Wealth Advisor

JV Financial is growing – and we’re looking for an experienced Wealth Advisor to join our Edmonton team.

We are part of a national, private equity–backed wealth management platform that is redefining how top advisors serve affluent families, professionals, and business owners. Our collaborative model brings together independent-minded advisors, institutional-quality investment infrastructure, and a deeply personal client experience.

The Opportunity

As a Wealth Advisor with JV Financial, you’ll work directly with successful clients and their families to deliver holistic, integrated wealth management, from financial planning and portfolio management to tax, estate, and succession strategies.

You will step into a well-established advisory practice, managing and growing a segment of existing high-net-worth relationships while helping to expand our reach across western Canada.

This is a visible, client-facing role in a high-caliber, team-centric environment. It is ideal for an entrepreneurial advisor who thrives on collaboration, continuous learning, and meaningful client impact.

What You’ll Do

• Manage and grow a book of high-net-worth clients, delivering proactive, tailored financial advice.
• Develop and implement comprehensive wealth strategies across investments, retirement, tax, estate, and risk management.
• Collaborate with internal specialists and clients’ external advisors to deliver integrated solutions.
• Support firm growth through referrals, business development, and onboarding clients from acquisitions.
• Maintain the highest standard of compliance, ethics, and fiduciary care.

What We’re Looking For

• 7–10+ years of experience in wealth management, private banking, or financial advisory.
• CFP designation (or commitment to obtain); LLQP strongly preferred. CIM or equivalent an asset.
• Proven ability to cultivate high-net-worth relationships and provide sophisticated financial advice.
• A genuine team player. Self-motivated, collaborative, and focused on delivering exceptional client outcomes.
• Strong business development instincts with the drive to contribute to a fast-scaling platform.

Why Join Us

• A scaling, private equity–backed national platform built around advisor autonomy and shared success.
• Institutional-grade investment solutions with the intimacy of a boutique client experience.
• Growth opportunity in a firm where your voice, expertise, and results matter.
• A deeply collaborative, client-first culture supported by national resources and local independence.

If you’re passionate about wealth management, thrive in a high-performance team, and want to help shape the future of an ambitious national firm, we would love to hear from you.

Location: Edmonton, Alberta

To start the conversation, reach out confidentially to Bedford Group TRANSEARCH, our search partner, at ***email_hidden***.