Senior Financial Planner (CFP) (Calgary), Alberta

Position Overview Senior Financial Planner will work collaboratively with the professionals in the Tax and Estate Planning team, as well as Investment Advisors and Insurance Consultants, to prepare comprehensive financial plans for high-net-worth (HNW) clients. This is a salaried role with no commission sales component. Duties and Responsibilities Work directly with clients and collect the necessary information and documentation required, often in face-to-face meetings Utilize financial planning software to develop financial projections and financial plans Review wealth plans for accuracy Summarize a client’s situation, analyze alternate solutions, and communicate financial planning opportunities Prepare written estate, tax and financial planning strategies and educational material within the context of the comprehensive wealth plan Provide tax and financial planning information in response to face to face, telephone and e-mail inquiries from Investment Advisors Deliver training and best practices to Investment Advisors on the use of financial planning software, and foundational financial planning strategies Deliver presentations to large groups of clients and Advisors on various topics Develop and write client friendly education articles on timely financial planning topics Mentor Financial Planners and analysts on the team to deepen their knowledge and skills Qualifications 10 years or more work experience in a relevant field Advanced knowledge and use of Microsoft Office Suite Excellent understanding of Canadian income taxes and insurance strategies Demonstrated experience working with high-net-worth (HNW) clients preferred Knowledge and familiarity with use of financial planning software an asset Strong interpersonal skills Excellent verbal and written communication skills Attention to detail/accuracy Robust organizational skills Analytical skills and the ability to suggest alternate solutions to complex problems Ability to work independently and as part of a team Ability to meet with clients and Advisors as well as present to groups of people Education Detailed knowledge of corporate and individual taxation in Canada Additional accreditation/proven knowledge in other professional areas such as will and trust planning, pensions and retirement planning, insurance planning; CFP designation is a must. Equal Opportunity Employer Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive workplace. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pkupy