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. 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. 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 5+ years of experience in an Advisor role within wealth management or financial planning Proven experience working with affluent and high net worth clients Solid knowledge of investment management, retirement planning, tax strategies, estate planning, and risk management The OpportunityThis is an opportunity 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. #

📌 Senior Financial Advisor (Winnipeg)
🏢 Summit Search Group
📍 Winnipeg