As an Associate Financial Advisor , you’ll operate as a strategic extension of the Managing Partner — supporting his client relationships, managing workflow, coordinating internal resources, and ensuring flawless execution across all planning initiatives.

This role blends client-facing engagement with behind-the-scenes strategy and operational oversight.

You will meet with and manage existing and recent client needs, prepare planning work, coordinate insurance and wealth management tasks, ensure follow-through, and help manage and coordinate both the existing administrative team and future team expansion.

This position is built for someone looking to grow into a Senior Advisor role while learning directly from an experienced leader in the Private Wealth division.

Client Support & Relationship Management Support the Managing Partner in serving legacy and HNW clients Join discovery calls, follow-ups, and client reviews Manage client communication, timelines, and service expectations Ensure a consistent, white-glove advisory experience Insurance & Wealth Planning Execution Prepare analyses, illustrations,



and tax-efficient strategy summaries Coordinate underwriting, carrier communication, and case advancement Identify planning opportunities based on client goals and circumstances Produce clean, client-ready planning deliverables Managing Partner Support & Practice Coordination Help manage workflow, priorities, and meeting cadence for the Managing Partner Ensure follow-through on commitments and internal deadlines Anticipate needs and support efficient decision-making Act as a stabilizing operational partner in a fast-moving practice Team Coordination & Growth Support Coordinate with administrative team to maintain execution quality Support onboarding and integration of future team hires Help build a disciplined, scalable service model Operational & Administrative Excellence Maintain CRM accuracy, compliance processes, and documentation integrity Manage planning workflows and service pipelines Prepare agendas, summaries, and reporting packages

📌 Associate Financial Advisor, HNW Investment & Insurance (Toronto)
🏢 niche recruitment
📍 Toronto