Comprehensive financial planning and wealth management define this Calgary prospect for an experienced Senior Advisor and Certified Financial Planner. Build trusted client relationships.
Summit Search Group is recruiting for an established independent wealth management and financial planning firm. The Senior Wealth Management Advisor serves affluent and high net worth clients. This position focuses on holistic advice, complex relationships, and personalized strategies across clients’ broader financial lives.
Key Responsibilities: Provide comprehensive financial planning and wealth management advice
Develop retirement, tax, estate, investment, insurance, and cash flow strategies
Build trusted, long term client relationships
Conduct reviews and identify planning opportunities




Collaborate with accountants, lawyers, and internal specialists
Requirements: Five or more years in wealth management or financial planning
Experience serving affluent and high net worth clients
Strong investment, retirement, tax, estate, and risk knowledge
Experience managing complex client portfolios
Certified Financial Planner designation and securities licensing
Bring sophisticated planning, portfolio management, and relationship-building expertise to Calgary’s established wealth management practice serving high net worth clients.

#J-18808-Ljbffr

📌 Senior Wealth Management Advisor CFP (Alberta)
🏢 Summit Search Group
📍 Alberta