Calgary Financial Planner Needed
Location
calgary, ab
Job Type
Full-time
Category
Other-General
Posted
June 15, 2026
Become a valuable member of the Wellington-Altus team as a Financial Planner in Calgary, focusing on personalized wealth management and client engagement. Help clients achieve their financial goals with innovative planning solutions.
In this role, you will report to the Senior Wealth Advisor and contribute to the financial well-being of a growing client base. Understand financial objectives, prepare comprehensive plans, and identify insurance opportunities tailored to client needs. Collaborate effectively with advisors to enhance client experience and maintain high standards of service.
Key Responsibilities:
• Assess client financial goals and preferences
• Develop and maintain thorough financial plans
• Implement identified insurance planning opportunities
• Provide relevant financial planning documentation
• Conduct strategic client meetings and discussions
Requirements:
• Bachelor's degree in finance, business, or related fields
• 3-5 years of experienc...
In this role, you will report to the Senior Wealth Advisor and contribute to the financial well-being of a growing client base. Understand financial objectives, prepare comprehensive plans, and identify insurance opportunities tailored to client needs. Collaborate effectively with advisors to enhance client experience and maintain high standards of service.
Key Responsibilities:
• Assess client financial goals and preferences
• Develop and maintain thorough financial plans
• Implement identified insurance planning opportunities
• Provide relevant financial planning documentation
• Conduct strategic client meetings and discussions
Requirements:
• Bachelor's degree in finance, business, or related fields
• 3-5 years of experienc...