Build comprehensive financial plans in Regina as a Wealth Management Advisor with Virtus Private Wealth, connecting tax, insurance, and estate planning. This experienced advisor will help grow VPW’s Regina presence within Virtus Group. You will develop practical strategies, strengthen client relationships, and coordinate with accounting, tax, and investment professionals. The work connects financial planning with corporate structures, insurance, and estate planning.

Key Responsibilities
- Develop comprehensive financial plans tailored to client goals
- Build relationships and monitor evolving client needs
- Coordinate advice with Virtus Group and TriCert teams
- Provide needs-based insurance planning support
- Grow VPW through referrals and community involvement

Requirements:
- Five or more years in financial services
- Certified Financial Planner designation or program enrollment
- Saskatchewan Life Insurance Licence or willingness to obtain
- Solid business development and relationship-building skills
- Collaborative, self-motivated, accountable approach Bring connected planning, client relationships, and business development expertise to grow Virtus Private Wealth in Regina.

📌 Senior Wealth Management Advisor Regina
🏢 Virtus Group
📍 Regina