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Financial Planner in Calgary at Jones Graham Consultants Inc

Date Posted: 3/2/2018

Job Snapshot

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Job Description

Category: Financial Services

Location: Calgary (City Centre / Calgary Tower) Alberta Canada

Our client an established Wealth Management Firm is looking to add a Financial Planner to the team.  This is an IIROC branch office.  Your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals.  

Job Function

  • Work with individuals, families and businesses to help clients understand their financial circumstances and how to reach their short-term and long-term financial objectives.
  • Collect relevant financial information during an initial interview, answering questions about total annual income, debt obligations, monthly expenses not related to debt, current investment holdings, savings account balances, tax liabilities and insurance plans. 
  • Analyze this information and present realistic, meaningful recommendations based on the clients' financial situations and goals.
  • Discuss estate planning, protection planning through insurance, and retirement accumulation and distribution tactics. 
  • Keep up to date on tax efficiency information.
  • Provide business or an institutional clients guidance on topics such as cash flow, projected revenue, debt management or employee benefits. 
  • Provide tailor-made financial planning advice in collaboration with the Senior Advisors to help clients reach their goals. 


  • Ability to discuss many personal finance topics with clients, including debt management, savings objectives and strategies, and personal and family budgeting.
  • Ability to explain all aspects of how holistic Financial Planning plays a role in an individual or business' overall financial well-being
  • Financial Planning Designation (PFP or CFP or working towards one)
  • IFIC or CSC course completion
  • LLQP, nice to have
  • Minimum 3 years’ experience in financial planning 
  • Desire to work with a dynamic, collaborative, progressive, and high-performing team

Details Apply Now