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Added 11 hours ago
LC
Senior Manager, Trade relations, Generics Portfolio Strategy
Loblaw Companies Limited
Toronto, ON
- Full-time
The Senior Manager, Trade relations, Generics Portfolio Strategy reports directly to the Director, Trade relations, Generics in a role designed to help drive and execute the enterprise…
Added 12 hours ago
Wealth Advisor
Sonance Wealth Partners
Edmonton, AB
…typically households with $500,000 or more, relieving capacity from senior…
Added 12 hours ago
Associate Portfolio Manager | Ongoing Opportunities
Sonance Wealth Partners
Ottawa, ON · Edmonton, AB · Lethbridge, AB
We welcome expressions of interest from early-career investment professionals seeking future Associate Portfolio Manager opportunities across Sonance Financial’s Partner Groups. This is an…
Added 14 hours ago
Global Service Lines (GIFT) - Associate Director
EY
Toronto, ON
As an Associate Director within Global Service Line FP&A, you will be a critical finance adviser to Service Line CFOs and senior leaders across Assurance, Consulting, Strategy and…
Added 15 hours ago
SD
Senior Program Manager (15-month Contract)
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
The Senior Program Manager is responsible for the strategic leadership, execution, and ongoing management of specialty programs. As a key partner to clients, you provide strategic…
Added 15 hours ago
LC
Sr. Director, Pharmacy Services and Virtual Care
Loblaw Companies Limited
Toronto, ON
- Full-time
…communicating progress, financials, and recommendations to senior leadership and Executive…
Added 15 hours ago
SD
Spécialiste du soutien aux patients /Patient Support Specialist
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
The Patient Support Specialist is a senior individual contributor role within SHN's Central Program Operations team. This role serves as the primary point of contact for patients,…
Added 15 hours ago
SD
Project Manager
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
Prepare, review, and submit reports to department staff, customers, Senior Leadership, that are clear, concise, transparent, and accurate.
Added 15 hours ago
LC
Manager, Acquisition Operations
Loblaw Companies Limited
Toronto, ON
- Full-time
…pharmacy acquisitions at Shoppers Drug Mart. Reporting to the Senior Director, Acquisitions & Business Development, this role is responsible for the hands-on management of operational…
Added 15 hours ago
LC
Senior Analyst, Payor Performance
Loblaw Companies Limited
Toronto, ON
- Full-time
Reporting directly to the Senior Manager, Payor Performance, this role will support the overall departmental goal of protecting and enhancing pharmacy revenues and margins via the…
Added 15 hours ago
LC
Category Assistant, Prestige Beauty
Loblaw Companies Limited
Toronto, ON
- Full-time
Professional manner, tact, diplomacy and discretion in dealing with vendors and colleagues including senior management
Added 15 hours ago
LC
Analyst, Promotion Optimization
Loblaw Companies Limited
Toronto, ON
- Full-time
…the business. We partner closely with Category Managers and senior leadership to optimize promotional strategies, deliver value-added insights, and drive incremental sales and margin.…
Added 15 hours ago
LC
Senior Manager, Learning, Development and Engagement
Loblaw Companies Limited
Toronto, ON
- Full-time
The Senior Manager, Learning, Development & Engagement will help strengthen leadership, collaboration, communication and engagement across Central Pharmacy Services. This role shapes and…
Added 15 hours ago
LC
Senior Director, Pharmacy Experience and Transformation
Loblaw Companies Limited
Toronto, ON
- Full-time
Reporting to the VP, Pharmacy Operations, Clinical Excellence and Transformation, the Senior Director, Pharmacy Experience and Transformation will lead the strategy and execution of…
Added 15 hours ago
SD
Senior Product Manager
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
As the Senior Product Manager, you are a creative problem-solver with a passion for improving the health of Canadians and delivering exceptional customer-facing applications. You will work…
Added 15 hours ago
SD
Senior Manager, Specialty Pharmacy-2
Shoppers Drug Mart Specialty Health Network
Calgary, AB
- Full-time
Reporting to the Director, Clinic and Specialty Programs, the Senior Manager, Specialty Pharmacy is responsible for the successful operation of our Shoppers Drug Mart Specialty Health…
Added 15 hours ago
SD
Director, Specialty Retail Programs
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
Reporting to the Senior Director, Specialty Retail & Pharmacy Operations, the Director, Specialty Retail Programs will be responsible for leading and evolving strategic Specialty Retail…
Added 15 hours ago
SD
Director, Virtual Care Technology Applications
Shoppers Drug Mart Specialty Health Network
Toronto, ON
- Full-time
Translate complex technical concepts into clear business language for senior leaders and cross-functional stakeholders.
Added 22 hours ago
HB
Regional Manager, Canada West
HUGO BOSS Canada, Inc.
Vancouver, BC
- Other
Ensure that each Store associate is trained and compliant with all basic inventory management/ movement/ receiving processes.
Added 1 day ago
MO
Project Coordinator
Municipality of the County of Annapolis
Annapolis Royal, NS
- Full-time
Certification: Certified Associate in Project Management (CAPM) or Project Management Professional (PMP) certification is considered an asset.
Added 1 day ago
GI
Millwork Engineer / CNC Programmer
Giffin Interior
Engineer, BC
- Full-time
Added 1 day ago
KD
Gestionnaire, Omnimarketing - McCafé | Associate Manager, Omni Marketing - McCafé
Keurig Dr Pepper
Montreal, QC
- Full-time
Added 1 day ago
KM
Senior Tax Associate
KF Matheson Investment Holdings
Mississauga, ON
- Full-time
Reporting to the Senior Manager, Tax, the Senior Tax Associate will be an integral part of the Finance team and will be responsible for supporting tax compliance, reporting, planning…
Added 1 day ago
Field Service Technician - New Westminster
Intertape Polymer Group (IPG)
Vancouver, BC · New Westminster, BC
Support Senior Technicians during complex field service jobs, large-scale installations, or customer escalations as assigned.
Added 1 day ago
BM
Sr Warehouse Associate
Baylis Medical Technologies
ON · Mississauga, ON
- Full-time
The Senior Warehouse Associate plays a key role in ensuring products and materials move accurately and efficiently through our warehouse operations.

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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