Advance your career in wealth management as a Private Wealth Associate in our growing Mississauga office. With a focus on client service and financial planning, you'll thrive in this supportive environment. This role is ideal for a licensed Registered Representative eager to develop lasting client relationships and enhance your expertise in portfolio management.
You will play a crucial role in assisting high-net-worth clients while working closely with experienced advisors. The position emphasizes professional growth and offers opportunities for career advancement in wealth management. Key Responsibilities:
- Support advisors in managing high-net-worth client portfolios
- Build and maintain strong relationships with clients
- Provide detailed financial planning support and investment advice
- Collaborate within a team-focused and growth-oriented environment
- Engage in ongoing professional development and mentorship Requirements:
- Registered Representative (CIRO) licensing required
- Minimum of 3 years in wealth management
- Solid client service and relationship management skills
- Detail-oriented with a proactive approach
- Excellent communication and organizational abilities Embrace this opportunity to deepen your expertise in wealth management and client relationships in Mississauga.
📌 Wealth Management Associate Mississauga (Toronto)
🏢 Dean Group
📍 Toronto
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