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Customer Sucess Manager Pricing Reference Services
LSEG
Toronto, ON
- Full-time
Added 1 hour ago
RB
Associate Director - U.S. Credit Risk Review
Royal Bank of Canada
Toronto, ON
- Full-time
Added 3 hours ago
NB
Wealth associate
National Bank of Canada
Sorel-Tracy, QC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 3 hours ago
PC
Deals - Deal Valuation - Senior Associate
PwC Canada
Toronto, ON
- Full-time
As a Valuations Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:
Added 3 hours ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in Vancouver Royal Center is looking for an Associate to provide concierge level administrative support to a successful Advisory Team.
Added 3 hours ago
MU
ADMINISTRATIVE STAFF SPECIALIST I (BAND LEVEL 4)
Memorial University, Newfoundland and Labrador
St. John's, NL
- Full-time
Reporting to the Manager of Finance and Administration and the Associate Director of Student Engagement and Events, the Administrative Staff Specialist I will play a vital role in providing…
Added 5 hours ago
Customer Experience Associate - Eastgate crossing, Regina, SK (15 hours per week)
Scotiabank
Regina, SK
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 6 hours ago
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Associate
RBC
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in Vancouver Royal Center is looking for an Associate to provide concierge level administrative support to a successful Advisory Team.
Added 6 hours ago
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Deals - Deal Valuation - Senior Associate
PwC
Toronto, ON
- Full-time
As a Valuations Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:
Added 6 hours ago
O
Client Cash Management Associate
OANDA
Toronto, ON
- Full-time
…correct amount. Additionally, each Senior Client Cash Management Associate is responsible for working collaboratively with Client Experience, Onboarding and Compliance Teams. It's a great…
Added 8 hours ago
RC
Renewable Energy Analyst (Remote Working)
Renewable Careers
Canada
- Full-time
Carbon Accounting & Reporting: Assist in compiling and verifying Scope 1, 2, and 3 greenhouse gas (GHG) emissions inventories using enterprise sustainability software.
Added 8 hours ago
SD
Cashier Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Shelburne, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 9 hours ago
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Guest Services Representative
Hotel Equities Group, LLC
Guelph, ON
- Full-time
Adhere to all work rules, procedures and policies established by the company including, but not limited to those contained in the associate handbook.
Added 12 hours ago
R
Associate, US Tax
Richter
Montreal, QC
- Full-time
Bachelor’s in commerce or a minor in accounting or have recently completed such a program/ degree
Added 13 hours ago
DI
[Toronto] Investment & Strategy Analyst
Dedale Intelligence
Canada
- Full-time
Added 15 hours ago
EI
Accountant (ECH-ON)
Echelon Insurance
Mississauga, ON
- Contract
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
Added 15 hours ago
CC
Accountant (ECH-ON)
CAA Club Group
Mississauga, ON
- Contract
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
Added 15 hours ago
UO
Project Manager
University of Victoria
Victoria, BC
- Full-time
…recognized standards. The Project Manager (PM) reports to the Associate Director of Applied Science…
Added 18 hours ago
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Pharmacien(ne) propriétaire – PHX temps partiel Quarts de travail flexibles
LinkedIn
Montréal-Ouest, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 18 hours ago
P
Administrateur de magasin temps partiel Quarts de travail flexibles
Pharmaprix
Laval, QC
- Part-time
Administer the accounting related functions within the store supporting sales, inventory, payroll, and benefits reporting and other financial requirements in order to achieve the financial…
Added 21 hours ago
T
Customer Experience Associate- Vernon- Future Opportunities
TD
Vernon, BC
- Part-time
Added 21 hours ago
WC
(CAN) Cashier PT
Walmart Canada
AB · Edmonton, AB
- Full-time
Added 21 hours ago
LC
Cashier Manager, Hourly Full Time Day
Loblaw Companies Limited
Toronto, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 21 hours ago
LC
Front Store Manager, Salaried Full Time Day
Loblaw Companies Limited
Shelburne, ON
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 22 hours ago
Investment Team Associate
ONCAP
Toronto, ON
ONCAP is seeking a highly motivated Associate to join its investment team in Toronto. This role offers the opportunity to work across the full investment lifecycle, from origination through…

Sonance Wealth Partners

Wealth Advisor

Edmonton, AB, Canada

Location: Edmonton, Alberta | On-site Employment: Full-time, salaried Open positions: 2 Base salary: Starting at CAD 100,000 per year and up.

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Job details

Pay: Location: Edmonton, Alberta | On-site Employment: Full-time, salaried Open positions: 2 Base salary: Starting at CAD 100,000 per year and up.
Experience: 7–10+ years of wealth management, private banking or financial advisory experience, with a track record of managing high-net-worth client relationships.
Posting language: English
Posted: Oct 6, 2026

Original job description

WEALTH ADVISOR

Partner Group and employing entity: JV Financial Group Inc. Location: Edmonton, Alberta | On-site Employment: Full-time, salaried Open positions: 2 Base salary: Starting at CAD 100,000 per year and up.

THE OPPORTUNITY

The Wealth Advisor is a critical leadership role within JV, providing holistic wealth management services to individuals, families, professionals and business owners. Reporting to one of the firm's partners, you will build collaborative relationships with team members, clients, the Sonance team and centres of influence.

