Wealth Associate in Advisory Practice

Elevate your career as a Wealth Associate with one of Canada's top wealth management firms.

This role offers exposure to financial planning, client relations, and compliance in a flexible work environment.

You will collaborate closely with a senior advisor, contributing to the management of established client relationships. Your responsibilities involve preparing financial plans, conducting portfolio reviews, and providing high-quality service to clients. This position is designed for those with 2-3 years of financial services experience who are ready for increased responsibility and growth in their advisory career.

Key Responsibilities:

• Prepare financial plans and investment proposals

• Gather client financial information for planning

• Join and document client meetings and follow-ups

• Process client account activities and maintain records

• Support practice growth through client outreach

Requirements:

• 2-3 years in financial services, advisory support preferred

• Degree and completion of Canadian Securities Course required

• Strong communication and organizational skills

• Familiarity with financial planning software and CRM systems

• Desire for long-term career development in wealth management

Become a key player in a distinguished wealth management firm and help clients achieve their financial goals.