Senior Wealth Management Advisor Regina
Virtus Group
Build comprehensive financial plans in Regina as a Wealth Management Advisor with Virtus Private Wealth, connecting tax, insurance, and estate planning.This experienced advisor will help grow VPW’s Regina presence within Virtus Group. You will develop practical strategies, strengthen client relationships, and coordinate with accounting, tax, and investment professionals. The work connects financial planning with corporate structures, insurance, and estate planning.Key Responsibilities:
Develop comprehensive financial plans tailored to client goalsBuild relationships and monitor evolving client needsCoordinate advice with Virtus Group and TriCert teamsProvide needs-based insurance planning supportGrow VPW through referrals and community involvementRequirements:
Five or more years in financial servicesCertified Financial Planner designation or program enrollmentSaskatchewan Life Insurance Licence or willingness to obtainStrong business development and relationship-building skillsCollaborative, self-motivated, accountable approachBring connected planning, client relationships, and business development expertise to grow Virtus Private Wealth in Regina.
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Develop comprehensive financial plans tailored to client goalsBuild relationships and monitor evolving client needsCoordinate advice with Virtus Group and TriCert teamsProvide needs-based insurance planning supportGrow VPW through referrals and community involvementRequirements:
Five or more years in financial servicesCertified Financial Planner designation or program enrollmentSaskatchewan Life Insurance Licence or willingness to obtainStrong business development and relationship-building skillsCollaborative, self-motivated, accountable approachBring connected planning, client relationships, and business development expertise to grow Virtus Private Wealth in Regina.
#J-18808-Ljbffr
Vacancy posted 2 hours ago
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