Practise real financial planning with RJ Mountain Wealth in Rocky Mountain House, using budgeting and client communication skills on-site.
This full-time, early-career planner role serves farm families, business owners, and retirees across central Alberta. You will build practical planning experience from day one while senior advisors coach you throughout. The work is planning-led, not product-led, and is not a sales role.
Key Responsibilities: Meet clients and gather their financial information
Explain financial plans clearly in plain language
Build budgets, cash flow plans, and debt strategies
Prepare retirement projections and registered-account strategies
Maintain accurate CRM and planning software records
Requirements: One to two years in a client-facing financial role
Robust understanding of budgeting, cash flow, and debt
Knowledge of RRSP, TFSA, FHSA, and RESP accounts
Clear, warm communication and organized, reliable work habits
Planning designation or progress toward one is an asset
Develop as a financial planner through client communication, practical analysis, and integrity at RJ Mountain Wealth.