Wealth Management Advisor

Help shape the future of wealth management with Virtus Private Wealth (VPW).

Financial decisions dont happen in isolation, and we dont believe financial planning should either. VPW combines wealth management with the accounting and tax expertise Virtus Group clients already trust, helping them see the bigger picture and make confident decisions about their future.

Were looking for an experienced Wealth Management Advisor in Regina to help grow VPWs presence in the market. Youll champion wealth management in our Regina office and collaborate with Virtus Group professionals and TriCerts investment management team to provide clients with a seamless, coordinated experience.

What youll bring to the team

• Certified Financial Planner (CFP) designation, or enrollment in the program, and 5+ years of financial services experience.
• Life Insurance Licence with the Insurance Councils of Saskatchewan, or willingness to obtain and maintain one.
• A client-focused approach and ability to turn goals into practical strategies.
• Strong business development and relationship-building skills.
• A collaborative mindset across accounting, tax, investments and other advisory areas.
• Initiative, ownership and accountability.

How youll make an impact

• Develop financial plans tailored to clients goals and circumstances.
• Build long-term relationships and adapt strategies as clients needs evolve.
• Coordinate with Virtus Group and TriCert to deliver connected advice.
• Provide insurance planning and support corporate and estate planning.
• Grow VPW in Regina through referrals and community involvement.
• Bring forward ideas and opportunities as our wealth management division grows.