Senior Wealth Planning Strategist; Hybrid
Job in
Calgary, Alberta, D3J, Canada
Listed on 2026-03-12
Listing for:
BMO Financial Group
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial services organization is seeking a Wealth Planning Advisor in Calgary. This hybrid role focuses on delivering financial planning expertise and collaborative support to wealth professionals. The ideal candidate will have over 5 years of experience in financial planning, strong customer service skills, and proficiency in Wealth Path. The position offers a competitive salary range of $69,000.00 to $, based on experience and qualifications.
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Position Requirements
10+ Years
work experience
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