Join Richardson Wealth as a Financial Planning Professional. Utilize your expertise to craft personalized financial strategies that guide clients through their financial journeys.

We are looking for a planning-focused individual to enhance our growing team. You will be responsible for developing, executing, and improving our financial planning processes. With an emphasis on high-net-worth clients, your responsibility includes retirement and tax planning, along with family continuity strategies. You’ll thrive in a collaborative environment with flexible work options.

Key Responsibilities:
• Enhance the financial planning process for improved client experiences
• Build sophisticated financial models and retirement strategies




• Identify and present tax planning opportunities
• Collaborate with external professionals for complex needs
• Conduct ongoing reviews to maintain plan relevance

Requirements:
• 5+ years of experience in comprehensive financial planning
• Possess a CFP or PFP designation
• Familiarity with Planworth software required
• Excellent written and verbal communication skills
• Solid organizational skills for managing client plans

Impact client success through innovative financial planning with us.
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📌 Financial Planning Professional at Richardson Wealth (Alberta)
🏢 Richardson Wealth
📍 Alberta