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Private Wealth Associate for growing Mississauga office

  • Mississauga, ON, Canada

Base salary of $65,000 - $75,000 · Full-time

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Job details

Pay
Base salary of $65,000 - $75,000
Job type
Full-time
Apply by
Experience
3 years work experience in wealth management
Posting language
English
Posted

Original job description

Private Wealth Associate for growing Mississauga office

Confidential Opportunity | Growth-Focused Wealth Management Career

Are you a licensed Registered Representative looking to build a long-term career in wealth management with a firm that is growing and investing in its future?

Due to the continued expansion of a successful and established Mississauga office, we are seeking a Private Wealth Associate to join a collaborative team dedicated to delivering exceptional client service and financial planning support.

2 Days Onsite

This is an excellent opportunity for someone who enjoys building client relationships, supporting advisors, and gaining deeper exposure to portfolio management, investment strategy, and wealth planning. The role offers a clear path for professional development and career progression within the wealth management industry.

What You'll Bring:

  • Registered Representative (CIRO) licensing required (CSC and CPH completion)
  • 3 years work experience in wealth management
  • Strong client service and relationship management skills
  • Experience supporting high-net-worth clients and advisors
  • A detail-oriented, proactive approach and a desire to grow your career in wealth management
  • Excellent communication and organizational skills

What You'll Receive:

  • Base salary of $65,000 - $75,000
  • 15% annual bonus opportunity
  • RRSP program
  • Comprehensive benefits package
  • Mentorship and ongoing professional development
  • A supportive team environment with genuine opportunities for advancement

If you're looking for more than just a job and want to join a growing wealth management practice where your career can evolve alongside the business, we'd love to hear from you.

For a confidential discussion, please reach out to Martha Orr morr@deangroup.ca.

More about this job

Responsibilities

Support wealth management advisors and provide exceptional service to clients, including high-net-worth clients. Assist with financial planning and develop experience in portfolio management, investment strategy, and wealth planning.

Requirements

Requires CIRO Registered Representative licensing, including completion of the CSC and CPH, and three years of wealth management experience. Candidates should have experience supporting high-net-worth clients and advisors, strong client service and relationship management skills, excellent communication and organizational abilities, and a proactive, detail-oriented approach.

Skills

  • Client Service
  • Relationship Management
  • High-Net-Worth Client Support
  • Advisor Support
  • Financial Planning Support
  • Portfolio Management
  • Investment Strategy
  • Wealth Planning
  • Communication
  • Organization
  • Attention to Detail
  • Proactivity

Benefits

  • Annual Bonus Opportunity
  • RRSP Program
  • Mentorship
  • Ongoing Professional Development
  • Career Advancement Opportunities

Visa sponsorship

Not detected in the job text

Hiring contact

Martha Orr

Hiring contact email

morr@deangroup.ca

Categories

  • Finance & Accounting
  • Customer Service & Support

Keywords

  • Private Wealth
  • Wealth Management
  • Registered Representative
  • CIRO
  • CSC
  • CPH
  • High-Net-Worth Clients
  • Client Service
  • Relationship Management
  • Advisor Support
  • Financial Planning
  • Portfolio Management
  • Investment Strategy
  • Wealth Planning
  • RRSP
  • Professional Development

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