Bilingual Wealth Planner
3 weeks ago
A leading financial institution in Calgary seeks a Financial Planner who is bilingual in Vietnamese to provide personalized financial advice and solutions. You will identify clients' financial goals, manage relationships, and contribute to a high-performing team. Ideal candidates have a university degree and relevant financial certifications. This position offers a salary range of $60,000 - $70,000 CAD with potential for commissions.
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Senior Financial Planner: High-Net-Worth
3 weeks ago
Calgary, Canada The Wealth Council Full timeA financial advisory firm in Calgary is seeking a Senior Financial Planner responsible for providing strategic wealth management services to high-net-worth individuals. The ideal candidate has a strong background in financial planning, excellent analytical and interpersonal skills, and the ability to adapt in a dynamic work environment. This role offers...
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Senior Financial Planner: High-Net-Worth
4 weeks ago
Calgary, Canada The Wealth Council Full timeA financial advisory firm in Calgary is seeking a Senior Financial Planner responsible for providing strategic wealth management services to high-net-worth individuals. The ideal candidate has a strong background in financial planning, excellent analytical and interpersonal skills, and the ability to adapt in a dynamic work environment. This role offers...
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Senior Financial Planner: High-Net-Worth
4 weeks ago
Calgary, Canada The Wealth Council Full timeA financial advisory firm in Calgary is seeking a Senior Financial Planner responsible for providing strategic wealth management services to high-net-worth individuals. The ideal candidate has a strong background in financial planning, excellent analytical and interpersonal skills, and the ability to adapt in a dynamic work environment. This role offers...
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Bilingual Wealth Planner
4 weeks ago
Calgary, Canada TD Full timeA leading financial institution in Calgary seeks a Financial Planner who is bilingual in Vietnamese to provide personalized financial advice and solutions. You will identify clients' financial goals, manage relationships, and contribute to a high-performing team. Ideal candidates have a university degree and relevant financial certifications. This position...
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Senior Financial Planner
3 weeks ago
Calgary, Canada The Wealth Council Full timeSchedule: 5 days per week (business hours) Compensation: To be discussed At The Wealth Council, our clients expect the best quality financial advice available. We invest in our employees in order to ensure this level of service is consistently provided. We are currently hiring a Senior Financial Planner to work on a dynamic array of high-net-worth and...
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Senior Financial Planner
4 weeks ago
Calgary, Canada The Wealth Council Full timeSchedule: 5 days per week (business hours) Compensation: To be discussed At The Wealth Council, our clients expect the best quality financial advice available. We invest in our employees in order to ensure this level of service is consistently provided. We are currently hiring a Senior Financial Planner to work on a dynamic array of high-net-worth and...
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Senior Financial Planner
4 weeks ago
Calgary, Canada The Wealth Council Full timeSchedule: 5 days per week (business hours) Compensation: To be discussed At The Wealth Council, our clients expect the best quality financial advice available. We invest in our employees in order to ensure this level of service is consistently provided. We are currently hiring a Senior Financial Planner to work on a dynamic array of high-net-worth and...
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Wealth Planner
1 week ago
Eastern Ontario, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southw, Canada Successionwealth Full timeWealth Planner – Cornwall Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus Succession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve their financial aspirations. We can confidently say we have...
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Senior Total Wealth Planner
4 weeks ago
Calgary, Canada Scotiabank Full timeSenior Total Wealth Planner - Calgary, AB Join to apply for the Senior Total Wealth Planner - Calgary, AB role at Scotiabank Requisition ID: 239965 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Of Job Financial Planning is a key service provided to clients of Scotia Wealth Management. The...
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Wealth Planner for Mass Affluent Clients
2 weeks ago
Calgary, Canada TD Securities Full timeA leading investment firm in Calgary is seeking a Financial Planner to provide personalized wealth planning and advice. This full-time role requires a passion for helping clients achieve their financial goals along with a strong understanding of the industry. Candidates should have a university degree and relevant certifications. The position offers a...