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 career development and mentorship
Requirements:
• Registered Representative (CIRO) licensing required
• Minimum of 3 years in wealth management
• Strong 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.
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📌 Wealth Management Associate Mississauga (Ontario)
🏢 Dean Group
📍 Ontario
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