Wealth Planner
The WealthCo Group of Companies (“WealthCo”) continues to grow our amazing team and is actively looking for an enthusiastic, engaged Wealth Planner to join our team, who will be an exceptional addition to our head office in Calgary, Alberta.
This position offers competitive benefits, opportunities for advancement and the advantages of growing and learning alongside accomplished business leaders in the Wealth Management industry. The opportunity to work in the CPA community, with an experienced team of specialists, as well as an opportunity to utilize innovative technology and receive ongoing education are a few of the benefits of this role.
The key focus for our Wealth Planner is working with our CPA partners in supporting, developing and fostering client relationships ensuring all aspects of their financial plans (business and personal) are supported by our team of internal and external specialists Helping clients live their best life is core to our planning philosophy.
You will support the company’s goals and objectives by:
Building plans and strategies which clients can use to achieve their financial goals and objectives, including advice on asset management, asset protection, financial management, retirement planning, business planning and estate planning.
Meeting with clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
Building relationships with CPA partner firms to assist them in Financial Planning with their clients.
Provides value-added information by introducing clients to the firm's services.
Exhibits the firm’s values of leadership, teamwork, respect, accountability, and passion.
Successful candidates will require:
A minimum of 5 years experience in financial planning
CFP Designation and Membership in the Financial Planning Association or other industry groups
Insurance licensing would be considered an asset
A CPA or CIM designation would be considered an asset