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Added 26 mins ago
IW
Coordinator, Region Office Operations - Sudbury, ON
IG Wealth Management
BC · British Columbia, Canada
- Internship
…operational and administrative support services to members of the Advisor network in Region and Division offices across the…
Added 26 mins ago
NB
Banking Advisor
National Bank of Canada
Mascouche, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 26 mins ago
NB
Banking Advisor
National Bank of Canada
Laval, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 41 mins ago
C
Mulesoft Architect
Customertimes
Canada
- Full-time
…join our consulting practice and serve as a trusted technical advisor for enterprise clients undergoing digital transformation. You will design, build, and lead the delivery of complex…
Added 1 hour ago
R
Senior Customer Success Manager (Americas)
RemotePass
Remote, Canada
- Remote
…goals using RemotePass's platform. You will act as a strategic advisor and advocate for our customers, helping them maximize the value of our services. With your expertise, you will foster…
Added 1 hour ago
A
Gestionnaire Contrôle de projets/Project Controls Manager
AFRY
Montreal, QC
- Full-time
…Tissue, Biofiber, or related Chemical industries, for traditional client led implementation projects or Epcm project…
Added 1 hour ago
G
MEP Project Manager
GagaMuller
Vancouver, BC
- Full-time
As the MEP Project Manager, you will act as an Owner's Representative, providing client-side leadership and oversight of the Mechanical, Electrical, and Plumbing (MEP) elements of the…
Added 1 hour ago
TE
Wealth Advisor
Talent Edge
Abbotsford, BC
- Full-time
…advisors can focus on delivering exceptional advice and long-term client…
Added 2 hours ago
I
Industry Principal - Oracle Fusion Cloud
Infosys
Toronto, ON
- Full-time
The Solution Architect will serve as the primary advisor to executive stakeholders, business process owners, implementation partners, and technical teams to deliver scalable, secure, and…
Added 2 hours ago
I
Principal – M&A IT Application - Canada - Business Consulting
Infosys
Toronto, ON
- Full-time
Present project updates, findings, and recommendations to client executives in a clear and concise manner.
Added 2 hours ago
I
SAP Security Business process controls
Infosys
Montreal, QC
- Full-time
…deliverables. As a thought leader in your domain, you will be the key advisor to architecture and design reviews from a control’s perspective. You will anchor business pursuit initiatives,…
Added 4 hours ago
S
Beauty Advisor - Part Time
sephora.com
Kingston, ON
- $19.2 to $22.6 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 5 hours ago
SL
Senior Data Analyst
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
…into actionable insights that improve marketing performance, advisor engagement, sales outcomes, and the client experience. The team is evolving from primarily delivering reporting and…
Added 6 hours ago
ES
Senior AI/ML Delivery Manager
EPAM Systems
Toronto, ON
- Full-time
EPAM is looking for a Sr. AI/ML Delivery Manager to serve as the senior AI delivery advisor responsible for guiding our client’s engineering organization from isolated AI experimentation to…
Added 6 hours ago
SM
RQ11705 – Solutions Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11705
Added 6 hours ago
SM
RQ11705 – Solutions Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11705
Added 6 hours ago
IF
Analyst, Platform and Benefits
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
Prepare, validate and transmit payroll, eligibility and other required files, while responding to client inquiries regarding data and reports;
Added 9 hours ago
Client Solutions Advisor - Regina, Saskatchewan
Scotiabank
Regina, SK
As a Client Solutions Advisor, in you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgage salesforce. Your role will be to deepen…
Added 9 hours ago
EJ
Branch Office Administrator
Edward Jones
Markham, ON
- Full-time
…the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of…
Added 11 hours ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 11 hours ago
A
Wealth Management Analyst
Archer
Montreal, QC
- Full-time
Reporting to a wealth management advisor, the analyst plays a strategic role by providing analytical and operational support. This role serves as a stepping stone to a position as an…
Added 11 hours ago
LV
Client Advisor
Louis Vuitton
Vancouver, BC
- Full-time
Louis Vuitton is always looking for highly motivated Client Advisors with a passion for creating memorable experiences for our worldly clientele, to join our teams in Vancouver.
Added 11 hours ago
A
Assistant wealth management advisor
Archer
Montreal, QC
- Full-time
Reporting to an Advisor Manager, the Assistant Advisor acts as a strategic right-hand man. In addition to supporting the advisor in managing his or her clientele, he or she progressively…
Added 11 hours ago
IG
Financial Advisor - Bilingual
Infotree Global Solutions
Montreal, QC
- Contract
Establish and maintain strong client relationships by coordinating efforts with various internal services and divisions of our bank.
Added 11 hours ago
SP
Customer Success Manager
Salesforce Partner Canada
Toronto, ON
- Full-time
…functions as an extension of the customer’s workforce and a trusted advisor, providing guidance and advice to customer organizations. The CSM is responsible for identifying and addressing…

