GR

Senior Wealth Management Advisor / Certified Financial Planner (CFP)

Calgary, Calgary region
On-site
Full-time
No salary posted2 days ago
Employment type
Full-time · On-site
Posted
October 6, 2026
Province
Alberta (AB)

Hiring confidence: Sparse posting · 7/100

This posting is missing most of the signals we look for, or shows patterns common to listings that are not actively being filled. Check with the employer before applying. How this is scored

Job Overview

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Job Description Job Description Griffith & Associates is a growing independent wealth management and financial planning firm dedicated to helping successful individuals, families, and business owners achieve their financial goals through personalized, comprehensive financial planning. With over $450 million in assets under management , we provide sophisticated wealth management and bespoke financial planning solutions tailored to each client's unique circumstances. Our philosophy is built on lo…

This role is based in Alberta. Griffith & Associates Financial & Estate Planning Services Ltd is hiring for this full-time position through Jobily, where you can check how well your resume matches the posting before you apply.

Market context

About this role in Alberta

Average salary for Senior Wealth Management Advisor / Certified Financial Planner (CFP) in Alberta

We do not have a salary benchmark for this title in Alberta yet. The posting does not state a salary either.

NOC code

This posting has not been matched to a NOC 2021 unit group yet. Use the NOC finder to identify the code from the duties listed above.

Typical qualifications for Canadian employers

  • CFP (Certified Financial Planner) certification
  • Senior-level experience in wealth management
  • Experience managing high-net-worth clients
  • Knowledge of comprehensive financial planning strategies
  • Strong understanding of investment products and services

Fit check

Is this role right for you?

Top skills this posting asks for:

  • Wealth Management
  • Financial Planning
  • CFP Certification

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What you'll do

  • Provide personalized wealth management and financial planning services
  • Develop comprehensive financial plans tailored to client circumstances
  • Manage client portfolios and provide investment advisory services
  • Build and maintain client relationships
  • Help successful individuals, families, and business owners achieve financial goals
  • Deliver sophisticated wealth management solutions

What you'll need

  • CFP (Certified Financial Planner) certification
  • Senior-level experience in wealth management
  • Experience managing high-net-worth clients
  • Knowledge of comprehensive financial planning strategies
  • Strong understanding of investment products and services

About the Company

GR

Griffith & Associates Financial & Estate Planning Services Ltd