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Part Time Financial Planner Jobs in Calgary, AB (NOW HIRING)

Director, Total Rewards

Calgary, AB · Hybrid

CA$135K - CA$180K/yr

In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus ... Financial Group, a leading national distributor of personal and business insurance. In March of ...

Participate in the Care Planning process by identifying and implementing ideas to meet resident ... Time Type: Part time At Extendicare, we've spent more than 50 years dedicated to enhancing the ...

Dexterra Group is a fast-growing, financially strong, publicly listed company (TSX:DXT). We have a ... part-time opportunities at any given time. We aim to provide our people with more than just a job ...

... part-time hours available. * Weekend availability is required. * Must be able to work a minimum of ... Must be available for training dates (planned November 14 & 15, 2026). * Must be available over the ...

Claims Technical Specialist

Calgary, AB · Hybrid

CA$90K - CA$110K/yr

In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus ... Financial Group, a leading national distributor of personal and business insurance. In March of ...

Solution Analyst II

Calgary, AB · Hybrid

CA$80K - CA$100K/yr

In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus ... Balance interrupt-driven support with planned delivery. Qualifications * Minimum 3 years of ...

Showing results 21-28

Part Time Financial Planner information

See Calgary, AB salary details

$18.5K

$65.8K

$134K

How much do part time financial planner jobs pay per year?

As of Sep 7, 2026, the average yearly pay for part time financial planner in Calgary, AB is $65,796.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $85,000.00 per year, depending on experience, location, and employer.

What is a part-time financial planner?

Part-time financial planners are professionals who help individuals or businesses manage their finances, investments, and financial goals, but work fewer hours than a full-time planner. They may offer services such as budgeting, retirement planning, tax advice, and investment recommendations on a flexible or as-needed basis. This role is ideal for those seeking work-life balance, or for clients who require financial advice but do not need a full-time commitment. Part-time financial planners may work independently, for financial advisory firms, or even remotely, providing valuable guidance tailored to their clients' unique needs.

What does a part-time financial planner do?

As a part-time financial planner, you work with clients to help them achieve their objectives. Your duties have you working less than 40 hours per week, and you may plan your schedule for when clients are available for appointments. Your primary responsibilities include meeting with individuals or businesses to assess their financial needs. You then assist them in planning and implementing strategies to achieve their goals. Often, you perform analysis on options for investments, or review investments that clients already have. You also advise clients about subjects such as insurance, tax liability, real estate, and debt.

What are the key skills and qualifications needed to thrive as a part-time financial planner, and why are they important?

To thrive as a Part Time Financial Planner, you need strong analytical skills, financial knowledge, and typically a bachelor's degree in finance or a related field, along with relevant licenses such as the CFP certification. Familiarity with financial planning software, portfolio management tools, and compliance systems is also important. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts simply help set top professionals apart. These skills and qualifications are crucial for building client trust, ensuring sound financial advice, and efficiently managing client portfolios.

How does working as a part-time financial planner impact client relationship management and workload balance?

As a part-time financial planner, managing client relationships effectively often requires strong organizational skills and clear communication about your availability. You may need to prioritize tasks, schedule client meetings more strategically, and leverage digital tools to ensure clients feel supported despite reduced hours. While the workload can be more flexible, it’s important to set realistic expectations with both clients and your team to maintain trust and deliver consistent service. Many part-time planners collaborate closely with full-time colleagues or support staff to ensure continuity and comprehensive client care.

What is the difference between Part Time Financial Planner vs Financial Advisor?

AspectPart Time Financial PlannerFinancial Advisor
CertificationsCFP, ChFC often preferredCFP, ChFC, or similar certifications
Work EnvironmentPart-time, flexible hours, often independent or small firmsFull-time, office-based or client-facing roles
Employer & IndustryFinancial planning firms, independent practices, or self-employedBanks, investment firms, or independent practices
Search & Comparison IntentPart Time Financial Planner vs Financial AdvisorPart Time Financial Planner vs Financial Advisor

Both roles involve providing financial advice, but Part Time Financial Planners typically work fewer hours and may operate independently or in small firms. Financial Advisors often work full-time within larger organizations. The certifications and industry usage overlap significantly, making them closely related but differing mainly in hours and work setting.

Is there a demand for part time financial planners?

Part time financial planners are in demand as many clients seek flexible scheduling and personalized financial advice. The role often requires certifications like the CFP and proficiency with financial planning tools, making it suitable for professionals seeking part-time work in the finance industry.

What are the most commonly searched types of Financial Planner jobs in Calgary, AB?

The most popular types of Financial Planner jobs in Calgary, AB are:

Underwriting Quality Assurance Specialist - Commercial Lines

Wawanesa Insurance

Calgary, AB • Hybrid

CA$80K - CA$100K/yr

Full-time, Part-time

Retirement, PTO

Posted 4 days ago


Job description

Job ID: 10278 


Employment Type:
Existing Role 

Work Environment: We offer a hybrid work environment that offers flexibility to our employees in balancing in-office (2 days per week OR 15 hours per week in a Wawanesa office) and remote work. You may work from any of the following locations: Winnipeg, MB; Wawanesa, MB; Vancouver, BC; Calgary, AB; Edmonton, AB; Lethbridge, AB; Toronto (North York), ON; Kitchener, ON; Ottawa, ON; Montreal, QC; Quebec City, QC, Moncton, NB; Dartmouth; NS. 

