SG Wealth Management is expanding our investment and wealth management practice, and we are looking for an experienced, results-driven
Senior Investment Advisor / Wealth Advisor
to join our growing team.
This is a
client-facing, sales-focused role
for an experienced investment professional who knows how to build relationships, identify opportunities, close investment business, and attract new assets to the firm.
What We’re Looking For:
10+ years of experience in
investment sales and wealth management
Strong experience with
Mutual Funds, Segregated Funds, RRSPs, TFSAs, RRIFs, RESPs, non-registered investments, and retirement portfolios
Proven ability to
prospect, present investment solutions, close business, and bring in new assets/AUM
Experience working with
high-net-worth individuals, professionals, and business owners
Strong understanding of
portfolio construction, retirement planning, tax-productive investing, and wealth accumulation strategies
Excellent communication, relationship-management, presentation, and closing skills
CFP designation strongly preferred




CFA designation or advanced investment credentials considered a significant asset
Appropriate Canadian investment licensing/registration and strong knowledge of compliance requirements
The Ideal CandidateWe are looking for someone who is
experienced, knowledgeable, ambitious, relationship-driven, and highly comfortable with sales. This individual should be able to take qualified opportunities, develop the investment relationship, provide appropriate advice, and confidently convert prospects into long-term clients.
You will have the opportunity to work alongside an established wealth management and insurance practice with a strong network of
business owners, incorporated professionals, families, and high-net-worth clients .
If you are an experienced investment professional looking for an opportunity to
grow assets, build a significant book of business, and become an important part of a growing wealth management firm, we would love to hear from you.
Location: Markham, OntarioExperience: 10-12+ years preferredPosition: Full-time#J-18808-Ljbffr

📌 Senior Investment Advisor / Wealth Advisor (Winnipeg)
🏢 SG Wealth Management
📍 Winnipeg