We're Hiring: Licensed Wealth Management Associate Greater Toronto Area

We're excited to be partnering with a leading wealth management practice in the GTA that offers a high-integrity, client-first approach to financial advising. They are currently seeking a Licensed Wealth Management Associate to support a senior Wealth Advisor in delivering top-tier client service and portfolio administration.

This is an excellent opportunity for a mature, dependable professional with deep industry experience to join a team that values precision, trust, and long-term relationships. If you hold your CSC, CPH, and full CIRO licensing, and have at least five years of experience supporting a financial advisor, we'd love to hear from you.

About the Opportunity

As the Wealth Management Associate, you will play a critical behind-the-scenes and client-facing role in supporting a high-performing advisor. You'll ensure every detail of account management, client documentation, compliance, and communication is handled smoothly - allowing the advisor to focus on client strategy and relationship building.

Key Responsibilities

• Act as the primary support for a seasoned Wealth Advisor, including meeting preparation, client communication, and account servicing
• Handle day-to-day administration for client accounts (transfers, trades, new accounts, etc.)
• Ensure compliance standards are met and documentation is completed accurately and on time
• Maintain and update client records in CRM systems
• Coordinate with custodians, investment platforms, and internal compliance teams
• Build strong rapport with clients to deliver an exceptional service experience

Qualifications

• Completion of CSC (Canadian Securities Course), CPH (Conduct and Practices Handbook), and full CIRO licensing
• Minimum of five years' experience in a wealth management or investment advisory support role
• Strong understanding of investment products, client documentation, and compliance workflows
• Excellent interpersonal and written communication skills
• High level of professionalism, discretion, and attention to detail

Why Join

This is a fantastic opportunity to work in a professional, high-integrity environment where you can have a long-term impact and be a trusted part of a client-centered team. The successful candidate will enjoy meaningful client interactions, stability, and the opportunity to contribute to a well-respected and growing practice.