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Richardson Wealth Ltd

Financial Planner

Calgary, AB, Canada

Experience: A minimum of 5 years of hands-on experience in retirement, tax, estate, cash flow and wealth planning
Posting language: English
Posted: Sep 22, 2026

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Original job description

Who We Are:

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview:

We are seeking an experienced Financial Planner to join our growing team. This is an opportunity for a planning-focused professional who is passionate about helping clients achieve their long-term financial goals through comprehensive and ongoing financial planning. Working closely with advisors, portfolio managers and support staff, the successful candidate will help develop, implement and continually enhance our financial planning process. Using Planworth and other planning tools, they will prepare retirement, tax, estate and cash flow plans, present recommendations to clients, and help establish a structured review process to ensure plans remain relevant as clients' lives and goals change.

We are looking for someone who enjoys building the team's existing client relationships, takes initiative, and is excited by the opportunity to help shape and improve a best-in-class planning experience for our clients. Our team offers a collaborative environment, flexibility in work arrangements, and the opportunity to make a meaningful impact on both our clients and the future development of our planning practice.

This is an existing vacancy.

Duties & Responsibilities:

Lead and Develop the Planning Process

Lead and continue to enhance our financial planning process, including how plans are built, presented, documented and maintained
Serve as the internal subject matter expert on Planworth, developing templates, standards and workflows that make the process consistent and scalable
Establish and run an ongoing plan review cycle so that client plans are revisited on a regular schedule and updated as circumstances, legislation and goals change
Continually refine the client-facing planning experience, from discovery and data gathering through to presentation and follow-up

Prepare and Present Comprehensive Plans

Build retirement projections, cash flow models, scenario analyses and stress tests for a high-net-worth client base
Develop tax planning strategies across the accumulation and decumulation phases, including RRSP and RRIF conversion timing, withdrawal sequencing, OAS clawback management, pension income splitting, and CPP and OAS start-date analysis
Identify estate planning and wealth transition opportunities, including beneficiary designations, probate considerations, trust and holding company structures, and insurance-funded estate liquidity
Support family continuity planning, including intergenerational wealth transfer, family meetings, and next-generation engagement
Present plans and recommendations to clients in clear, practical language, and translate planning output into a prioritized action list

Collaborate with the Team

Work alongside team members to ensure planning insight informs portfolio and client strategy
Coordinate with clients' external accountants, tax lawyers and estate lawyers where specialist input is required
Identify planning needs and opportunities within existing client relationships and bring them forward to the team

Qualifications:

Required

A minimum of 5 years of hands-on experience in retirement, tax, estate, cash flow and wealth planning
CFP or PFP designation
Demonstrated experience preparing and presenting comprehensive financial plans, ideally for high-net-worth families
Proficiency with Planworth, or with comparable planning software and the ability to become proficient in Planworth quickly
Solid working knowledge of Canadian personal and estate tax as it applies to planning, including marginal rate analysis, capital gains treatment, the dividend tax credit, attribution rules, the principal residence exemption, and registered plan taxation
Excellent verbal and written communication skills in English, with the ability to explain complex planning concepts clearly to clients
Strong organization and time management skills, with the ability to manage multiple plans and deadlines
Ability to take initiative and work independently while contributing to a collaborative team
A genuine passion for financial planning and an interest in building a long-term career with our team

Considered an Asset

CPA designation
CIRO registration and completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Wealth Management Essentials (WME).
Life insurance licensing or experience with insurance-based estate and tax strategies
Additional designations such as CIM, CLU or TEP
Experience with business-owner and incorporated professional clients, including corporate structures, salary versus dividend planning, the capital dividend account, and the lifetime capital gains exemption
Experience facilitating family meetings or governance discussions

Education:

An undergraduate and/or postgraduate degree in Business, Economics, Finance, Accounting or a related field

Why Apply:

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

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More about this job

Responsibilities

The Financial Planner will lead the development and implementation of comprehensive financial plans, including retirement, tax, and estate strategies for high-net-worth clients. They will serve as the internal subject matter expert on planning tools and collaborate with advisors to ensure client goals are met through ongoing reviews.

Requirements

Candidates must have at least 5 years of experience in financial planning and hold a CFP or PFP designation. Proficiency in financial planning software and a strong understanding of Canadian tax and estate legislation are required.

Skills

Financial planning
Retirement planning
Tax planning
Estate planning
Cash flow modeling
Planworth
Wealth management
Scenario analysis
Stress testing
Communication skills
Time management
Intergenerational wealth transfer
Portfolio strategy
Regulatory compliance

Benefits

Collaborative environment
Flexibility in work arrangements

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Wealth Management
CFP
PFP
Planworth
Retirement Planning
Tax Planning
Estate Planning
High-net-worth
Cash Flow Modeling
RRSP
RRIF
OAS
CPP
CPA
CIRO
CSC
CPH
WME
CIM
CLU
TEP
Capital Gains
Dividend Tax Credit
Attribution Rules
Principal Residence Exemption
Wealth Transition
Intergenerational Wealth Transfer
Scenario Analysis
Stress Testing

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