About the Opportunity Summit Search Group is recruiting for an established and growing independent wealth management and financial planning firm in Calgary.

The firm provides comprehensive financial planning and wealth management solutions to successful individuals, families, and business owners. Its approach is highly relationship focused, with an emphasis on understanding each client’s broader financial objectives and providing tailored advice across multiple areas of their financial lives.

We are seeking an experienced Senior Wealth Management Advisor / Certified Financial Planner (CFP) to join an established team.

This opportunity is well suited to an experienced advisor who enjoys working with affluent and high net worth clients, managing complex relationships, and delivering holistic financial planning beyond traditional investment management.

Key Responsibilities

Provide comprehensive financial planning and wealth management advice to affluent and high net worth clients

Develop personalized strategies across retirement, tax, estate, investment, insurance, and cash flow planning

Build and maintain trusted, long term client relationships

Conduct regular client review meetings and proactively identify planning opportunities within an established client base

Manage complex client portfolios and relationships

Collaborate with internal specialists and external professionals, including accountants and lawyers

Maintain high standards of compliance,



professionalism, and fiduciary responsibility

Contribute to the continued growth of the practice through relationship development and business development

Qualifications

5+ years of experience in an Advisor role within wealth management or financial planning

Proven experience working with affluent and high net worth clients

Strong knowledge of investment management, retirement planning, tax strategies, estate planning, and risk management

Experience managing complex client portfolios

Securities licensing, or the ability to maintain required licensing

Strong interpersonal, communication, and presentation skills

Demonstrated ability to build trust and deliver an exceptional client experience

The Opportunity This is an opportunity to join an established wealth management practice with a sophisticated client base and a robust emphasis on comprehensive financial planning.

The successful candidate will have the opportunity to build on an established platform, develop meaningful long term client relationships, and provide sophisticated advice across the full spectrum of wealth planning.

If you are an experienced CFP with a strong wealth management background and a passion for working with affluent and high net worth clients, we would like to hear from you.

Compensation: Competitive base salary plus performance incentives.

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📌 Senior Wealth Advisor, CFP (Winnipeg)
🏢 Summit Search Group
📍 Winnipeg