Senior Wealth Planner for High-Net-Worth Clients

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...

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...

Schedule: 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...

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...

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...

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...

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...

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...

A financial services firm in Calgary is seeking a Private Wealth Credit Solutions Associate to support high net worth clients with customized banking and credit solutions. The ideal candidate has a strong background in Private Banking, excellent communication skills, and a commitment to client service. This role involves developing banking knowledge,...

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...