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