Senior Wealth Advisor, CFP

Summit Search Group; Calgary; On-site; CAD 100,000 - 150,000; Full time

Job summary

Summit Search Group is assisting an established wealth management and financial planning firm in Calgary to attract a Senior Wealth Management Advisor/CFP. The role focuses on affluent, high net worth clients and delivering holistic financial planning beyond traditional investment management.

You will lead comprehensive planning across retirement, tax, estate, investment, and risk management, building long-term client relationships and collaborating with internal and external professionals to

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.

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.

Skills

Wealth management

Financial planning

Portfolio management

Client relationship management

Communication skills

Education

CFP certification

Job description

About the Opportunity

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

• 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.