The Opportunity

We're looking for a motivated, trustworthy, and highly coachable Associate Financial Advisor to become an important part of our team.

This individual will work closely alongside our lead advisor and Portfolio Manager, supporting advanced financial planning, investment research, client relationships, and the delivery of exceptional financial advice.

We're looking for more than someone to simply complete assigned tasks. We want a meaningful contributor who takes initiative, is willing to roll up their sleeves, and takes genuine pride in delivering a remarkable client experience supported by thoughtful, comprehensive financial planning.

This is an excellent opportunity for someone who enjoys the technical and relationship-building aspects of wealth management and wants to develop their career without the immediate pressure of building their own client base.

You'll receive hands-on mentorship, work directly with clients, and gradually take on greater responsibilities as your skills develop.

You will also look for opportunities to increase the teams Assets under Management.

Key Responsibilities

- Support the development and implementation of comprehensive financial and retirement plans.
- Conduct investment research, portfolio analysis, and financial planning investigations.
- Assist with client meeting preparation, attend meetings, and coordinate follow-up activities.
- Communicate directly with clients, helping ensure their questions and needs are handled promptly and professionally.




- Work collaboratively with our administrative team to ensure client-related activities are completed accurately and efficiently.
- Assist with Marketing Initiatives.
- Maintain accurate client records and assist with documentation and compliance requirements.
- Identify opportunities to improve processes, enhance the client experience, and contribute to the overall success of the practice.
- Demonstrate initiative, accountability, and ownership in day-to-day responsibilities.

Who We're Looking For: We're looking for someone who is passionate about financial planning, enjoys helping people, and wants to be part of a team that takes its work seriously while genuinely enjoying working together.

The ideal candidate is

- Trustworthy and dependable: Someone with strong integrity, sound judgment, and a commitment to doing what is right.
- Coachable and eager to learn: Open to feedback, curious, and motivated to continuously improve.
- A genuine team player: Willing to pitch in, support colleagues, and contribute wherever needed.
- Proactive and resourceful: Someone who takes initiative, solves problems, and follows through.
- Detail-oriented: Takes pride in producing thorough, accurate, and high-quality work.

Qualifications:





- Ideally 1-3 years minimum experience in financial services, financial planning, or wealth management, however also willing to train.
- Licensed to deal in securities in Canada with plans to obtain their CFP designation and / or CIM designation.
- Life Insurance & Accident and Sickness Insurance license is considered a strong asset.
- Strong understanding of investment products and personal financial planning concepts.
- Excellent organizational, analytical, and communication skills.
- Comfortable using financial planning software, CRM systems, and Microsoft Office.
- A genuine interest in continued career development.

What We Offer:

- Competitive Salary, plus a discretionary performance bonus.
- A health and retirement benefits package.
- Direct mentorship and hands-on experience working alongside experienced financial advisors and Portfolio Manager.
- Meaningful exposure to advanced financial planning, retirement strategies, discretionary investment management, estate planning, and client relationships.
- A small, supportive, and close-knit team environment.
- Opportunities for ongoing professional development and increasing responsibility.
- The potential to grow into a Financial Advisor position within our practice.

If you're someone who takes pride in your work, enjoys being part of a close-knit team, and wants to make a meaningful contribution to a growing wealth management practice, we'd love to hear from you. Pay: From $65,000.00 per year

Benefits

- On-site parking

Work Location: In person

📌 Associate Financial Advisor (Waterloo)
🏢 IPC Wealth - Hadjiyianni Financial Group
📍 Waterloo