Full-time
Senior Wealth Planner – Strategic Client Solutions
Posted by Raymond James Ltd. • calgary, ab, Canada
About the Role
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.
#J-18808-Ljbffr
#J-18808-Ljbffr
Ready to Apply?
Submit your application today and take the next step in your career journey with Raymond James Ltd..
Apply Now