About this role
Senior Financial Planner (CFP) at Richardsonwealth. Location: Calgary, Alberta, Canada. Role: prepare projections, collect information, present to groups Requirements: 10+ years in financial planning; CFP designation; advanced MS Office; experience with high-net-worth clients; knowledge of Canadian taxes and insurance strategies. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, Financial planning software Certifications: cfp (certified financial planner) Commitment: Full Time Workplace: Onsite Languages: English