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Senior Wealth Planner – Strategic Client Solutions

Raymond James Ltd.
Location 📍 calgary, Canada
Posted 📅 June 01, 2026
Work Type ⏰ Full-time

Position Overview

A leading investment firm is seeking a Senior Financial Planner in Calgary to manage client engagements and deliver high-quality financial planning services. The ideal candidate will have extensive knowledge of Canadian financial planning and at least 5 years of experience in a client-facing role. Responsibilities include preparing financial plans, working collaboratively with advisors, and delivering presentations to enhance service offerings. A competitive salary range of $110,000-$130,000 annually is offered, along with performance bonuses.
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Job Details

Employment Type
Full-time
📊
Category
Other-General
🏠
Work Arrangement
On-site
📍
Location
calgary, Canada