Financial Planning Specialist

Financial Planning Specialist focuses on as a valued partner, you will also assist with business development, opportunity spotting and revenue generation.

What the role involves

• As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.
• Preparing comprehensive financial plans that meet client’s specific needs in the areas of financial, investment, retirement, and risk management planning.
• Simplify complex strategies to assist Advisors.
• Delivering presentations to Advisors and clients.
• Provide ongoing coaching to the Financial Planning Analysts assisting in the preparation of financial plans.
• Support a work environment that inspires innovation, creativity, collaboration and diversity.

Skills and requirements

• Ten years of relevant experience in all aspects of financial planning.

Confirmed role details

• 333 7 AVE SW:CALGARYCity.
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.
• Drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
• Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate.

Additional role context

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.