Senior Wealth Planner – Strategic Client Solutions

A leading investment firm is seeking a Senior Financial Planner in Calgary to manage client engagements and deliver high-quality financial planning services. The ideal candidate will have extensive knowledge of Canadian financial planning and at least 5 years of experience in a client-facing role. Responsibilities include preparing financial plans, working collaboratively with advisors, and delivering presentations to enhance service offerings. A competitive salary range of $110,000-$130,000 annually is offered, along with performance bonuses.
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