At a Glance
- Tasks: Provide tailored financial planning and wealth management advice to affluent clients.
- Company: Established independent wealth management firm in Calgary with a relationship-focused approach.
- Benefits: Competitive salary, performance incentives, and opportunities for professional growth.
- Other info: Opportunity to build long-term client relationships and collaborate with industry specialists.
- Why this job: Join a sophisticated practice and make a real impact on clients' financial futures.
- Qualifications: 5+ years in wealth management, strong knowledge of financial planning, and excellent interpersonal skills.
The predicted salary is between 90000 - 110000 $ per year.
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
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.
Senior Wealth Advisor, CFP in Calgary employer: Summit Search Group
IPCO is an exceptional employer that fosters a collaborative and innovative work environment in the heart of Winnipeg. As a member-owned agricultural cooperative, we prioritize employee growth through continuous learning opportunities and a strong commitment to sustainability. Our culture of accountability and engagement with diverse stakeholders ensures that every team member plays a vital role in driving our mission forward.
