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Senior Financial Planner – HNW Wealth & Planning Lead

Company

Raymond James Financial

Location

calgary, Canada

Type

Full-time

A leading independent investment firm in Calgary seeks a Senior Financial Planner to provide high-quality, integrated financial planning services. The role involves managing client engagements and working closely with the Total Wealth Solutions team to deliver exceptional planning solutions. Candidates with extensive knowledge of Canadian financial planning, a CFP® designation, and 5+ years in the wealth management industry are encouraged to apply. Competitive salary and benefits offered.
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