SW

Sonance Wealth Partners

Verified Job Source

Wealth Well Orchestrated

Financial Services
11–50 people

Open positions

Associate Portfolio Manager | Ongoing Opportunities

Hybrid · Ottawa

The Associate Portfolio Manager will support senior investment leaders by conducting research on funds and market developments while assisting with portfolio performance and risk analysis. They will also prepare review materials, maintain investment data, and support client meetings alongside senior colleagues.

Controller

Hybrid · Toronto

The Controller serves as the accounting lead, responsible for managing the general ledger, monthly close process, and consolidated financial reporting across multiple entities. They will also oversee junior staff, ensure audit readiness, and drive process improvements within a PE-backed environment.

Student Co-op / Internship | Ongoing Opportunities

Remote · Canada

The student will support various teams with research, data analysis, reporting, and documentation projects. They will also assist in maintaining accurate records and collaborating with colleagues to meet learning objectives.

Wealth Advisor | Ongoing Opportunities

Hybrid · Ottawa

You will build and maintain trusted relationships with clients while developing comprehensive financial plans covering retirement, investment, and estate needs. Additionally, you will collaborate with specialists to deliver coordinated advice and support the growth of the practice through referral development.

Wealth Advisor

On-site · Edmonton

The Wealth Advisor will manage and grow a portfolio of high-net-worth client relationships while delivering comprehensive financial advice and investment solutions. They will collaborate with senior advisors and internal teams to ensure high-quality service, regulatory compliance, and effective business development.

Controller

Hybrid · Toronto

Own full-cycle accounting, the general ledger, monthly close, reconciliations, consolidated reporting, and audit readiness across multiple entities and currencies. Improve accounting processes and controls, integrate acquired entities, support compliance and treasury activities, and supervise two junior accounting team members.