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Wealth Planner; CFP Eligible
Job Description & How to Apply Below
A leading wealth management firm in Calgary seeks a Senior Financial Planning Associate to support financial planning needs with a focus on client relationships. The role requires a CFP or IQFP designation and experience in financial planning, offering a competitive compensation package and an inclusive team environment. Candidates will assist Advisors in delivering personalized wealth strategies and presentations, contributing to a culture of collaboration and continuous growth.
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