Griffith & Associates Financial & Estate Planning Services Ltd
Financial Planner
Calgary, Alberta•Full-time
About the Job
Griffith & Associates is a financial planning firm in Calgary, Alberta. In almost 2 decades, they have grown to be one of Calgary'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 $500m in assets.
We are looking for a detailed and experienced Financial Planner to join our planning team. Along with the Lead Financial Planner, you would be responsible for creating financial plans and recommendations based on the Advisor's direction from their client meetings.
Key Responsibilities:
We are looking for a detailed and experienced Financial Planner to join our planning team. Along with the Lead Financial Planner, you would be responsible for creating financial plans and recommendations based on the Advisor'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).
Qualifications & Requirements:
- Certified Financial Planners (CFP) designation, Personal Financial Planner (PFP) or QAFP (Mandatory).
- Provincial Life Insurance license, including Accident & Sickness (preferred but not mandatory).
- Conquest, Salesforce, and Naviplan experience is an asset.
- Knowledge & 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)
- Provincial Life Insurance license, including Accident & Sickness (preferred but not mandatory).