Publié le mois dernier
Wealth Advisor | Ongoing Opportunities
@ Sonance Financial Inc.
Lethbridge, AB · Ottawa, ON · Edmonton, AB
En bref
Sonance Financial is building an ongoing talent pool for experienced Wealth Advisors across its Partner Groups in Canada and the United States. This is not an advertisement for a current vacancy; suitable candidates will be contacted when an opportunity arises. The role involves building client relationships, developing financial plans and advising high-net-worth individuals and families, with full-time employment and an arrangement (office, hybrid or remote) confirmed per opportunity.
Responsabilités :
- Build trusted relationships with individuals, families and business owners
- Develop and review financial plans covering retirement, investment, estate and risk
- Collaborate with portfolio managers, accountants and lawyers
- Prepare client meetings and follow through on agreed actions
- Develop referral relationships to grow the practice
Résumé des exigences :
- 7 to 10+ years of wealth-management or financial-advisory experience
- Record of building high-net-worth client relationships
- Strong financial-planning and communication skills
- CFP or relevant designation is an asset
- Applicable securities or insurance qualifications
Outils et compétences
Source et dates
Site carrière / système de candidatures · rippling
- Date publiée par l’employeur
- 2026-10-09
- Première détection par notre source
- 2026-10-27
- Mise à jour du dossier source
- 2026-10-27
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Senior |
| Domaine | Développement des affaires |
| Expérience | 7 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Milieu de travail | Bureau, Domicile, Chez les clients |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | CFP |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Sonance Financial Inc.
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 6 |
About Sonance Financial Sonance Financial brings together wealth-management Partner Groups that share a client-first approach, a commitment to professional judgment and a collaborative way of working. Our teams help individuals, families and business owners connect their financial decisions to their long-term goals.
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.
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