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 specialists. 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 Tri Cert 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
Cooperative, self-motivated, accountable approach

Bring connected planning, client relationships, and business development expertise to grow Virtus Private Wealth in Regina.
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📌 Senior Wealth Management Advisor Regina
🏢 Virtus Group
📍 Regina