Posted 2 days ago
Wealth Management Advisor
@ Virtus Group Chartered Professional Accountants & Business Advisors LLP
Regina, Saskatchewan
Overview
Virtus Group Chartered Professional Accountants & Business Advisors LLP is hiring a full-time Wealth Management Advisor in Regina for Virtus Private Wealth. The role builds financial plans for clients, coordinates with Virtus Group and TriCert, and grows the division through referrals and community involvement. The posting requires a CFP designation or enrollment, five or more years of financial services experience, and a Saskatchewan life insurance licence or willingness to obtain one.
Responsibilities:
- Develop financial plans tailored to client goals
- Build long-term client relationships and adapt strategies
- Coordinate with Virtus Group and TriCert on connected advice
- Provide insurance, corporate and estate planning support
- Grow VPW in Regina through referrals and community involvement
Requirements summary:
- CFP designation or enrollment in the program
- 5+ years of financial services experience
- Life insurance licence with Insurance Councils of Saskatchewan, or willingness to obtain
- Strong business development and relationship-building skills
- Collaborative mindset across accounting, tax and investments
- Initiative, ownership and accountability
Tools & skills
Benefits mentioned
Source and dates
Job-board feed · saskjobs
- Employer posting date
- 2026-11-04
- First seen by our source
- 2026-11-05
- Source record updated
- 2026-11-05
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Business development |
| Experience | 5+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CFP, Life Insurance Licence (Insurance Councils of Saskatchewan) |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Virtus Group Chartered Professional Accountants & Business Advisors LLP
| Field | Value |
|---|---|
| Open jobs on Jobsy | 1 |
Description
Help shape the future of wealth management with Virtus Private Wealth (VPW).
Financial decisions dont happen in isolation, and we dont believe financial planning should either. VPW combines wealth management with the accounting and tax expertise Virtus Group clients already trust, helping them see the bigger picture and make confident decisions about their future.
Were looking for an experienced Wealth Management Advisor in Regina to help grow VPWs presence in the market. Youll champion wealth management in our Regina office and collaborate with Virtus Group professionals and TriCerts investment management team to provide clients with a seamless, coordinated experience.
What youll bring to the team
- Certified Financial Planner (CFP) designation, or enrollment in the program, and 5+ years of financial services experience.
- Life Insurance Licence with the Insurance Councils of Saskatchewan, or willingness to obtain and maintain one.
- A client-focused approach and ability to turn goals into practical strategies.
- Strong business development and relationship-building skills.
- A collaborative mindset across accounting, tax, investments and other advisory areas.
- Initiative, ownership and accountability.
How youll make an impact
- Develop financial plans tailored to clients goals and circumstances.
- Build long-term relationships and adapt strategies as clients needs evolve.
- Coordinate with Virtus Group and TriCert to deliver connected advice.
- Provide insurance planning and support corporate and estate planning.
- Grow VPW in Regina through referrals and community involvement.
- Bring forward ideas and opportunities as our wealth management division grows.
Journal
Only you can see this. Kept on this device, and in your account when you sign in.