Senior Wealth Advisor – High‑Net‑Worth & Estate Planning (Winnipeg)

Senior Wealth Advisor – High‑Net‑Worth & Estate Planning (Winnipeg)

16 Sep
|
The Vantage Talent Group
|
Winnipeg

16 Sep

The Vantage Talent Group

Winnipeg

The Vantage Talent Group is recruiting a Senior Wealth Advisor for its Vernon, BC practice. You will work alongside an experienced team to deliver sophisticated wealth advice to high-net-worth individuals, families, and business owners, focusing on long-term relationships and holistic planning. The role emphasizes tax and estate planning, investment management, and ongoing client stewardship within the Vernon/Okanagan community, with a pathway toward succession and leadership within the practice.

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📌 Senior Wealth Advisor – High‑Net‑Worth & Estate Planning (Winnipeg)
🏢 The Vantage Talent Group
📍 Winnipeg

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