Senior Wealth & Estate Planner for High-Net-Worth Clients
Canaccord Genuity Group Inc.
Calgary
Job Description
A financial services firm is hiring a Wealth & Estate Planning Specialist in Calgary. The role involves preparing detailed financial plans for high-net-worth clients and collaborating with advisors to enhance client relationships. Candidates should possess at least 10 years of experience in financial planning, strong presentation skills, and relevant certifications. A commitment to client education and teamwork is essential for success in this growing division. This position offers a promising long-term career in a dynamic environment.#J-18808-Ljbffr
How to Apply
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Frequently Asked Questions
Who is hiring?▼
This role is with Canaccord Genuity Group Inc. in Calgary.
Is this a remote position?▼
This appears to be an on-site role in Calgary.
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