Job Title: Certified Financial Planner
Job Location: Calgary, Alberta
Job Compensation: Performance driven compensation
Job Benefits: Strong benefits package with a diverse line of service offerings

Job Overview
This position will be responsible for new client acquisition and the profitability of the investment services.  Offering a unique blend of both internal and 3rd party products to your clients you will establish a strong reputation within this organization.  This position can offer planned succession into more senior level positions.

This is an opportunity to bring your established reputation as a planner to an organization that can provide more profitable services – ultimately to the gain of both you and your account base. 

Further, our client is committed to maintaining a comfortable work/life balance.  You’ll be offered a terrific, multi-faceted benefits package as well as on going initiatives which make them a desirable company in the financial sector. 

Job Requirements

• Several years of experience as a financial planner
• Mutual funds license
• Formal education as well as designations (CFP or PFP)
• Completion of the Canadian Securities Course
• A self motivated mentality and ‘client-first’ attitude.
• Proven networking and business development skills

To Apply
To apply for this job, please send a resume and covering letter to jobs@cms-management.com or via fax to 403.451.1897. We thank all financial planner candidates interested in this position, however only those selected for an interview will be contacted. CMS will keep your information in a private database in the event that another, more suitable position becomes available.