CFP Wealth Planner for High-Net-Worth Clients (Alberta)

CFP Wealth Planner for High-Net-Worth Clients (Alberta)

05 Oct
|
Canaccord Genuity Wealth & Estate Planning Services
|
Alberta

05 Oct

Canaccord Genuity Wealth & Estate Planning Services

Alberta

Canaccord Genuity Wealth & Estate Planning Services Ltd in Calgary seeks a Financial Planner to design comprehensive wealth plans, covering investments, retirement, estate and tax planning. You will tailor solutions for NHW clients and collaborate with Investment Advisors to attract and retain business.
Ideal candidates hold the CFP designation, have 3+ years of experience, and demonstrate robust communication and presentation skills.

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📌 CFP Wealth Planner for High-Net-Worth Clients (Alberta)
🏢 Canaccord Genuity Wealth & Estate Planning Services
📍 Alberta

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