The Wealth Council is looking for a Senior Financial Planner skilled in wealth management. This Calgary-based role offers hybrid or remote options to best suit your professional lifestyle.In this position, you will engage with high-net-worth clients to develop tailored financial strategies, ensuring their financial well-being. The role emphasizes effective communication, adept analytical skills, and the ability to work collaboratively while maintaining exceptional client 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 financial documents for clients• Contribute to developing financial planning policiesRequirements:• 5+ years of experience in financial planning• PFP or CFP certified• Proficient in financial analysis and planning tools• Strong Microsoft Office skills, mainly in Excel• Excellent verbal and written communication skillsUtilize your financial planning expertise to make a significant impact at The Wealth Council.#J-18808-Ljbffr
Senior Financial Planner In Calgary, Ab
THE WEALTH COUNCIL
calgary, calgary
Published 17 days ago
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