Senior Wealth Advisor

Recruitment Partners; Calgary; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading recruitment firm in Calgary is seeking a Senior Wealth Advisor. The successful candidate will have extensive experience in wealth management, develop financial strategies for high-net-worth clients, and promote compliance standards. Candidates must hold the CFP designation and have a proven sales background in the industry.

Qualifications

• 8+ years proven sales experience within the wealth management industry.
• Must be able to register as an AAR with the AB Securities Commissions.

Responsibilities

• Develop personalized financial strategies and manage investment portfolios.
• Serve as account manager for designated clients and conduct regular reviews.
• Achieve sales and revenue targets while mentoring team members.

Skills

Excellent interpersonal skills

Emotional intelligence

Strong communicator

Relationship building

Collaboration

Networking

Education

CFP or PFP Designation

CFA Level 1 or CIM Designation

CPA Designation (asset)

Job description

Our Calgary client is seeking an experienced Senior Wealth Advisor to join their team. This role involves extensive interaction with Integrated Advisory partners and the broader investment community. Core responsibilities include developing personalized financial strategies, managing investment portfolios, and providing expert guidance and making informed portfolio recommendations

Your success will be defined by your ability to :

• Promote and embed a culture of compliance across the firm.
• Ensure client funds administration aligns with compliance standards, external custodian requirements, and financial balancing.
• Serve as account manager for designated clients.
• Collaborate with internal specialists and external partners
• Serve as the primary point of contact for a portfolio of high-net-worth clients.
• Build and maintain deep, long-term relationships based on trust, transparency, and performance.
• Conduct regular reviews to assess clients’ financial goals and adjust strategies accordingly.
• Travel to meet clients and business needs
• Share knowledge of emerging market trends and developments.
• Mentor and develop team members.
• Achieve sales and revenue targets.
• Identify and pursue opportunities to grow the client base through referrals, networking, and strategic partnerships.
• Participate in marketing and client engagement events to enhance the firm’s visibility and reputation.

Your strengths include :

• CFP or PFP Designation.
• CPA Designations considered an asset.
• 8+ years proven sales experience within the wealth management industry.
• CFA Level 1 or CIM Designation.
• Must be able to register as an AAR (Associate Advising Representative) with the AB Securities Commissions.
• Excellent interpersonal skills, emotional intelligence, and a high level of integrity.
• Strong communicator with effortless presentation abilities and a natural aptitude for relationship building, collaboration, and networking.

If you are interested in this role and meet the above criteria, please click the “Apply” button to send your resume directly to Ryan Puffalt.

Recruitment Partners Inc . is an Alberta-based, Alberta-focused recruitment firm. We are dedicated to building long-term relationships while securing top talent for Alberta’s best employers. At the heart of our efforts is a collaborative, consultative approach. We are proud of our team of consultants, who come with practical business experience, a strong network of professional contacts, and are focused on what is best for both clients and candidates. We will facilitate the best fit between client and candidate. This means reduced turnover, enhanced employee engagement, increased productivity, customer satisfaction, and more.

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