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Added 3 hours ago
FH
RN Clinical Mentor - Medicine
Fraser Health Authority
Surrey, BC
- $49.2 to $67.08 CAD / hour
- Part-time
…mentor, resource, and champion in the delivery of high‑quality client care. Working closely with Nurse Educators and interprofessional team leaders, the Clinical Mentor provides rapid,…
Added 3 hours ago
FH
RN Clinical Mentor - Medicine
Fraser Health Authority
Surrey, BC
- $49.2 to $67.08 CAD / hour
- Part-time
…mentor, resource, and champion in the delivery of high‑quality client care. Working closely with Nurse Educators and interprofessional team leaders, the Clinical Mentor provides rapid,…
Added 3 hours ago
FH
Pharmacy Technician -Abbotsford Regional Hospital and Mission Memorial Hospital
Fraser Health Authority
Abbotsford, BC
- $36.26 CAD / hour
- Full-time
We are a collaboration of four premier health employers Fraser Health, Provincial Health Services, Providence and Vancouver Coastal Health and provide an integrated approach to…
Added 3 hours ago
FH
RN Clinical Mentor - Inpatient Medicine
Fraser Health Authority
Langley (District), BC · City of Langley, BC
- $49.2 to $67.08 CAD / hour
- Part-time
Act as a clinical mentor, advisor, and resource to nursing staff, supporting best practices in Inpatient Medicine nursing care.
Added 3 hours ago
FH
Pharmacy Technician - Vancouver General Hospital
Fraser Health Authority
Vancouver, BC
- $36.26 CAD / hour
- Full-time
We are a collaboration of four premier health employers Fraser Health, Provincial Health Services, Providence and Vancouver Coastal Health and provide an integrated approach to…
Added 3 hours ago
FH
RN Clinical Mentor - Medicine
Fraser Health Authority
Delta, BC
- $49.2 to $67.08 CAD / hour
- Full-time
…mentor, resource, and champion in the delivery of high‑quality client care. Working closely with Nurse Educators and interprofessional team leaders, the Clinical Mentor provides rapid,…
Added 5 hours ago
Family Resource Advisor
Bearspaw First Nation
Longview, AB
The Family Resource Advisor is responsible for meeting families requesting basic needs of support, completing brief assessments, and determining what support and resources can be provided.…
Added 5 hours ago
K
Enterprise Account Executive, Community Foundations
Kindsight
Remote, Canada
- $280,000 to $320,000 CAD / year
- Full-time
- Remote
…Solutions Engineering, RFP, Marketing, Product, Professional Services, Customer Success and Revenue Operations, and a willingness to give Product direct, unfiltered market feedback while…
Added 6 hours ago
Wealth Advisor
Sonance Wealth Partners
Edmonton, AB
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…
Added 6 hours ago
AS
Seasonal Part-Time Client Advisor
Acne Studios
Toronto, ON
- Part-time
We are looking for a part-time Seasonal Part-Time Client Advisor for our Yorkdale store. As Seasonal Part-Time Client Advisor at Acne Studios you will work collaboratively with your team to…
Added 6 hours ago
CO
Manager, Corporate Partnerships
CPA Ontario
Canada
- Full-time
Collaborate with internal teams to deliver customized learning solutions and act as a trusted advisor to support client success.
Added 6 hours ago
TR
Leasing Consultant
Toronto Refugee Hiring Event
Toronto, ON
- Full-time
Who We Are: BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750…
Added 6 hours ago
UJ
Luxury Destination Specialist - Tropics
Ultimate Jet Vacations
Remote, Canada
- Full-time
- Remote
We are the luxury travel advisor’s right hand. How?
Added 6 hours ago
UJ
Luxury Travel Advisor - Europe
Ultimate Jet Vacations
Remote, Canada
- Full-time
- Remote
We are the luxury travel advisor’s right hand. How?
Added 8 hours ago
W
Recruitment Advisor
Worley
AB · Edmonton, AB
- Full-time
Develop relationships with assigned client groups to understand the business needs informing them of recruitment services, as well as key decision points which require Human Resources…
Added 10 hours ago
OF
Corporate Development Representative - Advisor Acquisition & Growth
Optimize Financial Group
Toronto, ON
- Full-time
We are seeking a grounded, commercially minded Corporate Development Representative to lead our strategic advisor recruitment and practice acquisition efforts across North America. In this…
Added 11 hours ago
NB
Wealth Associate
National Bank of Canada
Sherbrooke, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 11 hours ago
SC
Director, Analytics & Insights
Securian Canada
Toronto, ON
- $130,000 to $170,000 CAD / year
- Full-time
Oversee the development of curated datasets, semantic models, certified metrics, dashboards, scorecards, and client-facing reporting solutions.
Added 11 hours ago
SC
Director, Analytics & Insights
Securian Canada
Waterloo, ON
- $130,000 to $170,000 CAD / year
- Full-time
Oversee the development of curated datasets, semantic models, certified metrics, dashboards, scorecards, and client-facing reporting solutions.
Added 15 hours ago
VF
Senior Commercial Banking Advisor (Penticton Main Branch)
Valley First
Penticton, BC
- $90,400 to $115,800 USD / year
- Full-time
The Senior Commercial Banking Advisor is responsible for ongoing management and growth of an assigned portfolio of high value members. This role provides the full range of commercial…
Added 15 hours ago
VF
Commercial Banking Advisor (Penticton Main Branch)
Valley First
Penticton, BC
- $76,800 to $98,400 USD / year
- Full-time
The Commercial Banking Advisor is responsible for ongoing management and growth of an assigned portfolio of commercial members. This role provides the full range of commercial lending and…
Added 15 hours ago
SB
Open for Account Executives
Sterling Brokers
Canada
- Full-time
Understand client needs and present tailored solutions, effectively demonstrating the value of our insurance products and services.
Added 18 hours ago
T
Représentant Du Service à La Clientèle
TEKsystems
Winnipeg, MB
- $24 to $25 CAD / hour
- Contract
Conseiller(ère) en services bancaires courants / Everyday Banking Advisor (Bilingual English/French)
Added 19 hours ago
K
Senior Manager - Senior AI Architect
KPMG
Montreal, QC
- Full-time
…clients. You will act as a technical reference and trusted advisor on complex programs, ensuring that KPMG’s proposed solutions integrate seamlessly, securely, and pragmatically within our…
Added 19 hours ago
H
Senior Project Manager, Power Generation
HDR
Saskatoon, SK
- Full-time
…generation projects while serving as Owner’s Engineer and/or…

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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