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Publié il y a 5 jours

Wealth Management Advisor

@ Virtus Group Chartered Professional Accountants & Business Advisors LLP

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Regina, Saskatchewan

Temps plein5+ ans d’expérience
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En bref

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.

Responsabilités :

  • 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

Résumé des exigences :

  • 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

Outils et compétences

Financial planningInsurance licenceRelationship building

Avantages mentionnés

Assurance vie
Source et dates

Flux d’un site d’emploi · saskjobs

Date publiée par l’employeur
2026-11-04
Première détection par notre source
2026-11-05
Mise à jour du dossier source
2026-11-05

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauSenior
DomaineDéveloppement des affaires
Expérience5 an(s) et plus
Heures par semaine40 (estimé)
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau, Chez les clients
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsCFP, Life Insurance Licence (Insurance Councils of Saskatchewan)

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Virtus Group Chartered Professional Accountants & Business Advisors LLP

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Providing timely, practical solutions and strategic business advice.

Description complète de l’entreprise

Virtus Group is the largest independent Chartered Professional Accountant and Business Advisory firm in Saskatchewan. With offices in Regina and Saskatoon, we have the largest team of credentialed business valuators and the only Chartered Merger and Acquisition Professional in the province. Our business advisors provide timely, practical solutions and strategic business advice to ensure our clients’ realize their financial goals. Our full service team offers services in the following areas: • Compliance, audit and assurance • Taxation planning and structure • Business Valuation, litigation support and corporate finance • Business transitions, exits and transaction services • Operational effectiveness • Governance and risk management Our team’s multidisciplinary professional expertise ensures our clients’ financial interests are well managed and aligned to maximize their economic position. We build partnerships with our clients to establish a level of trust and accountability that enables both parties to maximize efficiency, reduce engagement turnaround times and minimize costs. We use an interdisciplinary collaborative approach to ensure our clients achieve their financial goals today and continually employ the necessary financial strategies to guarantee their ongoing success for tomorrow.

Abonnés LinkedIn
2 431
Personnes associées sur LinkedIn
142
Bureaux déclarés
  • 200 - 2208 Scarth Street, Regina, SK S4P 2J6, CA
  • 200 - 157 2nd Avenue North, Saskatoon, Saskatchewan S7K 2A9, CA
  • 1210 4th St, Estevan, SK S4A 0W9, CA
Autres noms enregistrés
  • Virtus Group, Chartered Professional Accountants & Business Advisors LLP
Spécialités
  • Compliance
  • Audit & Assurance
  • Business Transitions
  • Exits & Transaction Services
  • Business Valuation
  • Litigation Support & Corporate Finance
  • Tax Planning & Structure
  • Operational Effectiveness
  • and Governance & Risk Management
Le profil indique une agence de recrutement
Non
Toutes ses offres Site Web

Virtus Group is the largest independent Chartered Professional Accountant and Business Advisory firm in Saskatchewan. With offices in Regina and Saskatoon, we have the largest team of credentialed business valuators and the only Chartered Merger and Acquisition Professional in the province. Our business advisors provide timely, practical solutions and strategic business advice to ensure our clients’ realize their…

ChampValeur
SecteurAccounting
Taille51-200 employees
Siège socialRegina, SK
Type d’organisationPartnership
Fondée en1962
SpécialitésComplianceAudit & AssuranceBusiness TransitionsExits & Transaction ServicesBusiness ValuationLitigation Support & Corporate FinanceTax Planning & StructureOperational Effectivenessand Governance & Risk Management
Offres sur Jobsy1
LinkedInVoir la page
Description

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.

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