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Added 1 day ago
RD
Ultra-High-Net-Worth Financial Planner
RBC Dominion Securities
Vancouver, BC
- Full-time
A Chairman’s Council Family Enterprise Advisory team within RBC Dominion Securities is seeking an experienced, Senior Financial Planner to join the practice as an Ultra-High-Net-Worth…
Added 1 day ago
RB
Associate
Royal Bank of Canada
Toronto, ON
- Full-time
…management, operational excellence, and strategic support to our Advisor team. You’ll work with high-net-worth and sophisticated clients on complex wealth planning initiatives, including…
Added 1 day ago
RD
Associate
RBC Dominion Securities
Toronto, ON
- Full-time
…management, operational excellence, and strategic support to our Advisor team. You’ll work with high-net-worth and sophisticated clients on complex wealth planning initiatives, including…
Added 1 day ago
R
Associate
RBC
Toronto, ON
- Full-time
…management, operational excellence, and strategic support to our Advisor team. You’ll work with high-net-worth and sophisticated clients on complex wealth planning initiatives, including…
Added 1 day ago
K
Manager/Senior Manager, Family Office
KPMG
Edmonton, AB
- Full-time
You will serve as a strategic advisor to high-net-worth families, partnering with KPMG leaders and clients on tax planning initiatives and family legacy planning. Your organizational skills…
Added 1 day ago
K
Manager/Senior Manager, Family Office
KPMG
Calgary, AB
- Full-time
You will serve as a strategic advisor to high-net-worth families, partnering with KPMG leaders and clients on tax planning initiatives and family legacy planning. Your organizational skills…
Added 1 day ago
K
Manager/Senior Manager, Family Office
KPMG
Winnipeg, MB
- Full-time
You will serve as a strategic advisor to high-net-worth families, partnering with KPMG leaders and clients on tax planning initiatives and family legacy planning. Your organizational skills…
Added 1 day ago
KC
Manager/Senior Manager, Family Office
KPMG Canada
Edmonton, AB
- Full-time
You will serve as a strategic advisor to high-net-worth families, partnering with KPMG leaders and clients on tax planning initiatives and family legacy planning. Your organizational skills…
Added 1 day ago
KC
Manager/Senior Manager, Family Office
KPMG Canada
Winnipeg, MB
- Full-time
You will serve as a strategic advisor to high-net-worth families, partnering with KPMG leaders and clients on tax planning initiatives and family legacy planning. Your organizational skills…
Added 1 day ago
KC
Manager/Senior Manager, Family Office
KPMG Canada
Calgary, AB
- Full-time
You will serve as a strategic advisor to high-net-worth families, partnering with KPMG leaders and clients on tax planning initiatives and family legacy planning. Your organizational skills…
Added 1 day ago
SL
AVP, Corporate Underwriting Risk & Governance
Sun Life
Toronto, ON · ON · Ontario Telecommuters
- Full-time
…units globally, with particular emphasis on emerging risks, high-net-worth markets, and the impact of underwriting and product design decisions on long-term business…
Added 2 days ago
A
Senior Personal Banking Advisor - Calgary Forest Lawn
ATB
Calgary, AB
- Full-time
…ambitious financial goals. We’re looking for an experienced Senior Personal Banking Advisor to join our team and become a trusted partner for our valued clients, including high-net-worth…
Added 2 days ago
RB
Ultra-High-Net-Worth Financial Planner
Royal Bank of Canada
Vancouver, BC
- Full-time
A Chairman’s Council Family Enterprise Advisory team within RBC Dominion Securities is seeking an experienced, Senior Financial Planner to join the practice as an Ultra-High-Net-Worth…
Added 2 days ago
T
Business Succession Advisor
TD
Oakville, ON · Mississauga, ON
- Full-time
The Business Succession Advisor is responsible for providing specialized business owner and succession planning advice within an assigned Private Wealth Management territory. The role…
Added 2 days ago
R
Ultra-High-Net-Worth Financial Planner
RBC
Vancouver, BC
- Full-time
A Chairman’s Council Family Enterprise Advisory team within RBC Dominion Securities is seeking an experienced, Senior Financial Planner to join the practice as an Ultra-High-Net-Worth…
Added 2 days ago
RJ
Senior Trust Advisor
Raymond James Ltd.
Vancouver, BC
- Full-time
Working as a member of our Estate & Trust Solutions Team the Senior Trust Advisor (STA) will report to the regional AVP, Estate & Trust Solutions. The successful candidate will be engaged…
Added 2 days ago
TA
Chief Growth Officer, Wealth Management
Thorek/Scott and Partners
ON · Ontario, Canada
- Full-time
Devise advisor practice growth programs focused on: client acquisition, referral generation, high-net-worth and ultra-high-net-worth client growth, wallet-share expansion, succession…
Added 2 days ago
SS
Senior Wealth Advisor, CFP
Summit Search Group
Calgary, AB
- Full-time
This opportunity is well suited to an experienced advisor who enjoys working with affluent and high net worth clients, managing complex relationships, and delivering holistic financial…
Added 2 days ago
C
Senior Private Banking Associate
CIBC
Mississauga, ON
- Full-time
…opportunities to promote CIBC Private Wealth Management within the High Net Worth market. Develop and maintain high quality, effective relationships with internal and external networks.…
Added 2 days ago
TA
Vice President, Finance & Tax
Thorek/Scott and Partners
Toronto, ON
- Full-time
The ideal candidate is an experienced CPA with substantial tax expertise and a background supporting high-net-worth families or complex private investment structures. They will combine…
Added 3 days ago
C
Senior Consultant, Fee Based Solutions
CIBC
Burlington, ON · London, ON
- Full-time
…meet our clients' needs - spanning self-directed investors to high net worth private wealth individuals and institutional…
Added 4 days ago
IC
Vice President Sales, Eastern Canada
Invico Capital Corporation
Calgary, AB
- Full-time
…across an assigned territory, with a mandate to deepen existing advisor relationships and cultivate a high-quality pipeline of new distribution partnerships. The successful candidate will…
Added 4 days ago
EP
Senior Manager - Partner Track
Elby Professional Recruitment
Cambridge, ON · Greater Kitchener-Cambridge-Waterloo Metropolitan Area
- $120,000 to $130,000 CAD / year
- Full-time
…reorganization support, and estate planning initiatives for high-net-worth clients and private business…
Added 4 days ago
RJ
AVP, Wealth Planning & Tax Consulting
Raymond James
Canada
- Full-time
The AVP, Wealth Planning & Tax Consulting is a senior member of the Wealth Solutions team responsible for delivering sophisticated, client-centered wealth planning support to advisory teams…
Added 4 days ago
MW
Wealth Management Associate - November
Manulife Wealth
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Manulife Wealth Inc. in Dorval is Canada’s largest office, managing over $15B in assets for high-net-worth clients. We’re known for excellence, growth, and creating long-term career…

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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