Senior Wealth Management Advisor Cfp
Summit Search Group
Comprehensive financial planning and wealth management define this Calgary opportunity for an experienced Senior Advisor and Certified Financial Planner. Build trusted client relationships.Summit Search Group is recruiting for an established independent wealth management and financial planning firm. The Senior Wealth Management Advisor serves affluent and high net worth clients. This position focuses on holistic advice, complex relationships, and personalized strategies across clients’ broader financial lives.Key Responsibilities:
Provide comprehensive financial planning and wealth management adviceDevelop retirement, tax, estate, investment, insurance, and cash flow strategiesBuild trusted, long term client relationshipsConduct reviews and identify planning opportunitiesCollaborate with accountants, lawyers, and internal specialistsRequirements:
Five or more years in wealth management or financial planningExperience serving affluent and high net worth clientsStrong investment, retirement, tax, estate, and risk knowledgeExperience managing complex client portfoliosCertified Financial Planner designation and securities licensingBring sophisticated planning, portfolio management, and relationship-building expertise to Calgary’s established wealth management practice serving high net worth clients.
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Provide comprehensive financial planning and wealth management adviceDevelop retirement, tax, estate, investment, insurance, and cash flow strategiesBuild trusted, long term client relationshipsConduct reviews and identify planning opportunitiesCollaborate with accountants, lawyers, and internal specialistsRequirements:
Five or more years in wealth management or financial planningExperience serving affluent and high net worth clientsStrong investment, retirement, tax, estate, and risk knowledgeExperience managing complex client portfoliosCertified Financial Planner designation and securities licensingBring sophisticated planning, portfolio management, and relationship-building expertise to Calgary’s established wealth management practice serving high net worth clients.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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