Financial Planner

Wellington-Altus • Calgary, AB

11d • Onsite

About The Position

Reporting to the Senior Wealth Advisor and Portfolio Manager, the Financial Planner supports the delivery of personalized financial planning and relationship management for a growing client base. This role complements the Cresco team’s investment advisors by building financial plans, engaging clients in meaningful conversations about their goals, providing financial planning information, building the insurance business, and guiding clients through various decisions. The Financial Planner will build strong relationships, provide exceptional care, and develop expertise in advanced wealth planning over time.

Requirements

• A bachelor's degree in business administration, accounting, finance or related field, or equivalent work experience.
• 3-5 years’ financial services industry experience working in a high growth environment.
• 3+ years’ experience in a customer/client-service facing role.
• Equivalent combination of education and experience may be considered.
• Certified Financial Planner (CFP) designation.
• LLQP.
• Current Alberta Insurance Licenses for Life and Accident and Sickness.
• Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Familiar with AI and incorporating it into workflows.
• Experienced user of financial planning and modelling software (Conquest preferred).
• Familiar with insurance carrier quoting software and generating illustrations for new and in-force business.
• Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.
• Strong understanding of personal financial planning principles and nuances of planning for executives and owner-managed businesses.
• Ability to take initiative and work independently; a self-starter who thrives in dynamic environments.
• Commitment to ethical conduct and integrity in all client interactions.
• Excellent attitude and commitment to providing extraordinary service.
• Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
• Excellent critical thinking skills.
• Strong organizational skills.
• Strong critical thinking and written and verbal communication skills.
• An ability to maintain the highest levels of confidentiality.
• Must be legally eligible to work in Canada.

Nice To Haves

• Experience in wealth management or other regulated industry is a strong asset.
• Other professional designations such as TEP or CLU are beneficial.

Responsibilities

• Meet with clients to understand their financial goals, risk tolerance, and investment preferences.
• Prepare and maintain financial plans for clients with simple and complex needs.
• Identify insurance planning opportunities and implement the resulting opportunities.
• Provide customized planning deliverables and client materials related to financial planning topics.
• Implement financial planning opportunities identified.
• Conduct client meetings to discuss financial plans, investment strategies, and life-stage considerations.
• Serve as a trusted resource for clients, offering guidance on evolving financial needs.
• Work closely with the lead advisor to complement existing and new relationships.
• Ensure seamless communication and coordination within the team.
• Proactively identify opportunities to grow the client base.
• Support advisors in identifying planning opportunities and developing proposals for prospective clients.
• Assist in onboarding new clients and ensuring a smooth transition into the team’s service model.
• Support initiatives to deepen relationships and enhance client experience throughout regular duties and at client and prospective client events held throughout the year.
• Place new insurance business and manage policy conversions.
• Service in force insurance business.
• Maintain and update client files, CRM data, and account documentation with accuracy and confidentiality.
• Prepare reports, insurance summaries, and meeting materials for advisors.
• Handle scheduling, follow-ups, and general correspondence with professionalism.

Benefits

• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.
• Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders.
• All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
• If you require accommodation for the recruitment process, please let us know at the point of application.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior