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 qualified 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-efficient 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 Candidate We 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, Ontario Experience: 10-12+ years preferred Position: Full-time #J-18808-Ljbffr

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