Financial Planner - Jobs in Calgary, Alberta, T2N 3R5

Job Description

Griffithamp; Associates is a financial planning firm in Calgary, Alberta. In almost 2 decades, they have grown to be one of Calgary #39;s top firms, specializing in in-depth financial, tax, and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over $300m.We are looking for a detailed and experienced Financial Planner to start immediately. This would originally be to cover a maternity leave, but could grow into a permanent position for the right candidate. You would be responsible for creating financial plans and recommendations based on the Advisor #39;s direction from their client meetings. Key Responsibilities:

• Analyze financial data and create tailored financial plans.
• Create recommendations and scenarios to present to the clients
• Create Income plans
• Meeting preparation and follow-up.
• Maintain detailed records of financial plans and client interactions.
• Collaborate with other financial professionals (e.g., accountants, attorneys).

Qualificationsamp; Requirements:

• Certified Financial Planners (CFP) designation.Personal Financial Planner (PFP) or QAFP (Mandatory)
• Canadian Securities Course (preferred but not mandatory).
• Provincial Life Insurance license, including Accidentamp; Sickness (preferred but not mandatory).
• Conquest, Salesforce, and Naviplan experience is an asset.
• Knowledgeamp; experience of industry legislation, rules, and requirements.
• University degree or College diploma (preferred but not mandatory).
• Proficiency in MS Word, MS Excel, MS PowerPoint, and a CRM is essential.
• Willing to take applicable industry courses and professional development.

Skills and Abilities:

• Team player with the ability to work in a busy, fast-paced office environment.
• Ability to effectively self-manage a multitude of activities.
• Common sense approach to problem-solving.
• Take pride in the quality of work.
• Have a strong client service focus.
• Have a strong attention to detail.
• Professional verbal and written communication skills.
• Ability to learn and work independently, but also as a strong team member.
• Have a career focus, motivated by the growth of the firm, with potential for development.
• Motivated to learn and develop.
• Initiate continuous development (personal, professional, computer).

Education:

• Certified Financial Planners (CFP) designation.Personal Financial Planner (PFP) or QAFP (Mandatory)
• Canadian Securities Course (preferred but not mandatory).
• Provincial Life Insurance license, including Accidentamp; Sickness (preferred but not mandatory).