Elevate your financial planning career with Richardson Wealth. We are seeking a skilled planner to join our team and help clients achieve their financial dreams through tailored strategies.

As an experienced Financial Planner, you will dive into comprehensive financial planning, collaborating with advisors and support staff. Your expertise in retirement, tax, estate, and cash flow planning will play a crucial role in this dynamic team. We value initiative and passion, and you will have the opportunity to refine processes and enhance client interactions.

Key Responsibilities:
• Lead the comprehensive financial planning process and documentation
• Prepare detailed retirement projections and cash flow analyses




• Develop tailored tax planning strategies for clients
• Present actionable plans in transparent language to clients
• Collaborate with team members and client professionals

Requirements:
• Minimum 5 years in wealth and financial planning
• CFP or PFP designation required
• Proficiency in Planworth or similar software
• Strong communication skills for client explanations
• Ability to manage multiple projects independently

Join us in delivering exceptional financial planning experiences at Richardson Wealth.
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📌 Experienced Financial Planner at Richardson Wealth (Alberta)
🏢 Richardson Wealth
📍 Alberta