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
- Solid 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.

📌 Wealth Associate in Advisory Practice (Barrie)
🏢 Oakbridge Search Partners
📍 Barrie