We are partnering with a respected Canadian financial services firm to hire a Wealth Planner (Senior) for their growing team in Calgary.
This is a leadership-oriented, client-facing role for a seasoned financial planning professional ready to deliver thoughtful advice and drive meaningful client outcomes.
Your Impact
- Provide comprehensive financial planning across investments, retirement, tax, insurance, and estate
- Build and maintain trusted client relationships through proactive engagement and consistent delivery
- Support integrated planning by working with accountants and other professionals
- Lead and mentor a small team to ensure high standards of service and compliance
- Identify opportunities to grow client relationships and contribute to business development
- Ensure full alignment with internal policies, industry regulations, and planning best practices
What You Bring
- 8--10 years of financial planning experience
- Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations required
- An insurance license is an asset
- Proven ability to deliver complex planning solutions and build long-term client relationships
- Leadership mindset, strong communication skills, and business acumen
- Entrepreneurial drive with a passion for financial wellness and client success
Why Join
- Work with a collaborative, client-focused team
- Access to best-in-class tools and a supportive leadership group
- Contribute to a firm that values impact, integrity, and innovation
- Grow your career in a role that offers autonomy and opportunity
- Base salary $80K-$140K and excellent benefits
