Senior Financial Planner, CFP

6 days ago

Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time
About the Role

We are seeking a highly skilled and experienced Senior Financial Planner, CFP to join our team at Blue Chip Recruiting Ltd. as a key member of our Wealth Management division.

Key Responsibilities
  • Engage with clients in the discovery process and conduct analysis of raw financial information to provide comprehensive financial plans.
  • Provide exceptional service and strong communication to ensure client retention and advocacy.
  • Through strong partnerships, provide fulsome support and expert guidance to Client Portfolio Managers, key experts, and clients' advisors to identify the best planning strategies to meet clients' needs.
  • Collaborate with client professional teams to ensure plans are implemented properly and efficiently.
  • Follow and adhere to the standards set by the Firm's financial planning framework and FP Canada Standards Council™ Standards of Professional Responsibility.
  • Implement programs and procedures to ensure administration is functioning effectively and complies with applicable policies and regulatory requirements in all areas.
  • Support the Firm's training through the creation of financial planning materials and facilitate delivery by different means.
  • Actively support the brand and assist in the creation of client-facing financial planning-related materials.
Requirements
  • University degree in a related discipline.
  • Certified Financial Planner designation required.
  • Confident and deep understanding of financial planning strategies for High Net Worth and business owners; expert knowledge in tax, estate, and succession planning.
  • Ability to succeed in a dynamic environment arising from diverse responsibilities, complex processes, multiple stakeholders, and shifting deadlines.
  • Demonstrated experience of 10 years in the financial planning industry with 5 years in a client-facing Financial Planning role.
About Us

Blue Chip Recruiting Ltd. is a leading organization with an engaged branch network and unique growth opportunities. We provide discretionary portfolio management as well as a range of financial planning, products, and services. Our team is highly collaborative, and we prioritize what is best for clients above all else. We are currently in a high growth phase and have an exciting path forward with a new digital strategy and brand integration nationally.

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