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Finance / Investment / Stock market / Wealth management / Financial adviser / Financial planner / Financial management advisor / Multi family office / Financial economics / Business / Financial services


We are currently recruiting for a Regional Vice President, Wealth Planning (Tax and/or Estate Planning) to join our Wealth Planning team. In this role, the successful candidate will be responsible for providing comprehen
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Document Date: 2014-12-18 14:25:18


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City

Calgary / /

Company

Stonegate Private / CI Financial / Microsoft / Assante Wealth Management / /

Country

Canada / /

Currency

USD / /

IndustryTerm

diverse / online application / portfolio management solutions / insurance specialists / income tax research software / day travel / integrated wealth planning services / legal and accounting firms / /

Organization

Canadian Bar Association / /

Position

Financial Advisor / Regional Vice President / Wealth Planning / wealth advisors in client development / legal and accounting counsel / Counsel / appreciative advisors / financial advisors / Vice President / Wealth Planning / Private Counsel / advisors / Regional Vice President / professional advisors / Private Counsel / a subsidiary / /

Product

Wealth Planning / /

ProvinceOrState

Alberta / /

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