Join Richardson Wealth as a Financial Planning Skilled. 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 relevanceRequirements:
- 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
- Strong organizational skills for managing client plansImpact client success through innovative financial planning with us.#J-18808-Ljbffr

📌 Financial Planning Professional At Richardson Wealth (Calgary)
🏢 Richardson Wealth
📍 Calgary