Financial Planning Associate

Join a growing independent wealth management firm in Calgary as a Financial Planning Associate. This role focuses on building financial plans and supporting experienced Wealth Advisors in an engaging client environment.

In this position, you will collaborate with senior advisors to prepare and update comprehensive financial plans for clients. You will gather financial information, assist in retirement and investment planning, and ensure clients' plans evolve with their circumstances. This role is perfect for those looking to further develop their financial planning expertise.

Key Responsibilities:

• Prepare and update financial plans for clients

• Analyze client financial information for insights

• Support advisors in identifying planning opportunities

• Assist with retirement and investment planning tasks

• Manage and coordinate client communications

Requirements:

• Bachelor's degree in Finance or related field

• 2–5 years of experience in financial planning

• Experience with financial planning software

• Progress toward CFP® designation preferred

• Strong analytical and problem-solving skills

Bring your passion for financial planning and client service to this rewarding role in Calgary.
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