SafeBridge Private Wealth serves emerging affluent and high-net-worth families who expect more than standard, off-the-shelf financial advice. These families move fast, build intentionally, and require strategic, tax-effective solutions that keep pace with their ambitions. With a growing portfolio of complex, multigenerational client relationships, we are expanding our team to support the Managing Partner and his established roster of legacy clients and HNW families.
Role Summary 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. In addition, you will support the financial needs of our in-house SafeBridge clients who are looking for expertise in financial planning, wealth management and insurance planning. There will be no shortage of great clients to work with.
This role blends client-facing engagement with behind-the-scenes strategy and operational oversight. You will meet with and manage new and existing 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.
The Ideal Candidate You believe meaningful client work begins with understanding: understanding the client, understanding the Partner you support, and understanding how to keep a busy practice running smoothly. You bring a calm, steady presence backed by strong ownership, initiative, and professional maturity.
You value relationships, think ahead, listen closely, and take pride in delivering a seamless advisory experience. You enjoy collaboration, supporting leaders, and contributing to a culture built on responsiveness, precision, and client-first execution.



Above all, you see the long game and are committed to deepening your technical, strategic, and leadership capabilities within a Private Wealth environment.
Client Support & Relationship Management Support the Managing Partner and SafeBridge 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
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
Skills & Requirements Fully life and mutual fund licensed in Ontario
1–3+ years of experience in advisory, planning, or insurance support roles
Strong understanding of permanent insurance and tax-efficient structures
High attention to detail and strong organizational discipline
Strong interpersonal and communication skills
Ability to manage multiple priorities in a dynamic environment
Desire to grow into a Senior Advisor role
Compensation Competitive salary + commission with a focus on larger potential earnings. Full-time role with clear career progression within the Private Wealth division.

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📌 Associate Financial Advisor (Ontario)
🏢 SafeBridge Private Wealth
📍 Ontario