Working Business Language: English. This role is considered a head-office role and will be required to communicate with internal and external stakeholders across Canada where the primary business language for this role is English.  As such, the successful candidate must be fully proficient in English.
 

Salary: At Wawanesa, salary is only one component of a holistic, comprehensive and competitive offering that we provide to our employees. In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus plan, leave of absence top-up programs and provided with generous vacation time, personal days, premium free benefits and pension plan. 
 

The salary offered for this role is determined with consideration to various factors, including but not limited to: your work location, local labour market conditions, external market salary data, internal pay equity and the knowledge, skills, experience and anticipated proficiency in the role. The salary offered is estimated to be within the following range: $80,000 - $100,000. Candidates with salary expectations outside of the range are still encouraged to apply.

About The Wawanesa Mutual Insurance Company
Founded in 1896, The Wawanesa Mutual Insurance Company is one of Canada's largest mutual insurers, 100% owned by its members, with more than $4.1 billion in annual revenue and $12.5 billion in assets. Headquartered in Winnipeg, Wawanesa is the parent company of Wawanesa Life, which provides life insurance solutions throughout Canada, and Western Financial Group, a leading national distributor of personal and business insurance. In March of 2026, Wawanesa entered into an agreement to acquire Everest Insurance Company of Canada to strengthen its commercial insurance capabilities and advance its long-term growth strategy.


Wawanesa proudly serves more than 1.8 million members and we are home to more than 3,000 employees across Canada. The company actively gives back to organizations that strengthen communities, donating more than $4 million annually to charitable organizations, including more than $2 million each year in support of people on the front lines of climate change. Learn more at wawanesa.com.

We are currently looking for dedicated, driven, and enthusiastic individuals who thrive in an environment that welcomes change and are looking for an opportunity for diverse experience and advancement on a growing team.

Job Overview

Working under moderate supervision, the Commercial Insurance Quality Assurance Specialist is responsible for the utilization and maintenance of quality assurance and audit practices within the Commercial Insurance Underwriting function. The successful candidate will work with their leader in ensuring that corporate underwriting policies, procedures and controls support Wawanesa's strategic goals and objectives.

Job Responsibilities

  • Contribute to the design, implementation and management of annual risk assessments, review planning and scheduling.
  • Perform independent quality assurance reviews for all Commercial Operations to achieve the organization's strategic objectives and risk profile, as well as contributing to drafting reports.
  • Contribute to the enhancement and maintenance of a regional underwriting file review, contributing to drafting reports. Including calibration reviews to ensure alignment and support the organization's strategic objectives and risk profile are achieved.
  • Participate in the Ethidex, FSRA, Facility Association, CCIR Fair Treatment of Customer and other compliance reviews as required for Commercial.
  • Collaborate with executive and Operational leadership by challenging ineffective and inefficient processes and identifying continuous improvement opportunities including exceptional file handling practices and capabilities.
  • Contribute to the design and implementation of best practices and documentation for identifying and mitigating risk in alignment with corporate strategies.
  • Participate in commercial lines underwriting initiatives and support action plans to drive financial results and efficiencies.
  • Maintain awareness of industry trends and changes to ensure Wawanesa is prepared to respond in a manner consistent with our vision and values.
  • Maintain, track, and ensure timely response to various operational reporting deadlines as assigned.
  • Promote the Company's Code of Conduct and values, and models' behaviors that align to these principles.
  • Perform other duties as assigned.
Qualifications
  • Minimum of 3-5 years Property and Casualty industry experience and/or experience conducting compliance reviews.
  • Post-secondary education and/or commitment to completion of a Property and Casualty industry designation (CIP/FCIP).
  • Professional audit designation (CIA and/or CFE), or commitment to obtaining same would be an asset.
  • Experience dealing with regulatory authorities and a background in reviewing legislation are considered an asset.
  • Familiarity with Audit or Quality Assurance practices is considered an asset.
  • Technical competence in auto, property and liability underwriting with a solid understanding and application of best practices in commercial insurance.
  • Ability to use critical thinking, logic, critical reasoning, and good judgement to get to the root of issues.
  • Excellent analytical and problem-solving skills, with the ability to conduct detailed analysis of information and to select and implement best solutions promptly.
  • Excellent communication, negotiation, and presentation skills, with the ability to communicate at the right level for the audience and present information or arguments in a convincing manner.
  • Strong planning and organizing skills, with the ability to develop and prioritize effective plans that define activities, resources, and timelines.
  • Working knowledge of Microsoft Office Suite.
  • Familiarity with audit and quality assurance software is considered an asset.


Diversity Equity, Inclusion& Belonging
At Wawanesa, we are committed to Diversity, Equity, Inclusion and Belonging (DEIB) and believe that our strength lies in the diversity of our people - this is supported by having a representative workforce.

We welcome applications from all qualified candidates, including racialized persons, women, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA+ community, gender-diverse and neurodiverse individuals, and anyone who can contribute to the further diversification of thought and ideas. 
 

We aim to ensure our recruitment process is accessible to all candidates. If you require accommodations during any stage of the recruitment process, please reach out in confidence to jobs@wawanesa.com.
 

All Wawanesa job applicants are subject to Wawanesa's Privacy Policy.

Please note that the recruitment process for this position may involve the use of AI tools to screen, assess, or select applicants. All final decisions are taken or reviewed by human recruiters and human hiring leaders in compliance with all applicable legislation.