Job Description
Position Summary
Metrix Group LLP is expanding its specialty services by adding a Wealth Planning offering and is seeking a Senior Financial Planner (CFP) to work directly with our Partners and Managers to deliver integrated, tax-aware financial planning to business owners, professionals, and high-net-worth clients.
We are seeking an energetic, results oriented self-starter to join our Edmonton team. The successful candidate will have the opportunity to build their career in a forward looking and thriving firm.
In this role, you will lead financial planning engagements that naturally arise from tax, accounting, and business advisory relationships. You will act as the central coordinator of the planning relationship, ensuring strategies move from analysis through to implementation efficiently and collaboratively
At Metrix, we believe exceptional client service starts with an exceptional team! Supported by your strong technical knowledge, financial expertise, and commitment to integrity, hard work, and clarity, we invest in your success through leadership development, coaching, mentorship and growth opportunities. As a Financial Planner, you will have the opportunity to lead yourself and others while continuing to develop advanced competencies and gain broad experience across a variety of services and industries.
We are committed to creating opportunities that will empower you to exceed your personal and professional goals!
Key Responsibilities & Deliverables
· Partner with CPAs to identify financial planning opportunities within existing client relationships
· Lead comprehensive financial planning engagements for business owners and high-net-worth client
· Coordinate planning recommendations across tax, estate, investment, and other advisory specialists
· Collaborate with an established Integrated Advisory Network, providing access to specialized investment, insurance, estate, and business advisory resources to support client implementation
· Manage planning timelines, deliverables, and follow-through to completion
· Contribute to the growth of the Firm’s Wealt Planning revenues.
Education & Experience
· Bachelor’s degree is an asset
· Certified Financial Planner (CFP) designation, or actively working toward completion
· Minimum 5 years of experience in comprehensive financial planning and/or advisory services
· Proven experience leading client relationships and delivering integrated financial planning solutions
· Strong understanding of tax planning, retirement planning, investment management, insurance and estate planning
· Experience collaborating with tax, accounting, and business advisory professionals
· Strong analytical and problem-solving skills
· Commitment to innovation, process improvement and service excellence
· Experience with Conquest software considered an asset
· Travel maybe required – candidate must have a driver’s license and means of transportation
Hours of Work & Compensation
· Flexible work hours
· Friday’s off in July, August and September
· Paid overtime (days in lieu or annual payout)
· Paid professional development
· 3 weeks’ vacation
· Competitive annual salary
· Extensive group benefits package including flex benefits
Who is Metrix Group?
Metrix Group LLP is a mid-sized CPA firm with offices in Edmonton, Lloydminster, Whitecourt, Fort Saskatchewan, La Crete and Evansburg employing a team of over 100 people, including ten partners.
We have a well-established practice offering our clients traditional accounting work (notice-to-reader, review and audit engagements) as well as providing specialty services in taxation, estates and trusts, business valuations, and consulting that serves a broad range of clients covering small-medium sized owner managed businesses, not-for-profit organizations, co-operatives, school divisions and local governments.
From our beginning in 1962, we have a rich history with a reputation built on integrity, hard work and clarity. In addition to our deep roots, we have and continue to experience a great deal of growth through ongoing expansion and numerous mergers, and we look forward to branching out and building our presence further into urban and rural areas in Alberta and Western Canada over the coming years.
We believe that giving back strengthens our communities, our employees and our firm. We are involved in various causes in our communities and encourage our employees to be actively involved in the causes they choose to support. Our involvement includes donations of time (paid volunteer time), energy and resources.
Interested in Launching Your Career with Metrix?
At Metrix Group, we’re invested in your future. Our team of professionals are energized by what they do and we are looking for someone with the same interests!
We thank all applicants in advance for their interest; however, only candidates selected for an interview will be contacted.
Job Types: Full-time, Permanent
Benefits:
Company events
Dental care
Disability insurance
Extended health care
Life insurance
On-site parking
Paid time off
Vision care
Work Location: In person
Metrix Group LLP is expanding its specialty services by adding a Wealth Planning offering and is seeking a Senior Financial Planner (CFP) to work directly with our Partners and Managers to deliver integrated, tax-aware financial planning to business owners, professionals, and high-net-worth clients.
