Hybrid Senior Financial Planner Calgary (Alberta)

Advance your career in financial planning with The Wealth Council in Calgary. This role offers hybrid or remote work options, focusing on serving high-net-worth clients with tailored strategies. The Wealth Council seeks a Senior Financial Planner with over five years of experience. You will need PFP or CFP certification and should excel in financial analysis and tools. Your influence will ensure clients achieve their financial goals while maintaining exceptional service standards. Key Responsibilities: • Deliver comprehensive financial planning services to clients • Prepare detailed reviews of investments and tax implications • Perform insurance analyses, modeling, and recommendations • Manage and interpret intricate financial documents • Contribute to developing innovative financial planning policies Requirements: • 5+ years of financial planning experience • PFP or CFP certification required • Proficient with financial analysis and planning tools • Robust Microsoft Office skills, particularly Excel • Excellent verbal and written communication skills Make a meaningful difference in the financial lives of clients with your expertise at The Wealth Council. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pklka