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Added 36 mins ago
3
Product Support Advisor
360.Agency
Montreal, QC
- Full-time
As a Bilingual Product Support Advisor, you are our clients’ first point of contact. Your mission: answer their requests, make follow-up calls, find solutions quickly and give them the best…
Added 1 hour ago
NN
Supply Planner
Nestlé Nespresso SA
Montreal, QC
- Full-time
With a strong sustainability mindset, you will be responsible for proactively identifying risks of product expiry at least three months in advance and working closely with Marketing teams…
Added 2 hours ago
Scheduler
Pembina Pipeline Corporation
Calgary, AB
Develop and maintain accurate daily and monthly pipeline and terminal schedules, actively managing system tankage and line fill inventories to keep product moving safely and efficiently;
Added 2 hours ago
X
VP, Communications, Brand and Marketing
Xanadu
Toronto, ON
- Full-time
…external communications, public relations, corporate branding, and product marketing under one leader to build an integrated strategy connecting Xanadu’s mission, technical progress, and…
Added 2 hours ago
IW
Senior Manager, Events
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…develops and delivers impactful event programs that strengthen advisor relationships, showcase organizational capabilities, support product and business priorities, and create environments…
Added 2 hours ago
IW
Senior Manager, Events
IG Wealth Management
ON · Ontario, Canada
- Full-time
…develops and delivers impactful event programs that strengthen advisor relationships, showcase organizational capabilities, support product and business priorities, and create environments…
Added 2 hours ago
T
Bodily Injury, Claims Advisor
TD
AB · Markham, ON · Calgary, AB
- Full-time
Added 2 hours ago
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Senior Bodily Injury, Claims Advisor
TD
AB · Markham, ON · Calgary, AB
- Full-time
Added 2 hours ago
OT
Legal Counsel
Open Text Inc.
Toronto, ON · Ottawa, ON · Mississauga, ON · Richmond Hill, ON · Waterloo, ON
- Other
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 3 hours ago
PP
Scheduler
Pembina Pipeline Corporation
Calgary, AB
- Full-time
Develop and maintain accurate daily and monthly pipeline and terminal schedules, actively managing system tankage and line fill inventories to keep product moving safely and efficiently;
Added 3 hours ago
VG
Director of Hospitality
Vancouver Golf Club
Coquitlam, BC
- Full-time
Own departmental plans, budgets and reporting; apply POS, product mix, member utilization and labour data to decisions.
Added 3 hours ago
H
Full-Time Freelance Beauty Brand Advisor | Multi-Brand Retail | Ottawa
Headkount
Ottawa, ON
- $25 to $30 CAD / hour
- Full-time
Love the freelance life but want the stability of a steady schedule? As a Headkount Brand Advisor, you’ll represent top beauty and skincare brands at Sephora and other leading beauty…
Added 3 hours ago
H
Freelance Beauty Brand Advisor | Multi-Brand Retail | Vancouver
Headkount
Vancouver, BC
- $25 to $30 CAD / hour
- Part-time
Love the freelance life but want the stability of a steady schedule? As a Headkount Brand Advisor, you’ll represent top beauty and skincare brands at Sephora and other leading beauty…
Added 3 hours ago
II
Director, Innovation
Ipsos in Canada
Toronto, ON
- Full-time
…relationships through our collective team greatness. Become a trusted advisor to clients by understanding their big picture strategy and day to day…
Added 3 hours ago
Associate Wealth Advisor
First West
Chilliwack, BC
We are currently seeking an Associate Wealth Advisor to join our team.
Added 3 hours ago
HI
Personal Insurance Advisor
HUB International
Penticton, BC
- Full-time
As a Personal Insurance Advisor, you will help protect individuals most valuable assets. In this role, you will provide outstanding client service through your positive, friendly manner…
Added 3 hours ago
X
VP, Communications, Brand & Marketing
Xanadu
Toronto, ON
- Full-time
…external communications, public relations, corporate branding, and product marketing under one leader to build an integrated strategy connecting Xanadu’s mission, technical progress, and…
Added 3 hours ago
LD
Beauty Advisor
London Drugs Limited
Prince George, BC
- $18.25 to $21.58 CAD / hour
- Other
…expertise for all-things beautiful. As a London Drugs BEAUTY ADVISOR, you’ll be a trusted expert to our customers, helping them select the cosmetics and beauty products perfectly suited to…
Added 3 hours ago
MC
Senior Small Business Advisor
Meridian Credit Union
Barrie, ON
- $68,800 to $100,000 CAD / year
- Full-time
…business development, retention of Members and referrals. The Advisor will manage an existing portfolio and/or build a Small Business portfolio by developing new relationships, while…
Added 4 hours ago
T
Audit Manager II, Canadian Business Banking and Credit Risk (1242)
TD
Toronto, ON
- Full-time
Act as the audit lead or audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action…
Added 4 hours ago
IG
Senior UX Researcher
Insight Global
Toronto, ON
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Added 4 hours ago
OI
HVAC Parts Outside Sales Representative
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Added 4 hours ago
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Senior Manager, Partnerships
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Oakville, ON
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Acting as a trusted advisor, the role bridges commercial, regulatory, and operational functions, helping clients navigate complex environmental requirements while advancing circularity…
Added 4 hours ago
DA
SALES REPRESENTATIVE
Drive Auto Group
Ajax, ON
- Full-time
Ajax Hyundai, a proud member of the Drive Autogroup, is currently looking for a Sales Advisor to join our Sales Team. The ideal candidate must have the ability to not only anticipate, but…
Added 4 hours ago
SL
Creative Director
Sid Lee
Toronto, ON
- $135,000 to $140,000 CAD / year
The Creative Director creates the vision and inspires their team to generate a creative product at the highest level. We’re looking for someone with a track record of creating famous work…

First West

Associate Wealth Advisor

45840 Cheam Dr, Chilliwack, BC, V2P 1N8, Canada

Base Salary: $70,000

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Job details

Pay: Base Salary: $70,000
Posting language: English
Posted: Nov 6, 2026

Original job description

We are currently seeking an Associate Wealth Advisor to join our team.

