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 agile team. We value initiative and passion, and you will have the chance 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 clear language to clients
Collaborate with team members and client professionalsRequirements:
Minimum 5 years in wealth and financial planning
CFP or PFP designation required
Proficiency in Planworth or similar software
Solid communication skills for client explanations
Ability to manage multiple projects independentlyJoin us in delivering exceptional financial planning experiences at Richardson Wealth.#J-18808-Ljbffr

📌 Experienced Financial Planner At Richardson Wealth Calgary
🏢 Richardson Wealth
📍 Calgary