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Senior Wealth & Estate Planner for High-Net-Worth Clients

Canaccord Genuity Group Inc.

Calgary, Canada

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Job Description

A financial services firm is hiring a Wealth & Estate Planning Specialist in Calgary. The role involves preparing detailed financial plans for high-net-worth clients and collaborating with advisors to enhance client relationships. Candidates should possess at least 10 years of experience in financial planning, strong presentation skills, and relevant certifications. A commitment to client education and teamwork is essential for success in this growing division. This position offers a promising long-term career in a dynamic environment.
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