Calgary financial planning specialists need detailed analysis and tailored recommendations. This Financial Planner role supports advisors from a skilled office.
Griffith & Associates seeks an experienced Financial Planner for its planning team. Working with the Lead Financial Planner, you will create financial plans from advisor direction. Your work includes financial data analysis, income planning, scenario development, and client meeting preparation.
Key Responsibilities:
Analyze financial data and create tailored financial plans
Develop recommendations and scenarios for client presentations
Create income plans based on advisor direction
Prepare for meetings and complete follow-up
Maintain detailed planning and client interaction records
Requirements:
Hold CFP, PFP, or QAFP designation
Demonstrate knowledge of industry legislation, rules, and requirements
Use Microsoft Word, Excel, PowerPoint, and a CRM
Bring professional verbal and written communication skills
Show robust attention to detail and client service
Apply financial analysis, income planning, and exact client recordkeeping within Griffith & Associates’ Calgary planning team.