Senior Wealth Management Advisor / Certified Financial Planner (CFP)
On-site · Calgary
Senior Wealth Management Advisor / Certified Financial Planner (CFP) 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…