Financial Planning Expert for High-Net-Worth Clients

7 days ago

Calgary, Alberta, Canada The Wealth Council Full time

About The Wealth Council

We are a dynamic wealth management firm dedicated to delivering exceptional financial advice and results to our clients. Our team is passionate about making a real impact in the industry through a differentiated client experience.

Job Summary

We are seeking a highly motivated Senior Financial Planner to join our growing team in Calgary, AB. As a key member of our financial planning division, you will provide professional and efficient creation and updating of financial plans, as well as support our fintech programs and initiatives.

About the Role

The successful candidate will have 5 years of relevant experience and a strong background in financial planning, including accounting, finance, estate planning, insurance, investments, pensions, debt management, and tax planning. You will possess excellent analytical skills, with the ability to assess client requirements and financial statements to determine client needs.

You will work closely with our team to provide financial planning and strategic wealth management services to affluent clients and family businesses. Your responsibilities will include preparing and reviewing investment portfolio reviews, researching tax and financial planning issues, performing insurance needs analysis, and modeling outcomes using Microsoft Excel and other financial planning software tools.

Key Responsibilities

  1. Supporting the team to deliver financial planning and strategic wealth management services to high-net-worth clients and family businesses;
  2. Preparing and reviewing investment portfolio reviews, researching tax and financial planning issues, and performing insurance needs analysis;
  3. Modeling outcomes using Microsoft Excel and other financial planning software tools;
  4. Read, review, and discern important information from financial, investments, and insurance statements for integration into client account records;
  5. Servicing clients' and partners' general day-to-day portal requests and collaborating with team members to deliver;
  6. Checking data from various information sources to ensure compliance with established policies and standards;
  7. Carrying out data entry in the customer relationship management system, including producing various documents and reports for clients and advisors;
  8. Scheduling appointments, meeting preparation, and follow-up;
  9. Assisting in the annual review preparation and process;
  10. Ensuring the integrity of data between systems;
  11. Summarizing analysis and recommendations on financial, estate, and tax planning;
  12. Participating in developing policies, procedures, and financial/investment models for the team;
  13. Actively engaging in ongoing learning and development to continuously improve skills and knowledge;
  14. Other ad-hoc reporting and requests from team members on an as-needed basis.

Competencies

  • In-depth knowledge of financial planning, including accounting, finance, estate planning, insurance, investments, pensions, debt management, tax & financial planning;
  • In-depth knowledge of financial investment, including investment models, investment vehicles, and third-party investment policy statements, to assess risk and volatility for client assets and identify solutions appropriate for clients' unique circumstances;
  • In-depth knowledge of risk assessment and risk management principles to make recommendations on complex client financial issues;
  • Ability to assess client requirements and financial statements to determine client needs;
  • Comfortable working with large data sets and possessing an analytical mindset;
  • Analytical skills and the ability to understand, interpret, and report technical information;
  • Interpretation of financial, legal, and pension documents and making appropriate recommendations;
  • Possession of planning, organizational, and decision-making skills to plan, prioritize, and develop strategic financial/tax plans and decisions affecting clients' portfolios;
  • Strong problem-solving skills to analyze and synthesize clients' financial and personal information to create client profiles;
  • Possession of critical thinking skills to determine the financial planning options best suited to the client's situation;
  • Highly organized with the ability to prioritize in a dynamic and fast-paced work environment;
  • Exceptional interpersonal and relationship management skills to build trust with clients and colleagues;
  • Possession of leadership skills to provide technical guidance to other Financial Planners on assigned cases;
  • Ability to work as part of the wider team, as well as individually;
  • Excellent written and verbal communication skills;
  • Confidence to adapt to change;
  • Ability to be flexible in the work on a day-to-day basis;
  • Self-motivated, positive attitude, and a willingness to learn;
  • A team player mindset and always acting with integrity at the forefront of mind;
  • Excellent oral and written communication skills;
  • Proven ability to multi-task and prioritize in a fast-paced and changing environment;
  • Developed interpersonal and customer service skills;
  • Ability to exercise independence, tact, and discretion, as well as handle confidential information;
  • Ability to interpret a variety of instructions and follow up with the right people when necessary;
  • Meticulous attention to detail;
  • Superior problem-solving skills;
  • Ability to exercise good judgment, show initiative, and be proactive.

Qualifications

  • 5 years of relevant experience;
  • Financial Planning Designation (PFP) or Certified Financial Planner (CFP);
  • An undergraduate degree in Business or Economics;
  • A high level of competency with Microsoft Office, especially Excel and PowerPoint;
  • Experience with financial planning software;
  • Computer proficiency, perform research, and complete financial requests and investment proposals (e.g., spreadsheet, tax, and word processing software, accounting and client management systems/databases, financial calculators);
  • Familiarity with customer relationship databases (with a preference in Salesforce).

Compensation and Benefits

The estimated salary range for this position is $80,000-$120,000 per year, based on industry standards and location. We offer a comprehensive benefits package, including health, dental, and vision insurance, as well as retirement savings plans. If you are a motivated and experienced Senior Financial Planner looking for a challenging role in a dynamic organization, please apply with your cover letter and resume.

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