Senior Wealth Management Advisor CFP

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 advice
• Develop retirement, tax, estate, investment, insurance, and cash flow strategies
• Build trusted, long term client relationships
• Conduct reviews and identify planning opportunities
• Collaborate with accountants, lawyers, and internal specialists

Requirements:

• Five or more years in wealth management or financial planning
• Experience serving affluent and high net worth clients
• Strong investment, retirement, tax, estate, and risk knowledge
• Experience managing complex client portfolios
• Certified Financial Planner designation and securities licensing

Bring sophisticated planning, portfolio management, and relationship-building expertise to Calgary’s established wealth management practice serving high net worth clients.