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Wealth Management Associate

2 months ago

Saskatoon, Canada Virtus Group Full time

Virtus Group is seeking a motivated Wealth Management Associate to work closely with our Wealth Management Advisor, assisting with various financial planning and administrative tasks. This is a unique opportunity to gain experience in wealth management, playing a key role in our client’s financial success.

Join a team where people and relationships come first. At Virtus Group, our independence and size empower us to make quick decisions, fostering a dynamic environment where every individual’s contribution makes a real impact.

**What you’ll bring to the team**
- 3-5 years’ experience in the financial services industry as part of a financial planning advisory team.
- A client-centric professional attitude.
- A general knowledge of tax and financial planning principles.
- Strong attention to detail, communication, and time management skills.
- Experience working with Conquest planning software is preferred, but not required.
- A desire to pursue both the Certified Financial Planning (CFP) designation and the Life Licenses Qualification Program (LLQP) would be an asset.

**How you’ll support our clients and professional team**
- Lead new client onboarding, assist with regular monitoring of clients plans, and maintain accurate client records.
- Support the Wealth Management Advisor in preparing presentation and meeting materials and participate in meetings as needed.
- Act as a first point of contact for clients, schedule meetings, and provide a high level of client service.
- Process a variety of transactions (e.g., deposits, contributions, and withdrawals, incoming and outgoing transfers, updating beneficiaries, etc.).
- Work alongside the Accounting Team to deliver integrated financial planning for our clients.

**About Virtus Group**

Virtus Group’s purpose is to help people. Our story started with one person, one spark, and a commitment to virtue and helping Saskatchewan businesses and the community for over half a century. As the largest independent accounting and business advisory firm in Saskatchewan, we have the resources to manage the most challenging, complex client work while maintaining the flexibility and agility to make all decisions quickly and in-house.

Virtus Group is the largest Saskatchewan-owned Chartered Professional Accounting and Business Advisory firm with offices in Saskatoon, Regina, and Estevan.