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Added 2 hours ago
RN
Workplace System Administrator
Riverside Natural Foods Ltd. (Home of MadeGood)
Toronto, ON
- Full-time
…supports Riverside users to use workplace technologies and solutions. The users are based at sites in GTA, Chicago, Europe and at home offices. The workplace support is provided during…
Added 3 hours ago
Workplace System Administrator
Riverside Natural Foods Ltd.
Toronto, ON
…supports Riverside users to use workplace technologies and solutions. The users are based at sites in GTA, Chicago, Europe and at home offices. The workplace support is provided during…
Added 4 hours ago
C
Tapered Insulation Designer/Estimator
Carlisle
Winnipeg, MB
- Full-time
Carlisle Companies is a leading manufacturer of building envelope products and solutions that make buildings more energy efficient, durable, and sustainable.
Added 4 hours ago
CC
Tapered Insulation Designer/Estimator
Carlisle Construction Materials
Winnipeg, MB
- Full-time
Carlisle Companies is a leading manufacturer of building envelope products and solutions that make buildings more energy efficient, durable, and sustainable.
Added 6 hours ago
TH
Contractor Sales Part Time - WOODSTOCK
The Home Depot
Woodstock, ON
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 17 hours ago
C
Tapered Insulation Designer/Estimator
Carlisle
Winnipeg, MB
- Full-time
Carlisle Companies is a leading manufacturer of building envelope products and solutions that make buildings more energy efficient, durable, and sustainable.
Added 18 hours ago
Wealth Advisor
Sonance Wealth Partners
Edmonton, AB
…comprehensive financial advice and implement sophisticated investment solutions. Working with a broad range of stakeholders, you will balance a high-touch, personalized client experience…
Added 21 hours ago
TH
Merchandising Execution Associate Part Time - 7255 Cranbrook
The Home Depot Canada
Cranbrook, BC
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 21 hours ago
TH
Merchandising Associate: Part Time (Mon- Fri / 6am - 3pm) - KAMLOOPS
The Home Depot Canada
Kamloops, BC
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 1 day ago
NC
Solutions architect - cloud management and monitoring
National Consultants Professionals Ltd
Woodbridge, ON
- From $66.15 CAD / hour
- Full-time
- Contract
- On-site
Document technical requirements to ensure that products, processes and solutions meet business requirements
Added 1 day ago
TH
Merchandising Associate: Part-Time (Mon-Fri / 6am - 2:30pm) - ABBOTSFORD
The Home Depot
Abbotsford, BC
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 1 day ago
TH
Merchandising Associate : Part Time - CAMBIE (Mon-Fri 6AM-3PM Availability)
The Home Depot
Canada
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 1 day ago
TH
Pro Account Sales Associate : Part Time - CHINOOK
The Home Depot
Canada
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 1 day ago
TH
Merchandising Execution Associate: Part Time - DUNCAN
The Home Depot
Canada
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 1 day ago
TH
Pro Account Sales Associate: Part-time - COUNTRY HILLS
The Home Depot
Burnaby, BC
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 1 day ago
TH
Merchandising Associate: Part Time - DUNCAN
The Home Depot
Canada
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 1 day ago
TH
PRO Account Sales Associate: Part Time - PRINCE GEORGE
The Home Depot
Prince George, BC
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 1 day ago
TH
Merchandising Associate: Part Time (Mon - Fri / 6am - 2:30pm) - RICHMOND
The Home Depot
Richmond, BC
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 1 day ago
TH
Pro Account Sales Associate: Full Time - TUSCANY
The Home Depot
Canada
- Full-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 1 day ago
TH
Merchandising Associate: Full Time (6M Contract) - VANCOUVER
The Home Depot
Vancouver, BC
- Full-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 1 day ago
Field Service Technician - New Westminster
Intertape Polymer Group (IPG)
Vancouver, BC · New Westminster, BC
Are you ready to elevate your career? At IPG, we are more than just a global leader in packaging and protective solutions - we are a community that values safety, people, passion,…
Added 1 day ago
C
Associate Financial Advisor
CIBC
Charlottetown, PE · PEI-University and Belvedere
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 1 day ago
I
Warehouse Associate – Toronto, ON
IDN
Toronto, ON
- Full-time
Warehouse Associate – Toronto, ON - IDN Careers Skip to content
Added 1 day ago
T
User support technician
Tech-Eyes
Edmonton, AB
- From $33.19 CAD / hour
- Full-time
- On-site
Consult user guides, technical manuals and other documents to research and implement solutions
Added 1 day ago
TH
Merchandising Associate Part Time - CHATHAM
The Home Depot Canada
Chatham-Kent, ON · Chatham, ON
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…

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.

Apply About employer

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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