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Senior Financial Strategist

2 months ago

Calgary, Alberta, Canada The Wealth Council Full time
About The Wealth Council

We are a leading financial services company dedicated to providing exceptional wealth management solutions to our clients.

Job Summary

We are seeking a highly skilled Senior Financial Planner to join our team at The Wealth Council. As a Senior Financial Planner, you will be responsible for providing expert financial planning and advisory services to our clients.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situations.
  • Provide ongoing financial guidance and support to clients, including investment advice, tax planning, and estate planning.
  • Collaborate with other financial professionals to ensure seamless delivery of financial services to clients.
  • Stay up-to-date with industry trends, regulatory changes, and best practices in financial planning.
  • Contribute to the development of new business opportunities and partnerships.
Requirements
  • Minimum 5 years of experience in financial planning and advisory services.
  • Strong knowledge of financial planning principles, investment products, and tax laws.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Professional certification in financial planning (e.g. CFP, PFS) is an asset.