Financial Planner

Job description

Financial Planner Location: This posting is for an existing vacancy in Wellington-Altus’ Calgary office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.-the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With over $45 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients. *Investment Executive 2025 Brokerage Report Card. The opportunity: Reporting to the Senior Wealth Advisor and Portfolio Manager, the Financial Planner, supports the delivery of personalized financial planning and relationship management for a growing client base. This role complements the Cresco team’s investment advisors by building financial plans, engaging clients in meaningful conversations about their goals, providing financial planning information, building the insurance business, and guiding cl...