Senior Wealth Planner – High‑ net‑Worth Client Focus

Edward Jones; Calgary; Sur place; CAD 100 000 - 180 000; Plein temps

Résumé du poste

Edward Jones is seeking a subject-matter expert to deliver client-centered wealth planning for high-net-worth clients. You will coordinate with internal specialists and external advisors to build integrated plans that reflect clients' values and goals.

You will tailor investment portfolios to achieve long-term objectives and work as a strong, collaborative team member. The role emphasizes comprehensive planning across retirement, cash flow, taxes, estate planning, and protection, with a focus on

Qualifications

• Bachelors degree preferred in Business, Finance or Accounting.
• Accredited financial planning designation (CFP, Pl.Fin).
• Fluency in French is a strong plus for candidates.

Responsabilités

• Provide ongoing professional planning on complex strategies for high-net-worth clients.
• Collaborate with internal subject matter experts and external advisors.
• Develop holistic financial plans aligned with client values and goals.
• Construct investment portfolios appropriate for long-term objectives and risk.
• Contribute to a high-performance team, sharing knowledge and feedback.

Connaissances

Communication skills

Team collaboration

Client-focused planning

Formation

Bachelor's degree in Business/Finance/Accounting

CFP/Pl.Fin designation

French fluency (advantage)

Outils

Microsoft Office

Virtual meeting tools

Financial planning software

Description du poste

Edward Jones is seeking a subject-matter expert to deliver client-centered wealth planning for high-net-worth clients. You will coordinate with internal specialists and external advisors to build integrated plans that reflect clients' values and goals.

You will tailor investment portfolios to achieve long-term objectives and work as a strong, collaborative team member. The role emphasizes comprehensive planning across retirement, cash flow, taxes, estate planning, and protection, with a focus on