The WealthCo Group of Companies (“WealthCo”) continues to grow our amazing team and is actively looking for an enthusiastic, engaged Wealth Planner to join our team, who will be an exceptional addition to our head office in Calgary, Alberta.This position offers competitive benefits, opportunities for advancement and the advantages of growing and learning alongside accomplished business leaders in the Wealth Management industry. The opportunity to work in the CPA community, with an experienced team of specialists, as well as an opportunity to utilize innovative technology and receive ongoing education are a few of the benefits of this role.

An entrepreneurial and innovative spirit are highly valued at WealthCo and align to our core values. Team members are encouraged to work within their unique ability. By doing what we are passionate about on a daily basis, we become more productive, engaged, and successful.

The key focus for our Wealth Planner is working with our CPA partners in supporting, developing and fostering client relationships ensuring all aspects of their financial plans (business and personal) are supported by our team of internal and external specialists Helping clients live their best life is core to our planning philosophy.

You will support the company’s goals and objectives by: 

• Building plans and strategies which clients can use to achieve their financial goals and objectives, including advice on asset management, asset protection, financial management, retirement planning, business planning and estate planning.
• Meeting with clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
• Building relationships with CPA partner firms to assist them in Financial Planning with their clients.
• Provides value-added information by introducing clients to the firm’s services.
• Exhibits the firm’s values of leadership, teamwork, respect, accountability, and passion.

Successful candidates will require:

• A minimum of 5 years experience in financial planning  
• CFP Designation and Membership in the Financial Planning Association or other industry groups
• Insurance licensing would be considered an asset
• A CPA or CIM designation would be considered an asset
• Self motivation, accountability, and an entrepreneurial spirit
• Demonstrated ability to build trust and maintain long term client relationships
• Exceptional communication skills
• Results oriented, accurate and reliable
• Excellent time management and problem-solving skills

WealthCo’s mission is to change the financial services industry. By leveraging the unique relationship between an accountant and their client, we are able to help better serve them through our Integrated Advisory model.

WealthCo serves our clients through Wealth Planning, Risk Management, Asset Management, Group Benefits, and Integrated Advisory across Western Canada.

WealthCo offers competitive salaries based on education and experience, profit sharing, ongoing education and professional development, opportunities for advancement and excellent benefits which include RRSP matching.

To explore this opportunity further, please submit your resume to HR@wealthco.ca.

While we thank everyone for their interest, we are only able to contact applicants selected for an interview.  You are encouraged to watch for future opportunities by checking www.wealthco.ca.

The key focus of a Fund Administrator to provide proactive operational investment support to the WealthCo Asset Management Team. You will foster strong working relationships with both our internal team and external providers and leverage your technical skills to optimize internal processes, drive efficiencies, and deliver operational excellence with an emphasis on accuracy, reliability and improvement. You will support our Fund Accounting team by assessing and interpreting financial statements and related transactions as well as perform financial reporting, forecasting and planning, and other fund administration duties related to WealthCo’s institutional pooled funds and client accounts.

You will support the company’s goals through these key accountabilities:

Wealth Operations

• Rebalance client-level accounts on a quarterly basis
• Determine and execute client-level trades driven by new contributions and cash requirements
• Administer and reconcile fund-level trades as required
• Assist in administration and auditing of fund compliance programs

Fund Accounting

• Assess investment partner statements and other transactions to determine impacts on investment income, market values, and book values
• Update client administration systems to reflect changes in the value of underlying investments
• Ensure that pricing of underlying securities is accurate and up to date
• Active communication with WealthCo’s fund custodian
• Support the Fund Accounting Team in the annual pool audit process by gathering and providing appropriate data as required.
• Maintain and enhance existing documentation procedures

Financial Reporting

• Prepare monthly and ad-hoc financial summaries of the investment pools
• Coordinate materials for committee meetings
• Prepare and support monthly performance analysis of WealthCo’s pooled funds.
• Responsible to assemble and summarize data; prepare reports; make presentations of findings
• Updating fund facts and pooled fund performance on a monthly/quarterly basis
• Conduct research and comparable analysis as necessary in support of key business metrics and objectives
• Maintain and enhance existing documentation and procedures
• Other duties as assigned

Successful candidates will require:

• A university degree in Business Administration, Accounting, Finance
• A minimum of 2 years progressive experience in an investment administration role in a fast-paced environment
• The capability of prioritizing and managing many projects and adhering to tight deadlines
• A good understanding of business fundamentals and growing financial acumen
• Intermediate/Advanced excel skills with the ability to efficiently handle large data sets
• Strategic mind-set who can drive business initiatives and deliver insights

WealthCo offers competitive salaries based on education and experience, bonuses, continuous education, opportunities for advancement and excellent benefits which include RRSP matching.

While we thank everyone for their interest, we are only able to contact applicants selected for an interview. You are encouraged to watch for future opportunities by checking www.wealthco.ca.