Associate Investment Advisor (Toronto)

Associate Investment Advisor (Toronto)

31 Aug
|
Hunter Mercantile
|
Toronto

31 Aug

Hunter Mercantile

Toronto

This range is provided by Hunter Mercantile. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeCA$75,000.00/yr – CA$100,000.00/yrDirect message the job poster from Hunter MercantileThe Client: Our client, one of Canada’s preeminent wealth management firms, is seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch‑pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial planning process for a specific portion of their investment practice.What the Associate Investment Advisor opportunity offers you:A place to work where you are not a “number” but an integral part of a great wealth management team and where your ideas countExcellent growth potential through the prospect to manage a group of HNW clients as well as the chance to build your own book of businessA competitive compensation package that includes salary,



bonus and benefitsAn investment in you! Educational support for industry designations and broad support for your career excellenceAs the Associate Investment Advisor, you will be responsible for:Client Interaction: The management of a specific portion of HNW clients within the wealth management practice. Delivering written and verbal presentations in client‑facing meetings. Developing and discussing financial planning solutionsInvestment Strategy: Contributing to the overall investment strategy and product selection; performing securities analysis and participating in market debates.Portfolio Construction: Assisting with the construction of various investment portfolios and managing client expectations through documented research.Trading: Executing daily, accurate trades in both discretionary and non‑discretionary formats.Administration & Compliance: Preparing compliance reports,

📌 Associate Investment Advisor (Toronto)
🏢 Hunter Mercantile
📍 Toronto

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