Richardson Wealth Limited is seeking an experienced Financial Planner in Calgary to join our growing team. You will develop and continually enhance our comprehensive planning processes, preparing retirement, tax, estate and cash flow plans using Planworth, and presenting recommendations to clients.
You will collaborate with advisors, portfolio managers and support staff to maintain a high-quality planning experience, while building client relationships and contributing to the practice's
#J-18808-Ljbffr
Senior Financial Planner: Retirement & Wealth Strategy in Calgary employer: Richardson Wealth Limited
Richardson Wealth is an exceptional employer that prioritizes innovation and collaboration, making it a prime choice for professionals in the wealth management sector. With a strong focus on employee growth, we offer comprehensive training programs and opportunities to lead transformative projects that directly impact client experiences. Our inclusive work culture fosters creativity and teamwork, ensuring that every team member feels valued and empowered to contribute to our mission of delivering outstanding service to clients.