Talent Edge

Wealth Advisor

Abbotsford, BC, Canada

Full-time

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Job details

Job type: Full-time
Experience: 5 years of relevant wealth management or financial-planning experience;
Posting language: English
Posted: Oct 13, 2026

Original job description

About Talent Edge

As trusted Executive & Professional Search partners, Talent Edge brings deep expertise in talent acquisition and advisory across industries. We leverage cutting-edge research and market mapping tools to deliver exceptional candidate matches for our clients. Our team is committed to thoughtful, relationship-driven recruitment and to helping outstanding professionals find meaningful opportunities where they can thrive.

About our client

Willems Wealth Planning Group, a leading practice of CI Assante Wealth Management Ltd., has been helping Canadian families build, manage, and preserve wealth for nearly 40 years. As a second-generation wealth management firm based in Abbotsford, BC, the team is known for delivering highly personalized retirement, tax, estate, and investment planning grounded in evidence-based financial decision-making.

The firm’s philosophy is simple: ask, listen, and solve problems. Clients are typically pre-retirees and retirees with wealth across RRSPs, TFSAs, non-registered accounts, corporations, pensions, and real estate. They come to Willems Wealth Planning Group not just for investment management, but for integrated advice that brings every part of their financial life together.

Led by an experienced team, the practice operates as an ensemble advisory model. Planning, administrative, and operations teams work collaboratively so advisors can focus on delivering exceptional advice and long-term client relationships.

A unique aspect of the firm is its nationally recognized YouTube channel, which has become a significant source of new client demand. Many clients arrive already familiar with the firm’s retirement and tax-planning philosophy, creating a steady pipeline of engaged planning clients.

About this opportunity

This is an exceptional opportunity for a dynamic professional who enjoys deep technical planning work and meaningful client relationships.

The practice currently has a substantial (two-month) waitlist for fee-for-service financial planning engagements and is seeking another Wealth Advisor to help meet growing demand. This role combines:

Supporting a select group of existing ongoing wealth-management clients, and
Building and delivering customized fee-for-service financial plans.

Importantly, this is not a prospecting, sales, or business development role. You will not be expected to cold-call, build a personal book of business, or meet sales quotas. The clients and planning work already exist; the firm is looking for another capable professional to help deliver that work at a very high standard.

Working closely with the planning team, you will review client financial information, develop retirement-income and tax strategies, prepare planning recommendations, participate in client meetings, coordinate with accountants and lawyers, and help clients implement advice in a practical and understandable way.

This opportunity is based in Abbotsford, British Columbia.

About the individual

The ideal candidate is a collaborative, technically strong Wealth Advisor who is motivated by doing excellent work for clients rather than by sales targets. At a minimum, the successful candidate will bring:

A CFP® designation;
Current investment licensing;
5 years of relevant wealth management or financial-planning experience;
The ability to analyze personal tax returns and owner-managed corporate situations;
Experience using modern financial-planning software; and
Excellent written, verbal, and virtual client communication skills.

