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Wealth Planner; CFP Eligible

Job in Calgary, Alberta, D3J, Canada
Listing for: Scotiabank
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Total Wealth Planner (CFP Eligible)
A leading financial institution in Canada is seeking a Senior Financial Planning Associate to support an Advisor in delivering comprehensive financial plans to clients. The ideal candidate should possess a CFP designation and at least two years of experience in financial planning, showcasing strong communication skills. This role emphasizes collaboration within a team and a focus on enhancing client relationships while navigating complex financial strategies.

Competitive compensation and an inclusive work environment are offered.
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