Senior Financial Planning Specialist

1 week ago


Calgary, Alberta, Canada Agrawal Associates Full time

**Company Overview:**

Agrawal Associates is a well-established, client-centered financial planning practice committed to growth and development in the high net worth market.

Compensation:

The total compensation package includes a strong salary of $80,000 per annum, bonuses, and rewards for exceptional performance.

Job Description:

  • Support Senior Consultant: Collaborate with an experienced senior associate consultant to deliver top-notch services to clients.
  • Client Relationship Management: Meet with existing and new clients, review and maintain their investments, and implement instructions according to compliance regulations and company policies.
  • New Business Opportunities: Explore potential business opportunities from existing clients and contribute to business development activities.

Required Skills and Qualifications:

  • A minimum of 3-5 years of experience in the Financial Services Industry.
  • Completion of necessary licensing requirements including LLQP, CSC, and CPH.
  • Post-secondary degree in a relevant business discipline or certification like CFP or F. Pl.
  • Strong verbal and written communication skills.

Benefits:

  • A modern work environment that fosters personal growth and development.
  • The opportunity to drive your own success and explore new challenges.
  • A welcoming and inclusive workplace that values diversity and equity.

Location: Our office is situated in Southern Alberta, in the traditional territories of the Treaty 7 region, home to various First Nations communities and Métis Nation of Alberta, Region 3.



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