Senior Total Wealth Planner - Edmonton, AB

The Senior Total Wealth Planner provides comprehensive financial planning advice and support to high net worth clients, acting as an in-field subject matter expert. This role involves delivering end-to-end financial plans, fostering financial planning adoption among advisors, and collaborating with internal and external experts to optimize client outcomes. The position requires maintaining professional standards, building strategic relationships, and contributing to the effective functioning of the Financial Planning Advisory team.