Senior Financial Planner – HNW Wealth & Planning Lead

A leading independent investment firm in Calgary seeks a Senior Financial Planner to provide high-quality, integrated financial planning services. The role involves managing client engagements and working closely with the Total Wealth Solutions team to deliver exceptional planning solutions. Candidates with extensive knowledge of Canadian financial planning, a CFP® designation, and 5+ years in the wealth management industry are encouraged to apply. Competitive salary and benefits offered.
#J-18808-Ljbffr