Financial Planner Wealth Management Regina

Turn client goals into practical financial strategies in Regina, combining financial planning with accounting, tax, investments, and insurance expertise.Virtus Private Wealth is seeking an experienced Wealth Management Advisor to help shape its growing offering. You will understand client priorities, create tailored plans, and adapt strategies over time. Collaboration with Virtus Group accounting and tax professionals and TriCert’s investment management team supports coordinated advice across connected planning needs.Key Responsibilities:
Understand client circumstances and develop tailored strategiesImplement financial plans aligned with client goalsMonitor progress and adapt strategies as needs evolveSupport corporate and estate planning strategiesBring forward ideas as the division growsRequirements:
Client-focused approach to practical financial planningCertified Financial Planner designation or enrollmentAt least five years of financial services experienceLife Insurance Licence or ability to obtain oneInitiative, ownership, and accountabilityUse financial planning expertise and collaborative advisory skills to help clients make confident, connected decisions through VPW.
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