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Added 54 mins ago
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VP Consulting Services, Banking & Financial Services
CGI
Montreal, QC
- Full-time
Reporting to the Senior Vice-President, Consulting Services, you will operate with significant ownership of your portfolio, leading a high-performing team while being accountable for…
Added 54 mins ago
RJ
Licensed Wealth Advisor Assistant
Raymond James Ltd.
Calgary, AB
- Full-time
Raymond James Independent Financial Services is seeking a full-time Licenced Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. Raymond James Ltd. is one of…
Added 2 hours ago
NB
CONSEILLER, STRATEGIE RETRAITE
National Bank of Canada
Mont-Royal, QC
- Full-time
A career as a retirement Strategy Advisor at National Bank means acting as an expert·in retirement planning and strategies for clients. With your expertise, you can help your clients during…
Added 2 hours ago
NB
Private Banker
National Bank of Canada
Moncton, NB
- Full-time
…experience managing a portfolio, and your knowledge of banking services, you have a direct impact on the client, employee, and user experience, as well as on profitability and client…
Added 6 hours ago
EC
Senior Customer Success Manager, Defence
Esri Canada
Ottawa, ON
- Full-time
…Senior Customer Success Manager, Defence acts as a trusted advisor to senior DND stakeholders, leads multi-year customer success strategies, and orchestrates cross-functional teams to…
Added 6 hours ago
EC
Senior Customer Success Manager, Prairies
Esri Canada
AB · Edmonton, AB
- Full-time
…engagement. The Senior Customer Success Manager acts as a trusted advisor to senior stakeholders, leads multi‑year customer success strategies, and orchestrates cross‑functional teams to…
Added 7 hours ago
HE
Entry-Level Customer Advisor – Hospitality or Retail Backgrounds Welcome
Hype Events
Toronto, ON
- Full-time
Learn how to position products and services with confidence
Added 9 hours ago
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Bilingual Sales Associate, Apartments.com/ Associé(e) aux ventes bilingue, Apartments.com - Montréal, Québec
CoStar
Montreal, QC
- Full-time
…nombre de locataires et les plus qualifiés. Notre gamme de services comprend la publicité numérique, la gestion des médias sociaux et de la réputation, ainsi que des solutions d'analyse de…
Added 9 hours ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
…professionals who work together to provide holistic and comprehensive services to best serve client needs. This team will be based in Surrey and support specific clients living in the…
Added 10 hours ago
BG
Senior Renewable Energy Technical Advisor
BTY Group
Vancouver, BC
- $100,000 to $125,000 CAD / year
- Full-time
…division plays a leading role in delivering trusted advisory services to lenders, investors, and owners worldwide. Our Renewable Energy Services team provides Technical Due Diligence,…
Added 11 hours ago
NB
Senior Treasury Manager, Creative Media & Technology
National Bank of Canada
Vancouver, BC
- Full-time
You will act as a trusted advisor to a diverse client base that may include software and SaaS companies, gaming studios, digital media organizations, film and television production…
Added 11 hours ago
NB
Associate
National Bank of Canada
Baie-Comeau, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success. More…
Added 11 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
Develop and maintain strong client relationships while serving as a trusted business advisor.
Added 11 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, 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 12 hours ago
TA
Sales Representative
The Acquisition Group
AB
- Full-time
Are you a goal-driven sales professional with a passion for helping people connect to innovative home services? Our client, a trusted and established TELUS vendor is currently hiring a…
Added 15 hours ago
PI
Financial Advisor
PFSL Investments Canada Ltd
Montreal, QC
- Full-time
I’m expanding my financial services team and looking for motivated individuals who want to build their own business while helping families and business owners.
Added 17 hours ago
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SENIOR BUSINESS ADVISOR, OPERATIONS - Montréal, North Shore and Laval
BDC
Montreal, QC
- Full-time
As a Senior Business Advisor, Operations, you will help small and medium-sized businesses improve their operational performance and transform their organizations. You will lead both…
Added 18 hours ago
S
Bilingual Relocation Advisor 1 (French/English)
Sirva
Ottawa, ON
- $21.63 CAD / hour
As a Relocation Advisor, you will contribute to Sirva’s success by providing essential support to relocating Government of Canada transferees and their families. The Advisor is the only…
Added 18 hours ago
C
Associate Insurance Advisor - Farm Specialist
Co-operators
Ponoka, AB
- Full-time
We’re hiring: Associate Insurance Advisor – Farm Insurance | Ponoka, Alberta
Added 1 day ago
PS
Financial Planning and Analysis Manager
Professional Staffing
Mississauga, ON
- $130,000 to $150,000 CAD / year
- Full-time
…agency headquartered in Mississauga. For more than 30 years, our client has partnered with some of Canada’s most recognizable enterprise brands to produce high-impact corporate conferences,…
Added 1 day ago
NB
Senior Advisor, Program Governance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Program Governance and Project Portfolio Management, within Pillar 5 of the Momentum 2030 strategic plan means contributing to the integrated management of a…
Added 1 day ago
NB
Branch Manager
National Bank of Canada
Dolbeau-Mistassini, QC
- Full-time
…external partners. Your role is crucial to ensure a high-quality client experience and achieve outstanding performance…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Rimouski, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 day ago
NB
Talent Acquisition Advisor
National Bank of Canada
Montreal, QC
- Temporary
A career as a Talent Acquisition Advisor at National Bank means pursuing your ambitions by improving the lives of candidates, managers, your colleagues and your colleagues. Curiosity,…
Added 1 day ago
NB
Investment Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as an Investment Advisor in the National Bank call centre means helping our clients achieve their goals. Through your warm approach and the quality of your advice, you’ll provide a…

Virtus Group, Chartered Professional Accountants & Business Advisors LLP

Wealth Management Advisor

Regina, SK, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 5, 2026
Posting language: English
Posted: Nov 5, 2026

Original job description

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.

Apply About employer

More about this job

Responsibilities

Develop and adapt comprehensive financial plans, build long-term client relationships, and coordinate advice with accounting, tax, and investment professionals. Grow the firm’s Regina presence through referrals and community involvement, while helping shape its expanding wealth management offering.

Requirements

Candidates need a CFP designation or enrollment in the program, at least five years of financial services experience, and a Saskatchewan life insurance licence or willingness to obtain and maintain one. They should bring a client-focused approach, strong business development and relationship-building abilities, collaboration skills, and personal initiative and accountability.

Skills

Financial Planning
Wealth Management
Client Relationship Building
Business Development
Referral Network Development
Tax Planning
Corporate Structure Planning
Insurance Planning
Estate Planning
Comprehensive Financial Planning
Client Needs Assessment
Collaboration
Initiative
Accountability
Certified Financial Planner (CFP)

Benefits

Competitive Compensation
Comprehensive Health Benefits
Healthcare Spending Account
Wellness Spending Account
Pension Plan
Generous Vacation
Personal Days
Summer Fridays Off
Professional Development
Career Support
Flexible Work Arrangements
Parking Support

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
Certified Financial Planner (CFP)
Financial Services
Life Insurance Licence
Insurance Councils of Saskatchewan
Client Relationships
Business Development
Referral Network
Tax Planning
Corporate Structures
Insurance Planning
Estate Planning
Investment Management
Needs-Based Advice
Comprehensive Financial Plans
Accounting
Advisory Services
Client Goals
Regina

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