Financial planners develop personal financial plans for individuals and families. They analyze clients' net worth, financial resources, lifestyle preferences and goals, and make recommendations regarding how clients can achieve their financial goals. In general, financial planners: 1) help clients gather information from bank account records, income tax returns, life and disability insurance records, pension plan information and wills 2) help clients calculate their net worth 3) help clients identify personal and financial goals and objectives 4) explain and compare financial products 5) make recommendations regarding how clients can achieve their financial goals and objectives 6) help clients implement plans or refer them to other financial services or professionals 7) build and maintain a client base by keeping current client plans up to date and recruiting new clients on an ongoing basis 8) meet with financial product representatives 9) maintain detailed client files. More... Occupation description courtesy of the Alberta Learning Information Service www.alis.alberta.ca