Senior Wealth Planning Strategist for HNW Clients

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...

Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client‑focused wealth planning experience culminating in a documented wealth strategy. Participates in the...

Application Deadline: 01/08/2026 Address: 525 8th Ave SW East Tower Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a...

A financial services company in the Greater Calgary Region seeks a Wealth Management Associate to support a Financial Advisor in providing comprehensive financial planning. The role involves daily client interactions, managing compliance, and utilizing technology for enhanced service. Ideal candidates will have significant industry experience, manage...

525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 **Wealth Planning Advisor** The Wealth Planning Support Team is a business unit within BMO Wealth Distribution and Advisory Services, a dedicated team of knowledgeable professionals with diverse expertise in wealth planning. We leverage a team approach to deliver innovative and customized wealth planning...

**Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

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 leading financial services firm in Calgary is seeking a Wealth Planning Associate to support Wealth Advisors with financial planning and client management. The role requires over 3 years of client-facing experience in wealth management, alongside strong communication and analytical skills. The position offers a competitive salary range of $70,000 - $85,000...