Job Description Posted Tuesday, August 18, 2026 at 4:00 a.M. About Us: As a leading Canadian wealth management organization,Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture. Position Overview: We are seeking an experienced Financial Planner to join our growing team. This is an chance for a planning-focused professional who is passionate about helping clients achieve their long-term financial goals through comprehensive and ongoing financial planning. Working closely with advisors, portfolio managers and support staff, the successful candidate will help develop, implement and continually enhance our financial planning process. Using Planworth and other planning tools, they will prepare retirement, tax, estate and cash flow plans, present recommendations to clients, and help establish a structured review process to ensure plans remain relevant as clients' lives and goals change. We are looking for someone who enjoys building the team's existing client relationships, takes initiative, and is excited by the opportunity to help shape and improve a best-in-class planning experience for our clients. Our team offers a collaborative environment, flexibility in work arrangements,



and the opportunity to make a meaningful impact on both our clients and the future development of our planning practice. This is an existing vacancy. Duties & Responsibilities: Lead and Develop the Planning Process Lead and continue to enhance our financial planning process, including how plans are built, presented, documented and maintained Serve as the internal subject matter expert on Planworth, developing templates, standards and workflows that make the process consistent and scalable Establish and run an ongoing plan review cycle so that client plans are revisited on a regular schedule and updated as circumstances, legislation and goals change Continually refine the client-facing planning experience, from discovery and data gathering through to presentation and follow-up Prepare and Present Comprehensive Plans Build retirement projections, cash flow models, scenario analyses and stress tests for a high-net-worth client base Develop tax planning strategies across the accumulation and decumulation phases, including RRSP and RRIF conversion timing, withdrawal sequencing, OAS clawback management, pension income splitting, and CPP and OAS start-date analysis Identify estate planning and wealth transition opportunities, including beneficiary designations, probate considerations, trust and holding company structures, and insurance-funded estate liquidity Support family continuity planning, including intergenerational wealth

📌 Financial Planner (Calgary)
🏢 Richardson Wealth
📍 Calgary