A leading financial institution is seeking a Senior Total Wealth Planner in Calgary, Alberta. This role involves delivering bespoke financial planning services to high net worth clients. Candidates must possess a university degree and relevant certifications such as CFP or CPA, along with a minimum of five years of experience in financial planning. The position requires strong interpersonal skills and the ability to collaborate with various stakeholders. A deep understanding of financial planning processes and tools is vital. The organization values diversity and inclusion.#J-18808-Ljbffr
Senior High-Net-Worth Wealth Planner
SCOTIABANK
calgary, calgary
Published 27 days ago
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