Senior Wealth Advisor, Cfp

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 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 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.
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