Current jobs related to Financial Planner - Calgary, Alberta - Canadian House Partners

  • Financial Planner

    1 month ago

    Calgary, Alberta, Canada Canadian House Partners Full time

    Financial Planner Job DescriptionThis is a remote position with Canadian House Partners.We are seeking a skilled and experienced Financial Planner to join our team. As a Financial Planner, you will work directly with clients to help them understand their financial circumstances and achieve their short-term and long-term financial objectives.Key...

  • Financial Planner

    1 month ago

    Calgary, Alberta, Canada Canadian House Partners Full time

    Financial Planner Job DescriptionThis is a remote position with Canadian House Partners.We are seeking a skilled and experienced Financial Planner to join our team. As a Financial Planner, you will work directly with clients to help them understand their financial circumstances and achieve their short-term and long-term financial objectives.Key...

  • Financial Planner

    5 days ago

    Calgary, Alberta, Canada Canadian House Partners Full time

    Job Title: Financial PlannerThis is a remote position at Canadian House Partners.We are seeking a skilled and experienced Financial Planner to join our team. As a Financial Planner, you will work directly with clients to help them understand their financial circumstances and achieve their short-term and long-term financial objectives.Key...

  • Senior Financial Planner

    4 weeks ago

    Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Senior Financial Planner OpportunityWe are seeking a highly skilled and experienced Senior Financial Planner to join our team in Calgary. As a key member of our Wealth Management team, you will be responsible for providing exceptional financial planning services to our high net worth clients.Key Responsibilities:Engage with clients in the discovery process...

  • Senior Financial Planner

    1 month ago

    Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Senior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team in Calgary. As a key member of our Wealth Management team, you will be responsible for providing exceptional financial planning services to our clients.Key Responsibilities:Engage with clients in the discovery process and conduct analysis of raw...

  • Senior Financial Planner

    1 month ago

    Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Senior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team in Calgary. As a key member of our Wealth Management team, you will be responsible for providing exceptional financial planning services to our clients.Key Responsibilities:Engage with clients in the discovery process and conduct analysis of raw...

  • Financial Planner

    3 weeks ago

    Calgary, Alberta, Canada Canadian House Partners Full time

    This is a remote position at Canadian House Partners. We are seeking a skilled and experienced Financial Planner to work directly with clients to help them understand their financial circumstances and achieve their short-term and long-term financial objectives. As a Financial Planner, you will be responsible for providing comprehensive financial planning and...

  • Financial Planner

    4 weeks ago

    Calgary, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...

  • Financial Planner

    3 weeks ago

    Calgary, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryAs an RBC Financial Planner, you manage a portfolio of mass affluent clients, providing ongoing comprehensive reviews and creating long-term relationships through superior advice and financial planning expertise.Key ResponsibilitiesProvide tailor-made financial planning advice and help clients reach their goals using RBC’s investment, credit,...

  • Financial Planner

    1 month ago

    Calgary, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to grow and manage a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...

  • Financial Planner

    1 month ago

    Calgary, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to grow and manage a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...

  • Financial Planner

    1 month ago

    Calgary, Alberta, Canada IG Wealth Management Full time

    Unlock Financial Freedom for ClientsAt IG Wealth Management, we're seeking a knowledgeable and experienced financial planner to join our team. As a key member of our team, you'll play a vital role in providing clients with sound, strategic, and principled financial planning.Key Responsibilities:Develop and deliver comprehensive financial plans for...

  • Financial Planner

    1 month ago

    Calgary, Alberta, Canada IG Wealth Management Full time

    Unlock Financial Freedom for ClientsAt IG Wealth Management, we're seeking a knowledgeable and experienced financial planner to join our team. As a key member of our team, you'll play a vital role in providing clients with sound, strategic, and principled financial planning.Key Responsibilities:Develop and deliver comprehensive financial plans for...

  • Financial Planner

    4 weeks ago

    Calgary, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless...

  • Financial Planner

    4 weeks ago

    Calgary, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless...

  • Senior Financial Planner

    3 weeks ago

    Calgary, Alberta, Canada BRANRON HOLDING INC. Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Planner to join our team at BRANRON HOLDING INC. as a key member of our finance department. The successful candidate will be responsible for planning, controlling, and coordinating financial activities to ensure the company's financial goals are met.Key ResponsibilitiesFinancial Planning: Develop...

  • Expert Financial Planner

    2 weeks ago

    Calgary, Alberta, Canada IG Wealth Management Full time

    About the RoleAs a highly skilled and experienced Financial Planner, you will play a crucial role in helping our clients achieve their financial goals and objectives. We are seeking an individual with a passion for financial planning, a strong understanding of our industry-leading technology, and excellent communication skills. Key ResponsibilitiesDevelop...

  • Financial Planner

    1 month ago

    Calgary, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise,...

  • Financial Planner

    1 month ago

    Calgary, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise,...

  • Financial Planner, Wealth Management Expert

    3 weeks ago

    Calgary, Alberta, Canada BDO Full time

    Putting People FirstBDO is a firm built on a foundation of positive relationships with our people and our clients. Our professionals provide exceptional service, helping clients with advice and insight they can trust. We offer an award-winning environment that fosters personal and professional growth.Your OpportunityOur Wealth Management practice is seeking...

Financial Planner

2 months ago

Calgary, Alberta, Canada Canadian House Partners Full time
{"h1": "Financial Planner Role at Canadian House Partners", "p": "At Canadian House Partners, we are seeking a skilled and experienced Financial Planner to help our clients achieve their financial objectives. As a Financial Planner, you will work directly with clients to understand their financial circumstances and develop comprehensive financial plans and strategies to meet their goals.

Key Responsibilities:

* Analyze clients\u2019 financial status, including income, expenses, and liabilities
* Develop and execute sound financial plans and strategies to help clients meet their goals
* Provide advice on investments, retirement planning, risk management, and tax planning
* Coordinate estate planning and implement protection planning through insurance
* Manage client relationships and cultivate new clients
* Prepare financial policy and procedure documentation
* Research and present investment strategies
* Open, transfer, and manage client accounts
* Generate and process paper and electronic documents
* Identify financial process improvements
* Stay updated on regulations, practices, and financial products

Requirements:

* Ability to build and maintain long-term client relationships
* Able to make 200 calls per day
* Closing sales while simultaneously managing team members
* Strong prospecting skills to continuously grow the client base
* Excellent time management and organizational abilities to handle multiple clients and tasks
* Skilled in conducting thorough financial needs analyses for diverse client situations
* Proficiency in creating and delivering compelling presentations to clients and prospects
* Ability to work under pressure and meet strict deadlines
* Strong negotiation skills to handle client objections and close deals

Benefits:

* Direct access to the founders and key decision-makers in a start-up environment
* Opportunities for rapid career advancement
* Take on diverse responsibilities
* Make a more significant impact on the company\u2019s success
* Gain visibility for your contributions
* Potentially move up the ranks more quickly than in a larger corporation
* Faster implementation of ideas
* More agile decision-making processes
* Opportunities to innovate and experiment
* Implementation of new tools to make sales tasks more efficient
"}