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

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

06 Oct
|
Canaccord Genuity Wealth u0026 Estate Planning Services
|
Calgary

06 Oct

Canaccord Genuity Wealth u0026 Estate Planning Services

Calgary

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 solid communication and presentation skills.

📌 CFP Wealth Planner for High-Net-Worth Clients (Calgary)
🏢 Canaccord Genuity Wealth u0026 Estate Planning Services
📍 Calgary

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