Senior Wealth Advisor, CFP
Calgary, ABTemps plein
Summit Search Group: Summit Search Group is a leading national recruitment firm committed to helping great employers find smart, motivated people to advance both the…
5+ ansCandidates need a CFP designation, 5+ years as a wealth management or financial planning advisor, and proven work with affluent and high net worth clients. Strong knowledge of investments, retirement, tax, estate and risk planning, plus securities licensing, is required.