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Added 14 mins ago
OS
HR Advisor
Ontario Securities Commission
Toronto, ON · CA ON Toronto
- Full-time
Reporting to the Head of HR Advisory Services and Support, the HR Advisor works closely with the Senior HR Business Partner to deliver a range of Human Resources services and programs in…
Added 14 mins ago
SL
Account Executive, National Accounts Managing
Sun Life
Calgary, AB · Edmonton, AB
- Full-time
The National Accounts Managing Account Executive is responsible for business development, client retention and the profitable management of a portfolio of group clients in the Calgary sales…
Added 14 mins ago
BE
Accounts Manager
Battlefield Equipment Rentals
Collingwood, ON
- Full-time
…develop, maintain, and grow the relationships that drive our business forward. If you are customer‑focused, relationship‑driven, and thrive in a fast‑paced sales environment, then we want…
Added 14 mins ago
CG
Bilingual Sales Associate, Apartments.com - Montréal, Québec
CoStar Group
Montreal, QC
- Full-time
…continually refined, transformed and perfected our approach to our business, creating a language that has become standard in our industry, for our customers, and even our competitors. We…
Added 14 mins ago
C
Associate Investment Advisor- Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
…and exceptional client service. As an Associate Investment Advisor, you will deploy assets into suitable financial products based on the client’s risk/reward tolerances. You will be engaged…
Added 14 mins ago
C
CIBC - Assistant, Investment Advisor - Wood Gundy - Montreal -Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
…Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively…
Added 14 mins ago
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CIBC - Administrative Assistant - Wood Gundy - Montreal -Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 14 mins ago
B
SENIOR ADVISOR, OPERATIONALIZATION AND IMPLEMENTATION
BDC
Montreal, QC
- Full-time
The Senior Advisor, Operationalization and Implementation works at the intersection of strategy and execution, helping translate BDC’s Impulse strategy and other priority strategies into…
Added 29 mins ago
PS
Advisor, Information Security Architecture
Public Sector Pension Investment Board
Montreal, QC
- Full-time
As an Advisor, Security Architecture, you will report to the Manager, Information Security and be part of the broader Information Security group. You will contribute to PSP’s security…
Added 29 mins ago
M
Human Capital Data Advisor
MNP
AB · Calgary, AB
- Full-time
Make an impact with our Human Capital team as a Human Capital Data Advisor. This diverse team of professionals are dedicated to cultivating and fostering our firm’s unique culture and…
Added 29 mins ago
Manager, Commercial Asset Management
Trans Mountain
Calgary, AB
…Mountain's assets through strategic leadership, customer engagement, business development, and commercial execution. The successful candidate will lead complex commercial initiatives,…
Added 29 mins ago
FR
Safety Advisor - Stevens Group
Facet Recruitment
Dartmouth, NS
- Full-time
Stevens Group of Companies is a privately held, third-generation family business headquartered in Dartmouth, Nova Scotia. The group includes a design-build construction company (B.D.…
Added 29 mins ago
S
Marketing Manager - B2B
Swoon
Toronto, ON
- Contract
Develop and execute integrated B2B marketing campaigns aligned with business objectives and target audiences.
Added 29 mins ago
GM
Sr IT BA – Retail & Athleisure Planning
Galactic Minds INC
Vancouver, BC
- Full-time
We are seeking an industry-veteran Principal Strategic Advisor to serve as the executive-level liaison for our premier athleisure retail client. This role is highly strategic, designed for…
Added 29 mins ago
Operations Foreman
Pembina Pipeline Corporation
Whitecourt, AB
…an oil and natural gas liquids infrastructure and logistics business. Our operations along the hydrocarbon value chain allow us to offer a full state of midstream and marketing services to…
Added 29 mins ago
Operations Foreman
Pembina Pipeline Corporation
Whitecourt, AB
…an oil and natural gas liquids infrastructure and logistics business. Our operations along the hydrocarbon value chain allow us to offer a full state of midstream and marketing services to…
Added 29 mins ago
Sales Representative - St Albert
Encore Market Engagement
Lethbridge, AB
Your role is to identify business development opportunities and drive sales within an assigned geographical territory. Representing a portfolio of consumer packaged goods brands, you will…
Added 29 mins ago
Sales Representative - Regina
Encore Market Engagement
Regina, SK
Your role is to identify business development opportunities and drive sales within an assigned geographical territory. Representing a portfolio of consumer packaged goods brands, you will…
Added 29 mins ago
Sales Representative - Orangeville
Encore Market Engagement
Orangeville, ON
Your role is to identify business development opportunities and drive sales within an assigned geographical territory. Representing a portfolio of consumer packaged goods brands, you will…
Added 59 mins ago
GM
Field Claims Advisor Property
Gore Mutual Insurance
Vancouver, BC
- Full-time
As a Field Claims Advisor, Property, you will provide exceptional customer service and effective cost control while managing property claims within your assigned territory. Based from your…
Added 59 mins ago
Field Claims Advisor Property
Gore Mutual Insurance
Vancouver, BC
As a Field Claims Advisor, Property, you will provide exceptional customer service and effective cost control while managing property claims within your assigned territory. Based from your…
Added 1 hour ago
Business Advisor - Vaughan Market, ON
Scotiabank
Woodbridge, ON
Our Business Advisors (BA) are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking network, the focus is to provide…
Added 2 hours ago
RM
Inside Sales Representative
Rochester Midland Corporation
Saskatoon, SK
- $60,000 to $75,000 CAD / year
- Full-time
Act as a trusted advisor, providing insights into the value and benefits of continued service contracts.
Added 2 hours ago
PH
Senior Director, Indigenous Health
Provincial Health Services Authority
Vancouver, BC
- Full-time
…to the EVP, People, Diagnostic & Treatment Services as a key advisor regarding the strategy. This position drives the development, implementation, and evaluation of appropriate policies and…
Added 3 hours ago
CO
Strategic Management Lead
City of Edmonton
AB · Edmonton, AB
- Full-time
…to shape the future of Edmonton. You will serve as a trusted advisor to senior leadership, developing the City’s Enterprise Performance Management system and leading implementation of…

