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Wealth Management Advisor
Job Location:
Monthly Salary:
Posted:
7 November 2026 (22 hours ago)
Posted:
Application Deadline:
4 February 2027
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
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 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.
Were 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.
Youll 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 youll become the wealth management champion in our Regina office. Youll work closely with Virtus Groups accounting and tax professionals and TriCerts investment management team to provide clients with a coordinated seamless experience.
What youll 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 youll make an impact
- Develop and implement comprehensive financial plans tailored to each clients goals and circumstances.
- Build long-term client relationships monitoring progress and adapting strategies as their needs evolve.
- Coordinate with Virtus Group professionals and TriCerts investment management team to deliver connected advice.
- Provide needs-based insurance planning and support corporate and estate planning strategies.
- Grow VPWs 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 isnt a buzzword - its how we operate. Were 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 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 Groups purpose is to help people. For more than 60 years weve been committed to our people our communities and helping Saskatchewan businesses succeed. Today we are Saskatchewans 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 with questions.
Required Experience:
Unclear Seniority
