Current jobs related to Senior Financial Planner: High-Net-Worth - Calgary - The Wealth Council

  • Senior Wealth Planner for High-Net-Worth Clients

    3 weeks ago

    Calgary, Canada Edward Jones Full time

    A financial services firm in Calgary seeks a Wealth Consultant II to deliver comprehensive client-centered financial planning and advice. The successful candidate will have experience in wealth management for high-net-worth individuals and will work closely with branch teams and clients to develop tailored financial strategies. Candidates should hold a...

  • Senior Wealth Planner for High-Net-Worth Clients

    3 weeks ago

    Calgary, Canada Edward Jones Full time

    A financial services firm in Calgary seeks a Wealth Consultant II to deliver comprehensive client-centered financial planning and advice. The successful candidate will have experience in wealth management for high-net-worth individuals and will work closely with branch teams and clients to develop tailored financial strategies. Candidates should hold a...

  • Financial Planner

    5 minutes ago

    Calgary, Alberta, Canada Klopp Richardsand Associates Full time

    Job DescriptionOur client is an industry leader offering full-service financial services to their clients focusing on their needs and finding solutions for wealth management solutions. They are looking for a Financial Planner that creates, analyzes, delivers, and supports custom wealth plans for high-net-worth clients. This is a challenging position where...

  • Autonomous Wealth Advisor – Grow High‑Net‑Worth Portfolios

    3 weeks ago

    Calgary, Canada RBC Dominion Securities Full time

    A prominent financial institution in Calgary is seeking an Investment Advisor to help clients achieve their financial goals. In this role, you will build strong relationships with high-net-worth individuals while leveraging RBC's extensive resources. You must have experience in sales and a passion for financial planning. The position offers a base salary...

  • Financial Advisor

    1 week ago

    Calgary, Canada GT Wealth 安加財稅 Full time

    **Job Posting: Financial Advisor** **Game-Changing Career Opportunity** Learn from a high-net-worth financial advisory team where simplicity elevates Canada and resilience shapes your success. **Don’t chase. Attract.** GT Wealth is where promising new advisors and seasoned professionals rise—together, with purpose. **For New Advisors** ✔ Receive...

  • Senior Private Banking Advisor

    29 minutes ago

    Calgary, Alberta, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Senior Wealth Planning Strategist for HNW Clients

    3 weeks ago

    Calgary, Canada BMO Financial Group Full time

    A leading financial services provider in Calgary is seeking a Wealth Management Consultant to provide advanced financial planning and advisory services for high net worth clients. This role focuses on developing customized wealth strategies and collaborating with Investment Advisors to enhance the client experience. Ideal candidates should possess relevant...

  • Wealth Consultant II

    3 weeks ago

    Calgary, Canada Edward Jones Full time

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our...

  • Wealth Consultant II

    3 weeks ago

    Calgary, Canada Edward Jones Full time

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our...

  • Institutional Investor Relations

    7 days ago

    Calgary, Canada Matco Financial Inc. Full time

    **Position: Institutional Investor Relations** **Location: Calgary, AB** **Type: Full-time** **About Us** Matco Financial Inc. is an independent Canadian investment management firm based in Calgary. We specialize in providing customized investment solutions to high-net-worth individuals, families, foundations, and institutions. With a commitment to...

Senior Financial Planner: High-Net-Worth

7 hours ago

Calgary, Canada The Wealth Council Full time

A 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 opportunities for professional growth and development.
#J-18808-Ljbffr