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Job Title


Senior Wealth Advisor


Company : Veres Career Consulting


Location : Calgary, Alberta


Created : 2025-05-28


Job Type : Full Time


Job Description

Veres Career Consulting is recruiting a Senior Wealth Advisor for its exclusive, Calgary-based private client, WealthCo.This is a high-impact role for a seasoned advisor who excels in relationship management, business development, and delivering exceptional client experiences.As a Senior Wealth Advisor, youll be at the forefront of client engagement, serving as a trusted partner in helping clients navigate portfolio strategy, market developments, and long-term financial goals. Youll work collaboratively within a multidisciplinary team, contribute to sales growth, and help shape the firms evolving advisory model.Your ImpactServe as a key relationship manager for high-net-worth clientsDevelop personalized wealth strategies aligned with evolving needs and market trendsLead client meetings, present portfolio recommendations, and communicate performance updatesIdentify opportunities to deepen client relationships and cross-sell additional servicesActively contribute to brand-building and business development effortsSupport team learning, knowledge sharing, and mentorshipEnsure regulatory and compliance standards are consistently metContribute to firm-wide culture, service delivery, and growth strategyWhat You Bring810 years of experience in wealth management, with proven success in sales and client advisoryUniversity degree in Business, Finance, Economics, or a related fieldCFA Level I or CIM designation requiredCFP or PFP designation; CPA is an assetEligible to register as an AAR with the Alberta Securities CommissionOutstanding interpersonal and presentation skillsA client-first mindset with the ability to develop long-term, trust-based relationshipsHighly organized with excellent time management and follow-throughEntrepreneurial drive and strong professional ethicsWhy JoinWork with a collaborative, client-focused teamAccess to best-in-class tools and a supportive leadership groupContribute to a firm that values impact, integrity, and innovationGrow your career in a role that offers autonomy and opportunityBase salary $120K-$150K and excellent benefits