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Wealth Advisor at SAP

Language

Compensation · Listed in posting

CA$75,000 – CA$125,000/yr

Setup
Hybrid
Location
Calgary, Alberta
Type
Full-time, Part-time
Level
senior
Posted

Summary from listing

Canada Life is hiring an Investment Planning Counsel in Calgary to maintain and grow existing high-net-worth client relationships, deliver personalized wealth-management solutions, conduct proactive client meetings, educate clients about products and services, and provide a world-class client experience. The role requires CSC/CPH completion, investment dealer licensing, post-secondary business education or at least three years of client-facing industry experience, and is intended for an experienced wealth advisor taking over an existing client book. The position offers a base salary of $75,000 to $125,000 annually, with full-time or part-time permanent status and hybrid work.

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