We are seeking an energetic, results oriented self-starter to join our Edmonton team. The successful candidate will have the opportunity to build their career in a forward looking and thriving firm.
In this role, you will lead financial planning engagements that naturally arise from tax, accounting, and business advisory relationships. You will act as the central coordinator of the planning relationship, ensuring strategies move from analysis through to implementation efficiently and collaboratively
At Metrix, we believe exceptional client service starts with an exceptional team! Supported by your strong technical knowledge, financial expertise, and commitment to integrity, hard work, and clarity, we invest in your success through leadership development, coaching, mentorship and growth opportunities. As a Financial Planner, you will have the opportunity to lead yourself and others while continuing to develop advanced competencies and gain broad experience across a variety of services and industries.
We are committed to creating opportunities that will empower you to exceed your personal and professional goals!
Key Responsibilities & Deliverables
· Partner with CPAs to identify financial planning opportunities within existing client relationships
· Lead comprehensive financial planning engagements for business owners and high-net-worth client
· Coordinate planning recommendations across tax, estate, investment, and other advisory specialists
· Collaborate with an established Integrated Advisory Network, providing access to specialized investment, insurance, estate, and business advisory resources to support client implementation
· Manage planning timelines, deliverables, and follow-through to completion
· Contribute to the growth of the Firm’s Wealt Planning revenues.
Education & Experience
· Bachelor’s degree is an asset
· Certified Financial Planner (CFP) designation, or actively working toward completion
· Minimum 5 years of experience in comprehensive financial planning and/or advisory services
· Proven experience leading client relationships and delivering integrated financial planning solutions
· Strong understanding of tax planning, retirement planning, investment management, insurance and estate planning
· Experience collaborating with tax, accounting, and business advisory professionals
· Strong analytical and problem-solving skills
· Commitment to innovation, process improvement and service excellence
· Experience with Conquest software considered an asset
· Travel maybe required – candidate must have a driver’s license and means of transportation
Hours of Work & Compensation
· Flexible work hours
· Friday’s off in July, August and September
· Paid overtime (days in lieu or annual payout)
· Paid professional development
· 3 weeks’ vacation
· Competitive annual salary
· Extensive group benefits package including flex benefits
Who is Metrix Group?
Metrix Group LLP is a mid-sized CPA firm with offices in Edmonton, Lloydminster, Whitecourt, Fort Saskatchewan, La Crete and Evansburg employing a team of over 100 people, including ten partners.
We have a well-established practice offering our clients traditional accounting work (notice-to-reader, review and audit engagements) as well as providing specialty services in taxation, estates and trusts, business valuations, and consulting that serves a broad range of clients covering small-medium sized owner managed businesses, not-for-profit organizations, co-operatives, school divisions and local governments.
From our beginning in 1962, we have a rich history with a reputation built on integrity, hard work and clarity. In addition to our deep roots, we have and continue to experience a great deal of growth through ongoing expansion and numerous mergers, and we look forward to branching out and building our presence further into urban and rural areas in Alberta and Western Canada over the coming years.
We believe that giving back strengthens our communities, our employees and our firm. We are involved in various causes in our communities and encourage our employees to be actively involved in the causes they choose to support. Our involvement includes donations of time (paid volunteer time), energy and resources.
Interested in Launching Your Career with Metrix?
At Metrix Group, we’re invested in your future. Our team of professionals are energized by what they do and we are looking for someone with the same interests!
We thank all applicants in advance for their interest; however, only candidates selected for an interview will be contacted.
Job Types: Full-time, Permanent
Benefits:
Company events
Dental care
Disability insurance
Extended health care
Life insurance
On-site parking
Paid time off
Vision care
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Senior Financial Planner position is now open for candidates interested in the Back Office Jobs sector. This role in Edmonton offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Back Office Jobs is a plus.
