Wealth Advisor

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.