Additional qualifications that will be a major asset include:

Strong retirement-income and decumulation planning expertise;
Experience with Snap Projections
Tax education or tax-preparation experience
CPA, CFA, CIM, TEP, or other technical designations

Professionals who tend to excel in this environment are those who notice issues proactively, take ownership, and begin developing solutions before being asked.

Who this role may appeal to

This position may be particularly attractive to an qualified Wealth Advisor who is seeking an alternative to:

Sales quotas and product incentives;
Limited product shelves;
Production-driven performance metrics;
Excessive client loads; or
Financial plans that are rarely implemented.

At Willems Wealth Planning Group, growth is viewed as a by-product of consistently delivering exceptional advice and service to the right clients.

Why join Willems Wealth Planning Group?

Excellent reputation in the market, built over 4 decades;
Strong inbound client demand through educational content;
Collaborative ensemble practice with experienced professionals;
Focus on planning quality rather than sales activity;
Dedicated operations support to reduce administrative burden;
Access to CI Assante Wealth Planning Group specialists in tax, estate, succession, and corporate planning; and
Opportunity to deepen expertise in retirement and tax planning within a respected advisory firm.

Learn more about Willems Wealth Planning Group

To better understand the firm’s planning philosophy, retirement-income approach, and educational content, we encourage interested candidates to explore Willems Wealth Planning Group’s YouTube channel, which has become a trusted resource for Canadians.

The channel offers practical insights on retirement planning, tax strategies, investment decision-making, wealth preservation, and provides a helpful introduction to the type of client conversations and planning work that are central to this role.

YouTube: Willems Wealth Planning Group

Compensation & Benefits

This role comes with an excellent compensation package including a base salary in the range of CAD $85,000–$120,000, bonus/profit sharing, comprehensive benefits package (including health and dental coverage, disability and life insurance) generous personal time off (paid vacation and paid sick days), learning & development support, and a great team/company culture!

The final offer will be commensurate with the successful candidate’s qualifications, skills, and experience. Talent Edge and our client believe in pay equity, fairness, and transparency.

Next steps

If you are interested in applying to this opportunity, reviewing the complete role in more detail, or having a confidential introductory conversation with Talent Edge, please click on the Apply button and follow the instructions.

Talent Edge and Willems Wealth Planning Group | CI Assante Wealth Management Ltd. believe in equal opportunity, equity, fairness, and transparency. We celebrate diversity and are committed to creating an inclusive environment for all clients, partners, and candidates. If you require accommodation during the application or interview process, please let us know at hello@talent-edge.ca.

All applications will be treated with the utmost confidentiality. Personal information is collected solely for the purpose of the hiring process and will not be shared without your consent.

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More about this job

Responsibilities

The Wealth Advisor will support existing wealth-management clients and develop customized fee-for-service financial plans. They will collaborate with the planning team to analyze financial data, coordinate with external professionals, and help clients implement strategic advice.

Requirements

The ideal candidate must hold a CFP designation and have at least 5 years of relevant wealth management experience. Proficiency in personal tax returns, owner-managed corporate situations, and modern financial-planning software is required.

Skills

Financial planning
Wealth management
Retirement income strategies
Tax planning
Estate planning
Investment management
Financial analysis
Corporate tax
Communication skills
Problem solving
Collaboration

Benefits

Bonus
Profit sharing
Health insurance
Dental coverage
Disability insurance
Life insurance
Paid vacation
Paid sick days
Learning and development support

Visa sponsorship

Not detected in the job text

Keywords

Wealth Advisor
CFP
Financial Planning
Wealth Management
Retirement Planning
Tax Planning
Estate Planning
Investment Management
Snap Projections
CPA
CFA
CIM
TEP
RRSP
TFSA
Financial Advisory
Client Relations
Corporate Planning
Succession Planning
Evidence-based Financial Decision-making

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