Calgary financial planning specialists need detailed analysis and tailored recommendations. This Financial Planner role supports advisors from a professional office.
Griffith & Associates seeks an experienced Financial Planner for its planning team. Working with the Lead Financial Planner, you will create financial plans from advisor direction. Your work includes financial data analysis, income planning, scenario development, and client meeting preparation.
Key Responsibilities:
- Analyze financial data and create tailored financial plans
- Develop recommendations and scenarios for client presentations
- Create income plans based on advisor direction
- Prepare for meetings and complete follow-up
- Maintain detailed planning and client interaction records
Requirements:
- Hold CFP, PFP, or QAFP designation
- Demonstrate knowledge of industry legislation, rules, and requirements
- Use Microsoft Word, Excel, PowerPoint, and a CRM
- Bring professional verbal and written communication skills
- Show strong attention to detail and client service
Apply financial analysis, income planning, and precise client recordkeeping within Griffith & Associates' Calgary planning team.
Contact Details:
Griffith & Associates Financial & Estate Planning Services Ltd Recruitment Team
