Posted 20 days ago
Senior Wealth Advisor, CFP
@ Summit Search Group
Calgary, Alberta
Overview
Summit Search Group is recruiting a Senior Wealth Management Advisor and Certified Financial Planner for an established independent wealth management and financial planning firm in Calgary. The role provides holistic planning and portfolio management to affluent and high net worth clients, with competitive base salary plus performance incentives. Securities licensing or the ability to maintain it is required.
Responsibilities:
- Provide comprehensive financial planning to affluent and high net worth clients
- Develop personalized retirement, tax, estate, investment and insurance strategies
- Manage complex client portfolios and relationships
- Conduct regular client reviews and identify planning opportunities
- Contribute to practice growth through business development
Requirements summary:
- CFP designation
- 5+ years as an advisor in wealth management or financial planning
- Proven experience with affluent and high net worth clients
- Securities licensing or ability to maintain it
- Strong interpersonal, communication and presentation skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- 2026-10-21
- First seen by our source
- 2026-11-11
- Source record updated
- 2026-11-11
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Business development |
| Experience | 5+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Licences & certifications | CFP |
| Perks mentioned | Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Summit Search Group
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Summit Search Group is committed to matching top employers with exceptional employees.
Full company description
Summit Search Group is a leading national recruitment firm committed to helping great employers find smart, motivated people to advance both the bottom line and individual career goals. The work ethic at Summit can be summed up in one word: tenacious. We sort, sift and dig systematically through our professional networks, industry connections and our customized database of qualified professionals with a single purpose: to find the best candidates for our clients.
- LinkedIn followers
- 212,605
- People associated on LinkedIn
- 59
- Reported office locations
- 2390 Bristol Circle, Unit 6, Oakville, Ontario L6H 6M5, CA
- 602 – 12 Avenue SW, Suite 640, Calgary, Alberta T2R 1J3, CA
- 1200 Hornby St., #200, Vancouver, BC V6Z 1W2, CA
- 43 Auriga Drive, Ottawa, Ontario K2E 7Y8, CA
- 201 Portage Avenue, 18th Floor, Winnipeg, Manitoba R3B 3K6, CA
- 647 Bedford Highway, Suite 103, Halifax, Nova Scotia B3M 0A5, CA
- 10180 – 101 Street, Suite 3400, Edmonton, Alberta T5J 3S4, CA
- 2390 Bristol Cir, Oakville, ON L6H 6M5, CA
- 2010 11th Ave, 7th Floor, Regina, Saskatchewan S4P 0J3, CA
- Other recorded names
- Summit Search Group
- Specialties
- Recruitment - All Industries
- All Positions
- Employment agency
- Executive Search
- Sales
- Marketing
- Human Resources
- Operations
- and Finance
- Profile identifies a recruitment agency
- Yes
Summit Search Group is a leading national recruitment firm committed to helping great employers find smart, motivated people to advance both the bottom line and individual career goals. The work ethic at Summit can be summed up in one word: tenacious. We sort, sift and dig systematically through our professional networks, industry connections and our customized database of qualified professionals with a single…
| Field | Value |
|---|---|
| Industry | Staffing and Recruiting |
| Company size | 11-50 employees |
| Headquarters | Oakville, Ontario |
| Organization type | Privately Held |
| Year founded | 2001 |
| Specialties | Recruitment - All IndustriesAll PositionsEmployment agencyExecutive SearchSalesMarketingHuman ResourcesOperationsand Finance |
| Open jobs on Jobsy | 33 |
| View page |
Senior Wealth Management Advisor / Certified Financial Planner (CFP)
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
- Certified Financial Planner (CFP) designation
- 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.
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