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Financial Planner
Recruiting Ultipro Ca Wel5000wlap 7ec8ee0e 5cdd 4b4d B008 Fe41c13ddc8b · Calgary 222-3rd Ave SW, Calgary, AB, Canada · Active · UKG Pro Recruiting / Ultimate
Job facts
| Field | Value |
|---|---|
| Company | Recruiting Ultipro Ca Wel5000wlap 7ec8ee0e 5cdd 4b4d B008 Fe41c13ddc8b |
| Title | Financial Planner |
| Normalized title | - |
| Department / team | Advisor Team |
| Location | Calgary, AB, Canada |
| Work model | - |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | UKG Pro Recruiting / Ultimate |
| Posted / first seen | 2026-05-29 / 2026-05-31 |
| Changed / last seen | 2026-05-31 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Recruiting Ultipro Ca Wel5000wlap 7ec8ee0e 5cdd 4b4d B008 Fe41c13ddc8b. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through UKG Pro Recruiting / Ultimate. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Calgary. | Open |
| Department jobs | Active postings in Advisor Team. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Recruiting Ultipro Ca Wel5000wlap 7ec8ee0e 5cdd 4b4d B008 Fe41c13ddc8b |
| Source | d2f435ad-feff-4a1b-9faf-239669796744 |
| ATS provider | UKG Pro Recruiting / Ultimate |
Description
Reporting to the Senior Wealth Advisor, Portfolio Manager, the Financial Planner, supports the delivery of personalized financial planning and relationship management for a growing client base. This role complements the team’s investment advisors by building financial plans, engaging clients in meaningful conversations about their goals, providing financial planning information, building the insurance business, and guiding clients through various decisions.
Full job record
| Job ID | 751c9805a346d93e4ff98272dce89b6caca905a3 |
| Org ID | 0f27dbef-24ba-4084-ab5c-fa2e594e6693 |
| Source ID | d2f435ad-feff-4a1b-9faf-239669796744 |
| Board ID | d2f435ad-feff-4a1b-9faf-239669796744 |
| Provider | ukg |
| Provider Job Key | 7a2f8073-b1fd-4a92-98ff-e93b8f80de47 |
| Title | Financial Planner |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Calgary 222-3rd Ave SW, Calgary, AB, Canada |
| Department | Advisor Team |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | Canada |
| Region | AB |
| City | Calgary |
| Salary Raw | Reporting to the Senior Wealth Advisor, Portfolio Manager, the Financial Planner, supports the delivery of personalized financial planning and relationship management for a growing client base. This role complements the team’s investment advisors by building financial plans, engaging clients in meaningful conversations about their goals, providing financial planning information, building the insurance business, and guiding clients through various decisions. |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://recruiting.ultipro.ca/WEL5000WLAP/JobBoard/7ec8ee0e-5cdd-4b4d-b008-fe41c13ddc8b/OpportunityDetail?opportunityId=7a2f8073-b1fd-4a92-98ff-e93b8f80de47 |
| Apply URL | https://recruiting.ultipro.ca/WEL5000WLAP/JobBoard/7ec8ee0e-5cdd-4b4d-b008-fe41c13ddc8b/OpportunityDetail?opportunityId=7a2f8073-b1fd-4a92-98ff-e93b8f80de47 |
| First Seen At | 2026-05-31 17:54:30Z |
| Last Seen At | 2026-06-06 10:15:52Z |
| Last Checked At | 2026-06-06 10:15:52Z |
| Last Changed At | 2026-05-31 17:54:30Z |
| Inactive At | — |
| Source Posted At | 2026-05-29 18:40:22Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=ukg/board=recruiting.ultipro.ca|wel5000wlap|7ec8ee0e-5cdd-4b4d-b008-fe41c13ddc8b/date=2026-06-06/2026-06-06T10-15-51-812Z-0941a5d0cc0bd4945699ed1c3b09e4de2454a1171c6cd611b6093be69750f3d0.json |
Event Fields
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