Careers

Financial Planner

Location: Okotoks, Alberta

Position Overview

We are seeking a relationship-focused Financial Planner to join our growing advisory team. In this role, you will work closely with our CPA partners, managers, and other professional advisors to help clients achieve their personal, business, and financial goals through comprehensive planning strategies.

As part of a collaborative professional services environment, you will identify planning opportunities that arise through tax, accounting, and business advisory engagements and transform them into meaningful financial plans. Your work will help clients make informed decisions about their future while ensuring their financial, tax, business, and estate planning objectives remain aligned.

This position offers the opportunity to build lasting client relationships, contribute to an integrated advisory approach, and play a meaningful role in improving clients' financial well-being.

Key Responsibilities

Financial Planning & Client Advisory

  • Develop comprehensive financial plans tailored to client goals, including retirement planning, cash flow management, tax-efficient strategies, estate planning considerations, and business owner planning.

  • Gather, analyze, and interpret client financial information to identify opportunities, risks, and solutions.

  • Present recommendations in a clear, practical, and client-friendly manner.

  • Guide clients through important financial decisions by providing proactive advice and ongoing support.

  • Conduct regular reviews to ensure plans remain aligned with evolving goals and circumstances.

Collaboration with CPA Professionals

  • Partner closely with CPA partners and managers to identify planning opportunities within existing client relationships.

  • Participate in joint client meetings to deliver integrated tax and financial planning advice.

  • Ensure planning recommendations complement and support the firm's broader tax, accounting, and advisory services.

  • Contribute to a team-based approach that delivers exceptional value and client experience.

Implementation & Coordination

  • Coordinate implementation of planning recommendations with investment, insurance, legal, and estate planning professionals, as appropriate.

  • Manage planning engagements from initial discovery through implementation and follow-up.

  • Monitor timelines, deliverables, and next steps to ensure a seamless client experience.

  • Help clients move confidently from recommendations to action.

Client Relationship Development

  • Build trusted, long-term relationships through high-quality advice and exceptional client service.

  • Support client retention by maintaining regular communication and providing ongoing planning insights.

  • Identify opportunities to broaden planning services and deepen client relationships.

  • Act as a valued resource for clients throughout their financial journey.

Professional Standards & Development

  • Maintain the highest standards of professionalism, confidentiality, and ethical conduct.

  • Stay current on developments in financial planning, tax legislation, and regulatory requirements.

  • Participate in continuing education and professional development programs.

  • Contribute to the ongoing growth and evolution of the firm's advisory services.

Core Competencies

  • Client-Centered Advisory Skills: Communicates complex financial concepts in a clear, relatable, and actionable manner.

  • Analytical Thinking: Evaluates financial situations and develops thoughtful planning strategies.

  • Collaboration: Works effectively with accounting, tax, and external professional advisors.

  • Relationship Management: Builds trust and credibility with clients and colleagues.

  • Organization & Execution: Manages multiple engagements while maintaining attention to detail and follow-through.

  • Professional Integrity: Demonstrates sound judgment and a commitment to ethical standards.

Qualifications & Experience

Education

  • University degree or equivalent experience in finance, business, accounting, or a related field.

Professional Designation

  • CFP® designation required, or actively working toward completion.

Experience

  • 3 to 5+ years of experience in financial planning, wealth management, or a related advisory role.

  • Experience working with incorporated business owners and high-net-worth clients is considered an asset.

 Technical Skills

  • Proficiency with financial planning software and related analytical tools.

  • Strong understanding of tax-aware financial planning strategies.

  • Ability to work effectively within a multidisciplinary advisory environment.

  • Strong written and verbal communication skills.

Why Join Us?

  • Work alongside experienced CPA and advisory professionals in a collaborative environment.

  • Build meaningful, long-term client relationships.

  • Contribute to integrated planning solutions that have a measurable impact on clients' lives.

  • Access ongoing learning and professional development opportunities.

  • Grow your career within a firm committed to advisory excellence and client success.

We are committed to creating an inclusive and respectful workplace where diverse perspectives are valued. We welcome applications from all qualified candidates.

If you are passionate about helping clients achieve their financial goals and enjoy working in a collaborative professional environment, we encourage you to apply.

Please submit your resume and a brief cover letter to David Thompson @ david@infinitecpa.ca