Senior Financial Planner

Schedule:

5 days per week (business hours)

Compensation:
To be discussed

At The Wealth Council, our clients expect the best quality financial advice available. We invest in our employees in order to ensure this level of service is consistently provided. We are currently hiring a Senior Financial Planner to work on a dynamic array of high-net-worth and corporate client plans.

We consider ourselves to be a disruptor in the wealth management industry by truly partnering with our clients to deliver comprehensive advice and results. The Wealth Council was founded to make a real impact in the industry through a differentiated client experience and we can only achieve this through valuable input from every member of our team. We are passionate about our business and our culture and are looking to attract, retain and develop individuals who have that same drive.

We are looking for talented, highly motivated individuals with exceptional experience who can embody our culture and values as a creative, collaborative, and hard-working organization.

The Wealth Council is recruiting for our growing team in Calgary, AB. This role is in-person, hybrid or remote with a preference of in-person. A French and English speaker, high level of attention to detail, and the desire to develop professionally and personally in a dynamic work environment is expected.

The successful candidate will support the financial planning division by providing professional, efficient creation and updating of financial plans and supporting the firm’s fintech programs and initiatives in accordance with the firm’s procedures and regulatory standards in the insurance and investment industry. He or she will manage the process of client information and assume various operational support duties related to the team’s activities.

• Supporting our team to provide financial planning and strategic wealth management services to affluent clients and family businesses;
• Preparing and reviewing investment portfolio reviews, researching tax and financial planning issues;
• Performing insurance needs analysis and modeling outcomes through Microsoft excel and other financial planning software tools;
• Read, review and discern important information from financial, investments and insurance statements for integration into client account record;
• Service clients’ and partners’ general day-to-day portal requests and collaborate with team members to deliver;
• Check data from various information sources to ensure their compliance, in accordance with established policies and standards;
• Carry out data entry in the customer relationship management system, including producing various documents and reports for clients and advisor(s);
• Schedule appointments, meeting preparation and follow-up;
• Assist in the annual review preparation and process;
• Ensure the integrity of data is intact between systems;
• Summarize analysis and recommendation on the financial, estate and tax planning;
• Participate in developing policies, procedures, and financial/investment models for the team;
• Actively engaging in ongoing learning and development to continuously improve skills and knowledge; and
• Other ad-hoc reporting and requests from team members on an as-needed basis.

• In-depth knowledge of financial planning, including accounting, finance, estate planning, insurance, investments, pensions, debt management, tax & financial planning;
• In-depth knowledge of financial investment, including investment models, investment vehicles and third-party investment policy statements, to assess risk and volatility for client assets and identify solutions appropriate for clients' unique circumstances;
• In-depth knowledge of risk assessment and risk management principles to make; recommendations on complex client financial issues; and
• Ability to assess client requirements and financial statements to determine client needs.

• Comfortable working with large data of numbers and possess an analytical mindset;
• Analytical skills and the ability to understand, interpret, and report technical information;
• Interpret financial, legal and pension documents and make appropriate recommendations;
• Posse…