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Senior Financial Planner, CFP
2 months ago
Senior Financial Planner (CFP) Opportunity
Blue Chip Recruiting Ltd. is seeking a Senior Financial Planner (CFP) to join their team in a distinguished Wealth Management Firm in Calgary.
This Firm is known for its commitment to providing exceptional service and building strong relationships with high net worth (HNW) and business owner clients. They are currently undergoing a digital transformation and have exciting growth prospects ahead.
Key Responsibilities
- Develop comprehensive financial plans based on client needs and goals.
- Collaborate with internal and external partners to support clients and provide tailored solutions.
- Ensure compliance with industry standards and regulatory requirements to maintain a high level of professionalism.
- Contribute to the creation of financial planning materials and client-facing content to enhance the client experience.
- Build strong relationships within the Wealth and Financial Group to drive business growth and success.
Requirements
- University degree in a related field, such as finance, accounting, or business.
- Certified Financial Planner (CFP) designation to demonstrate expertise and commitment to the field.
- Extensive experience in financial planning, particularly with HNW and business owner clients.
- Strong prioritization and teamwork skills to manage multiple clients and projects simultaneously.
- Minimum 10 years of experience in the financial planning industry, with at least 5 years in a client-facing role.
About the Firm
This Firm is a leading provider of financial planning services and products, with a strong emphasis on client satisfaction and a collaborative approach. They offer a range of services, including financial planning, investment management, and wealth management. Joining this team means being part of a high-growth organization with a bright future ahead.