You will manage and grow a portfolio of high-net-worth client relationships, deliver comprehensive financial advice and implement sophisticated investment solutions. Working with a broad range of stakeholders, you will balance a high-touch, personalized client experience with the discipline and scalability of a unified investment framework. This role suits a relationship-driven advisor with strong business development capabilities, deep financial planning expertise and a collaborative approach.

KEY RESPONSIBILITIES

Client Relationship Management and Advisory Excellence

Take ownership of a segment of existing client relationships, primarily within the firm's core client base, typically households with $500,000 or more, relieving capacity from senior advisors.
Work closely with senior advisors on larger, more complex client relationships, acting as a second chair in meetings and strategic discussions.
Participate in structured client transitions, building trust and continuity while maintaining a high standard of client experience.
Deliver ongoing financial advice through regular reviews, proactive outreach and life-event planning.
Reinforce retention through responsiveness, professionalism and consistent value-added advice.

Financial Planning and Holistic Advice

Provide comprehensive financial planning support, including retirement, tax and estate planning.
Develop, implement and maintain comprehensive risk-management strategies.
Collaborate with internal tax expertise and external accountants and lawyers on complex client structures and tax-optimization strategies.
Translate sophisticated planning strategies into clear, actionable recommendations.
Identify opportunities to deepen relationships through expanded planning and advisory services.

Portfolio Construction and Investment Implementation

Implement and manage client portfolios in collaboration with third-party portfolio managers and the broader AFS platform.
Keep portfolios aligned with client objectives, risk tolerance and long-term financial plans.
Support portfolio reviews and performance discussions, clearly explaining investment strategy and positioning.
Maintain discipline around asset allocation, rebalancing and suitability requirements. Governance, Compliance and Risk Management
Ensure client interactions and recommendations comply with regulatory standards, including NI 31-103, KYC, KYP and suitability requirements.
Maintain accurate and complete client documentation and records.
Uphold fiduciary responsibility and ethical conduct.

Collaboration and Platform Integration

Contribute to a shared client experience within a collaborative, team-based advisory model.
Partner with senior advisors on complex client work and continuity across relationships.
Participate in team discussions, client strategy sessions and internal planning meetings.
Contribute to mentorship, collaboration and continuous improvement.

Business Development and AUM Growth

Grow a book of business through referrals, professional networks and centres of influence.
Identify and convert new opportunities among high-net-worth individuals, families and business owners.
Support onboarding and retention of clients from acquired firms and their transition to the AFS platform.
Contribute to growth in assets under management and deeper client relationships.

WHAT SUCCESS LOOKS LIKE IN 12–18 MONTHS

Transition and manage a meaningful portion of existing relationships, allowing senior advisors to refocus on high-value clients.
Build client trust and establish credibility within the JV Financial practice.
Enable new-client onboarding without compromising service quality.
Integrate into the team-based model and contribute to knowledge sharing.
Progress toward independent client-relationship management and business development.

THE IDEAL CANDIDATE

7–10+ years of wealth management, private banking or financial advisory experience, with a track record of managing high-net-worth client relationships.
CFP designation strongly preferred, or a demonstrated commitment to obtain it.
LLQP in Canada, or a demonstrated commitment to obtain it.
CIM or other qualifications supporting registration with provincial securities regulators as an Associate Advising Representative (AAR) are an asset.
Self-motivated, highly productive and committed to continuous learning.
Able to deliver comprehensive wealth management in collaboration with colleagues and clients' professional advisors.
Strong relationship-building skills with clients, colleagues and centres of influence.
Able to prioritize a high volume of meeting preparation, execution, follow-up and other responsibilities.
Contributes to attracting new clients and assets from existing clients.
Proactively communicates workflow changes to the Partners and supports the team's objectives.
Exercises sound professional judgment about matters requiring Partner support.

WHY JOIN JV AND SONANCE

Join a growing, private-equity-backed wealth management platform with institutional-quality investment infrastructure and a collaborative advisor environment, while retaining the client intimacy of a boutique practice. This is an opportunity to deepen your client offering, contribute to growth and help build a national wealth management platform.

HOW TO APPLY

Please submit your résumé through this posting.

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More about this job

Responsibilities

The Wealth Advisor will manage and grow a portfolio of high-net-worth client relationships while delivering comprehensive financial advice and investment solutions. They will collaborate with senior advisors and internal teams to ensure high-quality service, regulatory compliance, and effective business development.

Requirements

The ideal candidate possesses 7-10+ years of experience in wealth management or private banking and holds or is committed to obtaining a CFP designation. Strong relationship-building skills, financial planning expertise, and the ability to manage complex client structures are essential for this role.

Skills

Wealth management
Financial planning
Investment solutions
Business development
Retirement planning
Tax planning
Estate planning
Risk management
Portfolio construction
Asset allocation
Regulatory compliance
Financial advisory
Strategic planning
Client onboarding

Visa sponsorship

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Keywords

Wealth Advisor
High-net-worth
Financial planning
CFP
LLQP
CIM
AAR
Investment management
Asset management
Tax optimization
Estate planning
Risk management
Regulatory compliance
NI 31-103
KYC
KYP
Business development
Private equity
Financial advisory
Portfolio management
Client retention
Wealth management platform
Strategic planning
Relationship management
Financial services

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