Job summary

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…

Job details

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 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 Certified Financial Planner (CFP) designation 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 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. For a confidential discussion about this opportunity, please reach out to Jasmine Gibara at jasmine.gibara@summitsearchgroup.com Summit Search Group has a strong commitment to Diversity, Equality and Inclusion. We strive for continuous development, modeling, inclusive behaviors and proactively managing bias throughout our process.

Listed skills

Interpersonal · Preferred
Client · Preferred
responsibility · Preferred
Compliance · Preferred
Planning · Preferred
management · Preferred
Communication · Preferred
Development · Preferred
Financial planning · Preferred
interpersonal communication · Preferred
Cash flow · Preferred
Business development · Preferred