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Senior Financial Planner (CFP)

  • Full Time
  • Anywhere

Richardson Wealth

Richardson Wealth — Calgary, Calgary region

Position Overview The Senior Financial Planner will work collaboratively with the professionals in the Tax and Estate Planning team, as well as Investment Advisors and Insurance Consultants, to prepare comprehensive financial plans for high-net-worth (HNW) clients. This is a salaried role with no commission sales component. Our Tax and Estate Planning Professionals work directly with clients and t…

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Working in Calgary, Alberta, Canada

Calgary is the largest city in the Canadian province of Alberta. As of 2021, the city proper had a population of 1,306,784 and a metropolitan population of 1,481,806, making Calgary the third-largest city and the fifth-largest metropolitan area in Canada.

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