About the OpportunitySummit 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 ResponsibilitiesProvide comprehensive financial planning and wealth management advice to affluent and high net worth clientsDevelop personalized strategies across retirement, tax, estate, investment, insurance, and cash flow planningBuild and maintain trusted, long term client relationshipsConduct regular client review meetings and proactively identify planning opportunities within an established client baseManage complex client portfolios and relationshipsCollaborate with internal specialists and external professionals,



including accountants and lawyersMaintain high standards of compliance, professionalism, and fiduciary responsibilityContribute to the continued growth of the practice through relationship development and business developmentQualifications5+ years of experience in an Advisor role within wealth management or financial planningProven experience working with affluent and high net worth clientsStrong knowledge of investment management, retirement planning, tax strategies, estate planning, and risk managementExperience managing complex client portfoliosSecurities licensing, or the ability to maintain required licensingStrong interpersonal, communication, and presentation skillsDemonstrated ability to build trust and deliver an exceptional client experienceThe OpportunityThis is an prospect to join an established wealth management practice with a sophisticated client base and a strong 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.#J-18808-Ljbffr

📌 Senior Wealth Advisor, Cfp (Calgary)
🏢 Summit Search Group
📍 Calgary