Paraplanner (Calgary)
Posted January 31, 2012
T.E. Financial Consultants Ltd. is looking for a qualified Paraplanner for our Calgary office. You will report to the Manager of Financial Planning. In this role you will assist the financial planning team in developing and implementing financial plans for individuals, corporate executives and professionals.
The successful candidate will have a university degree (preferred) as well as their CFP and CSC professional designations, or be working towards completing those designations, or committed to attain these designations within 2 years. A minimum of 2-3 years work experience in Financial Services Industry (preferably in Financial Planning) is required. Knowledge of tax and investment strategies, securities, insurance, pension plans and real estate is a definite asset.
