Cfp: Hnw Wealth Planner

Canaccord Genuity Corp. in Calgary is seeking a Financial Planner to increase High Net Worth client business by delivering comprehensive financial plans and wealth management solutions. You will work with Investment Advisors to attract and retain clients through tailored plans. The role requires CFP certification, 3+ years in financial planning, and strong...

About the OpportunitySummit Search Group is recruiting for an established and growing independent wealth management and financial planning firm in Calgary.The firm provides comprehensive financial planning and wealth management solutions to successful individuals, families, and business owners. Its approach is highly relationship focused, with an emphasis on...

About the Opportunity Summit Search Group is recruiting for an established and growing independent wealth management and financial planning firm in Calgary. The firm provides comprehensive financial planning and wealth management solutions to successful individuals, families, and business owners. Its approach is highly relationship focused, with an emphasis...

Purpose Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Contributes to the overall success of the Total Wealth Planning, Global Wealth Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business...

Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal...

Putting people first, every dayBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal...

Who we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional,...

Position Overview: We are seeking an experienced Financial Planner to join our growing team. This is an opportunity for a planning-focused professional who is passionate about helping clients achieve their long-term financial goals through comprehensive and ongoing financial planning. Working closely with advisors, portfolio managers and support staff, the...

Work Location: Calgary, Alberta, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $60,000 - $70,000 CAD This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at...