ability to handle multiple project and requests, prioritize, and respond quickly and efficiently.
- Strong client service skills.
- Excellent written and verbal communication skills.
- Ability to handle confidential information in a professional manner.
- Intermediate level of proficiency with the Microsoft Office suite.

WealthCo’s mission is to change the financial services industry. By leveraging the unique relationship between an accountant and their client, we are able to help better serve them through our Integrated Advisory model.

WealthCo serves our clients through Wealth Planning, Risk Management, Asset Management, Group Benefits, and Integrated Advisory across Western Canada.

WealthCo offers competitive salaries based on education and experience, incentive plans, ongoing education and professional development, opportunities for advancement and excellent benefits which include RRSP matching.

While we thank everyone for their interest, we are only able to contact applicants selected for an interview.

**Salary**: $55,000.00-$65,000.00 per year

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Tuition reimbursement

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- Calgary, AB T2C 3E7: reliably commute or plan to relocate before starting work (preferred)

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- investment industry: 3 years (preferred)

Work Location: In person

Application deadline: 2023-05-31
Expected start date: 2023-05-08

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