Financial Planner

Financial Planner – Wellington‑Altus, Calgary

We are looking for a Financial Planner to support the Senior Wealth Advisor and Portfolio Manager in delivering personalized financial planning and relationship management to a growing client base.

• Meet with clients to understand their financial goals, risk tolerance, and investment preferences.
• Prepare and maintain financial plans for clients ranging from simple to complex needs.
• Identify and implement insurance planning opportunities, including placing new insurance business and managing policy conversions.
• Provide customized planning deliverables and client materials related to financial planning topics.
• Conduct client meetings to discuss financial plans, investment strategies, and life‑stage considerations.
• Serve as a trusted resource for clients, offering guidance on evolving financial needs.
• Collaborate closely with the lead advisor to complement existing and new relationships and ensure seamless communication within the team.
• Proactively identify opportunities to grow the client base and support advisors in developing proposals for prospective clients.
• Assist in onboarding new clients and ensuring a smooth transition into the team’s service model.
• Maintain and update client files, CRM data, and account documentation with accuracy and confidentiality.
• Prepare reports, insurance summaries, and meeting materials for advisors.
• Handle scheduling, follow‑ups, and general correspondence with professionalism.

• Bachelor’s degree in business administration, accounting, finance, or a related field; equivalent work experience is acceptable.
• 3–5 years of experience in the financial services industry in a high‑growth environment.
• 3+ years of experience in a customer/client‑service facing role.
• Certified Financial Planner (CFP) designation (required). Other professional designations such as TEP or CLU are beneficial.
• LLQP license preferred; willingness and ability to complete licensing requirement acceptable.
• Current Alberta insurance licenses for Life and Accident & Sickness.
• Proficiency with MS Office (Word, Excel, PowerPoint, Teams, Outlook).
• Experience with financial planning and modelling software (Conquest preferred).
• Familiarity with insurance carrier quoting software and generating illustrations for new and in‑force business.
• Comfortable incorporating AI into workflows.
• Strong understanding of personal financial planning principles and nuances when planning for executives and owner‑managed businesses.
• Demonstrated accountability, reliability, adaptability, and innovation in achieving day‑to‑day and long‑term goals.
• Excellent interpersonal, influencing, critical‑thinking, and communication skills.
• Ability to maintain the highest levels of confidentiality.

Must be legally eligible to work in Canada. A satisfactory background check may be required prior to commencing employment.

Wellington‑Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialised persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders.

All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply. If you require accommodation for the recruitment process, please let us know at the point of application.

We are an Equal Opportunity Employer.