📍 Local Job Near You
Senior Wealth Planner – Strategic Client Solutions
Raymond James Ltd.
📍
calgary, Canada
Location
calgary
Posted
June 04, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
A leading investment firm is seeking a Senior Financial Planner in Calgary to manage client engagements and deliver high-quality financial planning services. The ideal candidate will have extensive knowledge of Canadian financial planning and at least 5 years of experience in a client-facing role. Responsibilities include preparing financial plans, working collaboratively with advisors, and delivering presentations to enhance service offerings. A competitive salary range of $110,000-$130,000 annually is offered, along with performance bonuses.
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