Senior Wealth Planner – High-Net-Worth Financial Strategy
1 week ago
A leading financial institution in Calgary seeks a Senior Total Wealth Planner to deliver comprehensive financial planning advice to high net worth clients. The role emphasizes relationship building, collaboration with internal experts, and the use of financial planning software. The ideal candidate will possess a university degree, CFP designation, and at least 5 years of experience in financial planning, along with a Life Insurance license and Canadian Securities Course.
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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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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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Calgary, Canada Scotiabank Full timeA leading financial institution in Calgary seeks a Senior Total Wealth Planner to deliver comprehensive financial planning advice to high net worth clients. The role emphasizes relationship building, collaboration with internal experts, and the use of financial planning software. The ideal candidate will possess a university degree, CFP designation, and at...
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Calgary, Canada Scotiabank Full timeA leading financial institution in Calgary seeks a Senior Total Wealth Planner to deliver comprehensive financial planning advice to high net worth clients. The role emphasizes relationship building, collaboration with internal experts, and the use of financial planning software. The ideal candidate will possess a university degree, CFP designation, and at...
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Calgary, Canada Scotiabank Full timeA leading financial institution in Calgary seeks a Senior Total Wealth Planner to deliver comprehensive financial planning advice to high net worth clients. The role emphasizes relationship building, collaboration with internal experts, and the use of financial planning software. The ideal candidate will possess a university degree, CFP designation, and at...
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Senior Wealth Planner for High-Net-Worth Clients
3 weeks ago
Calgary, Canada Klopp Richardsand Associates Full timeA leading financial services firm in Calgary seeks a Financial Planner to provide dynamic wealth planning solutions for high-net-worth clients. The ideal candidate will have strong analytical skills, a CFP designation, and a minimum of 10 years' experience in financial planning or wealth management. This role requires excellent communication skills and the...
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Calgary, Canada Klopp Richards & Associates Full timeA leading financial services firm in Calgary is looking for a Financial Planner to deliver innovative wealth management solutions for high-net-worth clients. The ideal candidate will have strong analytical and communication skills, a CFP designation, and a minimum of 10 years of experience in financial planning. This role offers the opportunity to work in a...
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Calgary, Canada Klopp Richards & Associates Full timeA leading financial services firm in Calgary is looking for a Financial Planner to deliver innovative wealth management solutions for high-net-worth clients. The ideal candidate will have strong analytical and communication skills, a CFP designation, and a minimum of 10 years of experience in financial planning. This role offers the opportunity to work in a...
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Calgary, Canada Klopp Richards & Associates Full timeA leading financial services firm in Calgary is looking for a Financial Planner to deliver innovative wealth management solutions for high-net-worth clients. The ideal candidate will have strong analytical and communication skills, a CFP designation, and a minimum of 10 years of experience in financial planning. This role offers the opportunity to work in a...