Wealth Advisor | Ongoing Opportunities

Ottawa, ON
Hybrid
Posted Oct 12, 2026
1 position

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Employment type: Full-time
Experience level: Lead · 10+ years
Minimum education: Professional degree
Posting language: English
Working hours: 40 hours per week

Job summary

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.

Job details

Wealth Advisor | Ongoing Opportunities Location: Canada and United States Employment: Full-time Work arrangement: Office-based, hybrid or remote depending on the specific opportunity The opportunity We welcome expressions of interest from experienced Wealth Advisors interested in future opportunities across Sonance Financial’s Partner Groups in Canada and the United States. This is an ongoing talent pool, not an advertisement for a specific current vacancy. We will contact suitable candidates when a relevant opportunity becomes available. Working with a local advisory team, you would help clients make informed financial decisions, deepen existing relationships and contribute to the growth of the practice. The employing entity, location, reporting relationship, compensation and work arrangement will be confirmed for each specific opportunity. What you could contribute • Build trusted relationships with individuals, families, professionals and business owners. • Develop and review financial plans covering retirement, investment, estate and risk-management needs, within your qualifications and authorized scope. • Collaborate with portfolio managers, accountants, lawyers and other specialists to deliver coordinated advice. • Prepare for client meetings, explain recommendations clearly and follow through on agreed actions. • Support client onboarding, relationship transitions and ongoing reviews while maintaining accurate records. • Work with investment colleagues to align portfolios with client objectives, risk tolerance and financial plans. • Develop referral relationships and identify opportunities to grow the practice responsibly. • Follow applicable registration requirements, internal policies and standards for client care. What you bring • Typically 7–10+ years of wealth-management, private-banking or financial-advisory experience. • A record of building and managing high-net-worth client relationships. • Strong financial-planning, communication and relationship-development skills. • CFP or a relevant financial-planning designation is an asset. • Applicable securities or insurance qualifications, or progress toward qualifications appropriate to the specific role and jurisdiction. • Sound judgment, attention to detail and a collaborative approach. Express your interest Please submit your résumé and indicate your preferred country, location, Partner Group interests and current professional designations or registrations. Include a short note about the client relationships and advisory work you most enjoy.

What you’ll do

Requirements

Candidates typically need 7–10+ years of experience in wealth management, private banking, or financial advisory. A CFP or relevant financial planning designation is considered an asset, along with appropriate securities or insurance qualifications.