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 versatile 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 proposalsGather client financial information for planningJoin and document client meetings and follow-upsProcess client account activities and maintain recordsSupport practice growth through client outreachRequirements:2-3 years in financial services, advisory support preferredDegree and completion of Canadian Securities Course requiredStrong communication and organizational skillsFamiliarity with financial planning software and CRM systemsDesire for long-term career development in wealth managementBecome 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