Financial Planner
$150,000–$200,000 year
On-siteCalgary, Alberta, Canada
Calgary, Alberta, CanadaOn-siteFull Time$150,000–$200,000 yearLarge
Full TimeLarge
Job Summary
Lead and enhance the financial planning process by developing templates, standards, and workflows using Planworth to ensure consistency and scalability. Establish an ongoing plan review cycle to update client retirement, tax, estate, and cash flow plans as circumstances change. Build comprehensive projections, scenario analyses, and stress tests for high-net-worth clients while presenting prioritized action lists in clear, practical language. Collaborate with advisors and external specialists to coordinate strategy and identify opportunities within existing client relationships.
Required Qualifications
- A minimum of 5 years of hands-on experience in retirement, tax, estate, cash flow and wealth planning
- CFP or PFP designation
- Demonstrated experience preparing and presenting comprehensive financial plans, ideally for high-net-worth families
- Proficiency with Planworth, or with comparable planning software and the ability to become proficient in Planworth quickly
- Solid working knowledge of Canadian personal and estate tax as it applies to planning, including marginal rate analysis, capital gains treatment, the dividend tax credit, attribution rules, the principal residence exemption, and registered plan taxation
- Excellent verbal and written communication skills in English, with the ability to explain complex planning concepts clearly to clients
- Strong organization and time management skills, with the ability to manage multiple plans and deadlines
- Ability to take initiative and work independently while contributing to a collaborative team
- A genuine passion for financial planning and an interest in building a long-term career with our team
Desired Qualifications
- CPA designation
- CIRO registration and completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Wealth Management Essentials (WME)
- Life insurance licensing or experience with insurance-based estate and tax strategies
- Additional designations such as CIM, CLU or TEP
- Experience with business-owner and incorporated professional clients, including corporate structures, salary versus dividend planning, the capital dividend account, and the lifetime capital gains exemption
- Experience facilitating family meetings or governance discussions
- An undergraduate and/or postgraduate degree in Business, Economics, Finance, Accounting or a related field
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