Job Title

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 ImpactProvide comprehensive financial planning across investments, retirement, tax, insurance, and estateBuild and maintain trusted client relationships through proactive engagement and consistent deliverySupport integrated planning by working with accountants and other professionalsLead and mentor a small team to ensure high standards of service and complianceIdentify opportunities to grow client relationships and contribute to business developmentEnsure full alignment with internal policies, industry regulations, and planning best practicesWhat You Bring810 years of financial planning experienceCertified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations requiredAn insurance license is an assetProven ability to deliver complex planning solutions and build long-term client relationshipsLeadership mindset, strong communication skills, and business acumenEntrepreneurial drive with a passion for financial wellness and client successWhy JoinWork with a collaborative, client-focused teamAccess to best-in-class tools and a supportive leadership groupContribute to a firm that values impact, integrity, and innovationGrow your career in a role that offers autonomy and opportunityBase salary $80K-$140K and excellent benefits