Oakbridge Search Partners is partnering with a large Canadian wealth management firm to hire a Wealth Associate in Newmarket, ON. You will support a senior advisor by preparing financial plans, portfolio reviews, and client materials, while participating in client meetings and following up on actions.
You will gain exposure to comprehensive financial planning across investments, retirement, tax, estate and insurance strategies, with a clear path toward an advisory career in a collaborative,
Wealth Associate: Mentored Path to Advisory Career 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.
