Accounting & Finance

CFP Wealth Planner for High-Net-Worth Clients

Canaccord Genuity Wealth & Estate Planning Services Ltd

Calgary · Alberta · Canada

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 strong communication and presentation skills.

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Reference: WJ-4703_8909620

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