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 flexible 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 proposals
- Gather client financial information for planning
- Join and document client meetings and follow-ups
- Process client account activities and maintain records
- Support practice growth through client outreach
Requirements:
- 2-3 years in financial services, advisory support preferred
- Degree and completion of Canadian Securities Course required
- Strong communication and organizational skills
- Familiarity with financial planning software and CRM systems
- Desire for long-term career development in wealth management
Become a key player in a distinguished wealth management firm and help clients achieve their financial goals.
Wealth Associate in Advisory Practice in Barrie employer: Oakbridge Search Partners
Join a dynamic private investment firm that fosters an entrepreneurial spirit and offers a collaborative work culture. As a Financial Controller, you'll not only manage critical finance functions but also have the opportunity to grow alongside the firm as it expands its investment platform. With a focus on professional development and exposure to diverse financial activities, this role is perfect for those seeking meaningful contributions in a fast-paced environment.
