At a Glance
- Tasks: Provide comprehensive financial planning and wealth management advice to affluent clients.
- Company: Established independent wealth management firm in Calgary.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Join a dynamic team focused on personalized strategies for high net worth clients.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: 5+ years in wealth management, CFP designation, and strong client relationship skills.
The predicted salary is between 90000 - 110000 $ per year.
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.
Senior Wealth Management 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.