Sonance Wealth Partners

Wealth Advisor | Ongoing Opportunities

Ottawa, ON, Canada
Edmonton, AB, Canada
Lethbridge, AB, Canada

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Job details

Experience: Typically 7–10+ years of wealth-management, private-banking or financial-advisory experience.
Posting language: English
Posted: Oct 9, 2026

Original job description

Wealth Advisor | Ongoing Opportunities

Location: Canada and United States Employment: Full-time Work arrangement: Office-based, hybrid or remote depending on the specific opportunity

The opportunity

We welcome expressions of interest from experienced Wealth Advisors interested in future opportunities across Sonance Financial’s Partner Groups in Canada and the United States. This is an ongoing talent pool, not an advertisement for a specific current vacancy. We will contact suitable candidates when a relevant opportunity becomes available.

Working with a local advisory team, you would help clients make informed financial decisions, deepen existing relationships and contribute to the growth of the practice. The employing entity, location, reporting relationship, compensation and work arrangement will be confirmed for each specific opportunity.

What you could contribute

Build trusted relationships with individuals, families, professionals and business owners.
Develop and review financial plans covering retirement, investment, estate and risk-management needs, within your qualifications and authorized scope.
Collaborate with portfolio managers, accountants, lawyers and other specialists to deliver coordinated advice.
Prepare for client meetings, explain recommendations clearly and follow through on agreed actions.
Support client onboarding, relationship transitions and ongoing reviews while maintaining accurate records.
Work with investment colleagues to align portfolios with client objectives, risk tolerance and financial plans.
Develop referral relationships and identify opportunities to grow the practice responsibly.
Follow applicable registration requirements, internal policies and standards for client care.

What you bring

Typically 7–10+ years of wealth-management, private-banking or financial-advisory experience.
A record of building and managing high-net-worth client relationships.
Strong financial-planning, communication and relationship-development skills.
CFP or a relevant financial-planning designation is an asset.
Applicable securities or insurance qualifications, or progress toward qualifications appropriate to the specific role and jurisdiction.
Sound judgment, attention to detail and a collaborative approach.

Express your interest

Please submit your résumé and indicate your preferred country, location, Partner Group interests and current professional designations or registrations. Include a short note about the client relationships and advisory work you most enjoy.

Apply About employer

More about this job

Responsibilities

You will build and maintain trusted relationships with clients while developing comprehensive financial plans covering retirement, investment, and estate needs. Additionally, you will collaborate with specialists to deliver coordinated advice and support the growth of the practice through referral development.

Requirements

Candidates typically need 7–10+ years of experience in wealth management, private banking, or financial advisory. A CFP or relevant financial planning designation is considered an asset, along with appropriate securities or insurance qualifications.

Skills

Wealth management
Financial planning
Relationship management
Investment advice
Estate planning
Risk management
Client onboarding
Portfolio alignment
Financial advisory
Private banking
Communication
Strategic planning

Visa sponsorship

Not detected in the job text

Keywords

Wealth Advisor
Financial Planning
Investment
Estate Planning
Risk Management
Private Banking
CFP
Portfolio Management
Client Relationships
Financial Advisory
Securities
Insurance
High-net-worth
Retirement Planning
Business Development

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