Join The Wealth Council in Calgary as a Senior Financial Planner, where your financial expertise will guide high-net-worth clients. This role offers a flexible hybrid or remote work model. You will play a vital role in developing and implementing comprehensive financial plans tailored for affluent clients and family-owned businesses. Responsibilities include investment analysis, risk assessments, compliance monitoring, and providing high-quality customer service as part of a collaborative team environment. Key Responsibilities: Support strategic financial services for affluent clientele Conduct investment portfolio reviews to optimize client assets Analyze insurance requirements and recommend solutions Maintain compliance by checking data for accuracy Assist with appointment scheduling and documentation Requirements: At least 5 years of relevant financial planning experience Certification as PFP or CFP Extensive understanding of tax and investment planning Advanced Microsoft Office skills, especially Excel Strong interpersonal and problem-solving abilities Leverage your financial knowledge and client management skills at The Wealth Council to enhance our unique client experience. #J-18808-Ljbffr
Job Title
Financial Planning Expert for High-Net-Worth Clients