Support portfolio management and client relationships at BLA Private Wealth in Waterloo, working full time in the office with experienced advisors.

As an Associate Advisor and Financial Planner, you will support personalized wealth management for individuals, professionals, business owners, families, and Canadian and U.S. clients. The work spans investment research, portfolio analysis, planning support, and client service. You will contribute directly to client relationships and investment portfolios.

Key Responsibilities:

- Prepare account analysis and portfolio reviews for client meetings
- Assist advisors with investment and wealth management strategies
- Support portfolio construction, trading, rebalancing, and execution




- Research investments and analyze portfolios as required
- Coordinate service requests, records, onboarding, and account transfers

Requirements:

- Minimum three years in investment or wealth management
- Direct client and one-on-one meeting experience
- Completed CSC, CPH, and WME courses
- Eligible for or registered as a CIRO Registered Representative
- Solid portfolio management, markets, communication, and Excel skills

Bring wealth management experience, investment knowledge, and proactive client service to BLA Private Wealth's Waterloo advisory team.

📌 Associate Wealth Management Advisor (Alton)
🏢 Raymond James Financial
📍 Alton