Join an established wealth management practice and play a key role in its next chapter. Our client is a well-established wealth management practice in Vernon, BC , seeking an experienced Senior Wealth Advisor as part of a planned succession. The successful candidate will join an experienced team and develop long-term relationships with high-net-worth individuals, families, and business owners. The Role

Working alongside an established Senior Wealth Advisor and support team, you'll provide sophisticated, holistic wealth advice across areas including: Comprehensive wealth and financial planning Tax planning and wealth structuring Estate and succession planning Investment and portfolio management Business-owner and high-net-worth client strategies Long-term relationship management The practice has robust roots in the Vernon community and is looking for someone who values relationships, professionalism, and becoming a trusted advisor to clients over the long term. What We're Looking For

We're seeking an experienced wealth advisor with:



Significant experience working with high-net-worth clients Strong financial planning and wealth management expertise Experience with tax and estate planning Excellent relationship-building and communication skills A strong connection to, or interest in, the Vernon/Okanagan community The maturity and experience to work with sophisticated clients A collaborative, team-oriented approach A CFP, CIM, CPA/CA or similar professional designation is an asset. A CA/CPA background would be particularly valuable given the practice's emphasis on tax and estate planning, but is not required.

Why Consider This

Role?

A chance to join an established practice with experienced professionals, strong client relationships, and a explicit succession plan, while building your long-term career in Vernon and the Okanagan . If you're an experienced wealth advisor looking for your next chapter in Vernon, we'd welcome a confidential conversation.

📌 Senior Wealth Advisor (Vernon)
🏢 The Vantage Talent Group
📍 Vernon