Shape the future of financial planning with Richardson Wealth as a Senior Financial Planner. Partner with clients to devise comprehensive strategies that facilitate their long-term financial goals.In this agile role, you will collaborate closely with advisors and team members to refine our financial planning process. Your proficiency in retirement, tax, and estate planning, along with your passion for client service, will be pivotal. We offer a supportive setting that fosters skilled growth and impactful client relationships.Key Responsibilities:
Lead the creation and maintenance of comprehensive financial plans
Analyze retirement and cash flow strategies for high-net-worth clients
Present practical solutions in client-friendly language
Collaborate with legal and accounting professionals as needed
Manage ongoing client plan reviews for adaptabilityRequirements:
Minimum 5 years of related experience required
Hold a CFP or PFP designation
Knowledge of Planworth software is essential
Robust communication and presentation skills
Ability to independently manage multiple prioritiesBecome a key player in delivering exceptional financial planning to our clients at Richardson Wealth.#J-18808-Ljbffr

📌 Senior Financial Planner Needed At Richardson Wealth Calgary
🏢 Richardson Wealth
📍 Calgary