The Associate Wealth Advisor (AWA) supports the Senior Wealth Advisor (SWA) in delivering professional investment and financial planning advice to a portfolio of high value members assigned to the SWA. The AWA works alongside the SWA on business development opportunities and/or offers analytical support, including client inquiries, trading, portfolio management, financial plans, and investment research, based on the SWA’s needs. This role offers the opportunity to assist a leading advisor, be involved in in critical decision-making for members and practice management, and benefit from mentorship within a highly recognized team servicing High-Net-Worth individuals.

Here’s what would be included as a part of your typical day

Business Development: Establishes and maintains/supports the SWA relationships with existing members, within portfolio; networks with external business organizations in the community to generate referrals; may pursue relationships with potential new members and actively promotes the full range of FW Wealth Management products and services through participation in community initiatives and events.
Sales and Service Strategy: Provides and/or prepares complex financial planning advice on a wide range of investment products and services to high value current and potential members, utilizing financial planning tools provided; identifies needs based on member life cycle and provides appropriate investment vehicles or refers to product specialist within other FW lines of business; seeks opportunities to assist members in consolidating their financial assets with FW Wealth Management; may conduct follow-up interviews with members on their portfolio on an annual basis to identify changes in circumstances that would require alternate investment option.
Risk Management: Provides advice and acts in accordance with ethical standards, Aviso policies and applicable regulatory requirements ensuring that risk to the member and FW Wealth Management are minimized; maintains compliance with FW Wealth Management audit and risk management policies and procedures.
Leadership: Builds relationship with branch team members and provides subject matter expertise and/or mentoring when required; schedules and facilitates product knowledge sessions with members and/or branch team members. Provides leadership and coaching to administrative team members to help drive a consistent member experience and enhance revenue.
Member Transactions: Ensures member accounts are opened and transactions/purchases completed accurately and within required timeframes; maintains up to date member files with all required documentation.

Required Skills, Experience & Qualifications

College, Trade or Tech School Diploma (2 years) in related discipline required
CIRO Registered Representative licensing required
Life Insurance Qualifying Program (LLQP) required within 1 year from date of hire
Completion of CIRO CIRE & RSE & Wealth Management Essentials required within 1 year from date of hire
Financial planning designation: CFP, PFP, CFA or industry equivalent designation in good standing required within 2 years from date of hire
2-4 years in an investment/financial planning and advisory position managing a portfolio of high-net-worth individuals on an MFDA or IIROC environment
Strong familiarity with financial planning tools/software required
Proven superior knowledge of a wide range of investment products and services preferred
Attention to detail and strong problem solving and analytical skills
Proven networking and relationship building skills
Superior sales abilities e.g. active listening, identifying business opportunities, influencing, and negotiating to close sale.
Demonstrated ability to communicate both verbally and in writing with a wide variety of people
Ability to analyze financial statements
Proficient with computer software programs, e.g. Microsoft Office
Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Our Compensation has Three Parts

Base Salary: $70,000
Commission Structure: Driven by performance of duties and participation in the revenue generated by assets under administration of the Senior Wealth Advisor
Performance Bonus: Additional annual incentive aligned to individual results

The total compensation potential may be approximately $90,000, with actual total compensation varying above or below this amount based on individual and portfolio performance.

What’s in it for you:

First, we strive to make our team members feel genuinely rewarded. You’ll have:

Mental health coverage and resources
Customizable health benefits, as well as topped-up parental leave
Performance-based compensation, employee banking advantages and group RRSP matching
Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back - in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Take the next step in your career as part of our team. Apply for this opportunity!

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

About Us

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit trucooperativebank.ca for more information on Tru Cooperative Bank.

Statement on AI Use:

In accordance with Ontario’s Employment Standards Act, we confirm that no artificial intelligence (AI) tools are used to screen, assess, or select applicants for this position. All applications are reviewed by our recruitment team.

Statement of Genuine Vacancy:

This posting represents a true and current vacancy within our organization. We are actively seeking to fill this role and welcome applications from qualified candidates.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.

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More about this job

Responsibilities

The Associate Wealth Advisor supports the Senior Wealth Advisor in delivering professional investment and financial planning advice to high-net-worth members. This role involves business development, portfolio management, analytical support, and providing leadership to the administrative team.

Requirements

Candidates must have a 2-year diploma in a related discipline and 2-4 years of experience in an investment or financial planning advisory position. Required certifications include CIRO Registered Representative licensing, with additional requirements like LLQP and a financial planning designation to be completed within specified timeframes.

Skills

Investment advice
Financial planning
Business development
Portfolio management
Trading
Investment research
Relationship building
Networking
Sales
Analytical skills
Problem solving
Financial statement analysis
Risk management
Coaching
Communication
Microsoft Office

Benefits

Mental health coverage
Customizable health benefits
Topped-up parental leave
Performance-based compensation
Employee banking advantages
Group RRSP matching
Vacation time
Flexible work arrangements
Paid time off to volunteer

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
Investment Products
CIRO
LLQP
CFP
PFP
CFA
MFDA
IIROC
High-Net-Worth
Portfolio Management
Business Development
Risk Management
Compliance
Financial Statements
Microsoft Office
Relationship Management
Sales Strategy
Mentorship
ESG
Credit Union
Banking
Investment Research
Client Inquiries
Practice Management
Financial Advice
Asset Consolidation
Audit
Performance Bonus

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