Wealth Management Advisor

Help shape the future of wealth management with Virtus Private Wealth (VPW).

Financial decisions don’t happen in isolation, and we don’t believe financial planning should either. VPW brings wealth management together with the accounting and tax expertise Virtus Group clients already trust, helping them see the bigger picture and make confident decisions about their future.

We’re looking for an experienced Wealth Management Advisor based in Regina who wants to help us continue building VPW and growing our presence in the market.

You’ll get to know what matters most to your clients, build trusted relationships and develop practical, connected strategies across financial planning, tax, corporate structures, insurance and estate planning.

As our Wealth Management Advisor, you’ll become the wealth management champion in our Regina office. You’ll work closely with Virtus Group’s accounting and tax professionals and TriCert’s investment management team to provide clients with a coordinated, seamless experience.

What You’ll Bring To The Team

• Certified Financial Planner (CFP) designation, or enrolled in the program.
• Five or more years of experience in financial services.
• Life Insurance Licence with the Insurance Councils of Saskatchewan, or the ability and willingness to obtain and maintain one.
• A client-focused approach, with the ability to turn clients’ goals into practical strategies.
• Strong business development skills, with confidence building relationships, identifying opportunities, and growing a referral network.
• A collaborative mindset and ability to bring together expertise across accounting, tax, investments, and other advisory areas.
• Self-motivation, initiative and a strong sense of ownership and accountability.
  
  

How You’ll Make An Impact

• Develop and implement comprehensive financial plans tailored to each client’s goals and circumstances.
• Build long-term client relationships, monitoring progress and adapting strategies as their needs evolve.
• Coordinate with Virtus Group professionals and TriCert’s investment management team to deliver connected advice.
• Provide needs-based insurance planning and support corporate and estate planning strategies.
• Grow VPW’s presence in Regina through referral relationships and involvement in the local business community.
• Help shape our Regina wealth management offering by bringing forward ideas and opportunities as the division grows.
  
  

Why Virtus Group

At Virtus Group, Culture Isn’t a Buzzword - It’s How We Operate. We’re a Saskatchewan-grown Firm Built On Relationships, Accountability, And Genuine Care For Our Clients And People. Being Recognized As a Saskatchewan Top Employer Reflects What Our Team Experiences Every Day; Trust, Flexibility, And Meaningful Career Development. We Offer

• Competitive compensation
• Comprehensive health benefits, including healthcare and wellness spending accounts
• Pension plan
• Generous vacation and personal days
• Summer Fridays off
• Ongoing professional development and career support
• Flexible work arrangements
• Parking support
  
  

About Virtus Group

Virtus Group’s purpose is to help people. For more than 60 years, we’ve been committed to our people, our communities and helping Saskatchewan businesses succeed. Today, we are Saskatchewan’s largest independent accounting and business advisory firm, with offices in Regina, Saskatoon and Estevan.

Our size gives us the expertise and resources to tackle complex work, while our independence gives us the agility to make decisions locally and move quickly. For this role, that creates something particularly exciting: an opportunity to join an established Saskatchewan firm while helping shape a growing wealth management offering.

Intrigued? Apply through our careers page or contact hr@virtusgroup.ca with questions.