We're working with one of the largest wealth management firms in Canada to find a Wealth Associate to join a well-established and growing advisory practice. With nearly a century of history and a national network of advisors, the firm helps Canadians build financial confidence through holistic, planning-led advice.The firm is known for a collaborative, people-first culture, flexible work arrangements, and real investment in employee growth and wellbeing. It's an environment where your development is a priority and your contributions are noticed.About the role:As a Wealth Associate, you'll partner closely with a senior advisor to deliver an exceptional experience to a book of established clients. You'll be involved in every stage of the client relationship, from preparing financial plans and portfolio reviews to joining client meetings and keeping everything running smoothly afterward.This role suits someone who has built a solid foundation in financial services and is ready for more responsibility. You'll gain hands‐on exposure to comprehensive financial planning, including investments, retirement, tax, estate and insurance strategies. You'll also have a clear path to grow toward an advisory career.Responsibilities:Your responsibilities will include, but is not limited to:Client planning and advice support:Prepare financial plans, portfolio reviews, investment proposals and meeting materialsGather and analyze client financial information to support planning recommendationsJoin client meetings, document discussions and manage follow‐up action itemsMonitor client portfolios and flag opportunities for rebalancing or reviewClient service and relationshipsServe as a key point of contact for clients, responding to questions and service requests promptly and professionallyBuild strong,



trusted relationships with clients and their familiesDeliver a consistent, high‐quality experience across every interactionOperations and complianceProcess account openings, transfers, contributions, withdrawals and tradesManage new client onboarding from start to finishKeep client records, CRM notes and compliance documentation accurate and currentMake sure all activity meets regulatory and firm standardsPractice growthSupport business development through client events, outreach campaigns and referral initiativesHelp improve practice workflows and processes to enhance efficiency and the client experienceQualifications and Experience Required:2-3 years of experience in financial services, ideally in a similar associate, advisor‐support or client service roleA university degreeCompletion of the Canadian Securities Course (CSC)CFP designation preferred, or a robust desire to pursue itSolid understanding of investment products and financial planning conceptsExcellent organization and attention to detail, with the ability to manage multiple prioritiesStrong written and verbal communication skills, with a client‐first mindsetComfort with financial planning software, CRM systems and Microsoft OfficeA proactive, team‐oriented approach and a genuine interest in building a long‐term career in wealth managementWhat's offered:Compensation range of $60,000 - $80,000 annuallyMentorship from an experienced advisor and a clear path for career progressionA collaborative, inclusive culture built around putting people firstThe stability and resources of one of Canada's leading wealth management organizationsPlease note: we may use artificial intelligence (AI) tools to assist in screening, assessing or selecting applicants as part of our hiring process.

📌 Wealth Management Associate (Bradford West Gwillimbury)
🏢 Oakbridge Search Partners
📍 Bradford West Gwillimbury