Senior Financial Planner

Senior Financial Planner

The Wealth Council

Job ID:
2024-1011

At The Wealth Council, our clients expect the best quality financial advice available. We invest in our employees in order to ensure this level of service is consistently provided. We are currently hiring a Senior Financial Planner to work on a dynamic array of high-net-worth and corporate client plans.

We consider ourselves to be a disruptor in the wealth management industry by truly partnering with our clients to deliver comprehensive advice and results. The Wealth Council was founded to make a real impact in the industry through a differentiated client experience and we can only achieve this through valuable input from every member of our team. We are passionate about our business and our culture, and are looking to attract, retain and develop individuals who have that same drive. We are looking for talented, highly motivated individuals with exceptional experience who can embody our culture and values as a creative, collaborative and hard-working organization.

The Wealth Council is recruiting for our growing team in Calgary, AB. A high level of attention to detail, and the desire to develop professionally and personally in a dynamic work environment is expected.

The successful candidate will support the financial planning division by providing professional, efficient creation and updating of financial plans and supporting the firm's fintech programs and initiatives in accordance with the firm's procedures and regulatory standards in the insurance and investment industry. He or she will manage the process of client information and assume various operational support duties related to the team's activities.

Responsibilities:

• Supporting our team to provide financial planning and strategic wealth management services to affluent clients and family businesses;
• Preparing and reviewing investment portfolio reviews, researching tax and financial planning issues;
• Performing insurance needs analysis and modeling outcomes through Microsoft excel and other financial planning software tools;
• Read, review and discern important information from financial, investments and insurance statements for integration into client account record;
• Service clients' and partners' general day-to-day portal requests and collaborate with team members to deliver;
• Check data from various information sources to ensure their compliance, in accordance with established policies and standards;
• Carry out data entry in the customer relationship management system, including producing various documents and reports for clients and advisor(s);
• Schedule appointments, meeting preparation and follow-up;
• Assist in the annual review preparation and process;
• Ensure the integrity of data is intact between systems;
• Summarize analysis and recommendation on the financial, estate and tax planning;
• Participate in developing policies, procedures, and financial/investment models for the team;
• Actively engaging in ongoing learning and development to continuously improve skills and knowledge; and
• Other ad-hoc reporting and requests from team members on an as-needed basis.

Competencies:

Financial Experience

• In-depth knowledge of financial planning, including accounting, finance, estate planning, insurance, investments, pensions, debt management, tax & financial planning;
• In-depth knowledge of financial investment, including investment models, investment vehicles and third-party investment policy statements, to assess risk and volatility for client assets and identify solutions appropriate for clients' unique circumstances;
• In-depth knowledge of risk assessment and risk management principles to make; recommendations on complex client financial issues; and
• Ability to assess client requirements and financial statements to determine client needs.

Analytical Skills

• Comfortable working with large data of numbers and possess an analytical mindset;
• Analytical skills and the ability to understand, interpret, and report technical information;
• Interpret financial, legal and pension documents and make appropriate recommendations;
• Possess planning, organizational and decision-making skills to plan, prioritize and develop; strategic financial/tax plans and decisions affecting clients' portfolios;
• Strong problem-solving skills to analyze and synthesize clients' financial and personal information to create client profiles; and
• Possess critical thinking skills to determine the financial planning options best suited to the client's situation.

Inter-personal and Communication Skills

• Highly organized with ability to prioritize in a dynamic and fast-paced work environment;
• Exceptional interpersonal and relationship management skills to build trust with clients and colleagues;
• Possess leadership skills to provide technical guidance to other Financial Planners on assigned cases;
• Ability to work as part of the wider team, as well as individually;
• Excellent written and verbal communication skills;
• Confidence to adapt to change;
• Ability to be flexible in the work on a day to day basis;
• Self motivated, positive attitude, and a willingness to learn;
• A team player mindset and will always act with integrity at the front of mind;
• Excellent oral and written communication skills;
• Proven ability to multi-task and prioritize in a fast-paced and changing environment;
• Developed interpersonal and customer service skills;
• Ability to exercise independence, tact and discretion, as well as handle confidential information;
• Ability to interpret a variety of instructions and follow up with the right people when necessary; Meticulous attention to detail;
• Superior problem solving skills; and
• Ability to exercise good judgement, show initiative and be proactive.

Qualifications:

• 5 years relevant experience;
• Financial Planning Designation (PFP) or Certified Financial Planner (CFP);
• An undergraduate degree in Business or Economics;
• High level of competency with Microsoft Office, especially Excel and Powerpoint;
• Experience with Financial Planning Software;
• Computer proficiency, perform research, and complete financial requests and investment proposals (e. g. , spreadsheet, tax and word processing software, accounting and client management systems/databases, financial calculators); and
• Familiarity in customer relationship databases (with a preference in Salesforce).

Please note that other combinations of qualifications and relevant experience may be considered.

To Apply:

Please apply with confidence by including your cover letter, resume and salary expectations in your application with 'Senior Financial Planner' in the subject line of your email to info@thewealthcouncil. ca.

To be considered.