Owens MacFadyen Group (OMG) is a boutique wealth management firm specializing in serving high-net-worth clients. Since 1995, we have provided a unique team-based approach to comprehensive wealth management that helps our clients achieve exceptional financial outcomes.

At OMG, we are committed to our clients and our people. We pride ourselves on delivering privacy, confidentiality, and integrity in every interaction. Our clients value competent, independent professional advice delivered by specialists working collaboratively within a team environment.With more than 100 employees and growing, OMG operates offices in Toronto, Halifax, Saint John, and Moncton.

We are currently seeking a Wealth Associate to join our Toronto office.

Key Responsibilities

- Provide administrative support to advisors and the wealth management team.
- Manage client communications in a professional and timely manner.
- Support advisor practice management, including workflow coordination, scheduling, and prioritization.
- Process and manage client service requests, including:
- Annual Review preparation
- Deposits and withdrawals
- Investment transactions (buying and selling)
- Account maintenance and updates
- Manage and process all stages of:
- Wealth account openings
- Client updates and maintenance
- Life insurance applications
- Provide reception coverage and support as required.
- Maintain high standards of accuracy, confidentiality, and client service.

This position is 100% office-based in our Toronto location.

Qualifications & Experience

- Minimum of 2 years of progressive experience in a similar role within in the Wealth management, Financial services,



Banking and/or Financial administration field
- Solid administrative and organizational skills with exceptional attention to detail.
- Advanced proficiency in Microsoft Office applications, particularly Excel.
- Experience with Dynamics 365 is considered an asset.
- Life insurance experience is considered a strong asset.
- Demonstrated ability to work independently and manage multiple priorities with minimal supervision.
- Professional communication skills with the ability to confidently interact with clients and external professionals, including accountants and lawyers.
- A strong desire for continuous learning, professional development, and increased responsibility.

Licensing Requirement

The successful candidate must obtain a Registered Representative (RR) License within the first 12 months of employment. Preference will be given to candidates who already hold an RR license under either:

- Previous CIRO requirements, or
- Current CIRO requirements.

Why Join OMG?

- Collaborative, team-based environment.
- Opportunities for professional growth and ongoing education.
- Exposure to a sophisticated high-net-worth client base.
- A culture built on integrity, excellence, and exceptional client service.

Our recruitment and selection process does not involve the use of AI or HRIS screening tools.

Job Types: Full-time, Permanent

Pay: From $65,000.00 per year

Benefits:

- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- RRSP match
- Vision care
- Wellness program

Licence/Certification:

- Registered Representative License (RR) (required)

Work Location: In person

📌 Wealth Associate (Old Toronto)
🏢 Owens MacFadyen Group
📍 Old Toronto