CFP: HNW Wealth Planner & Financial Strategy in Calgary

CFP: HNW Wealth Planner & Financial Strategy in Calgary

Calgary Full-Time On-site
C

Canaccord Genuity Corp. in Calgary is seeking a Financial Planner to increase High Net Worth client business by delivering comprehensive financial plans and wealth management solutions. You will work with Investment Advisors to attract and retain clients through tailored plans.

The role requires CFP certification, 3+ years in financial planning, and strong presentation skills. Office-based position with an emphasis on team collaboration and client relationships.

#J-18808-Ljbffr

CFP: HNW Wealth Planner & Financial Strategy in Calgary employer: CGC Canaccord Genuity Corp.

Canaccord Genuity is an exceptional employer that fosters a collaborative and entrepreneurial work culture, encouraging employees to learn and grow in a fast-paced environment. With a strong commitment to diversity and inclusion, the firm offers meaningful career development opportunities and values innovative ideas that drive success. Located in Canada, the AML Analyst role provides a unique chance to contribute to a leading independent financial services firm while ensuring compliance and integrity in the securities industry.

C

Contact Details:

CGC Canaccord Genuity Corp. Recruitment Team