Jobs in Canada

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Added 1 hour ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 4 hours ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 5 hours ago
IS
Associate Wealth Advisor
Island Savings
Victoria, BC
- $70,000 CAD / year
- Full-time
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,…
Added 7 hours ago
Associate Wealth Advisor
First West
Victoria, BC
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,…
Added 8 hours ago
A
Portfolio Administrator - AM-26-226
Aviso
Vancouver, BC
- $70,000 to $80,000 CAD / year
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 10 hours ago
T
TD Wealth- Client Service Associate- Private Investment Advice
TD
Quebec, QC
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 11 hours ago
HI
Client Care Representative - Auto Insurance Trainee
HUB International
Nelson, BC
- Full-time
HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and…
Added 13 hours ago
MC
Member Services Representative - Part Time
Meridian Credit Union
Aylmer, ON
- $45,000 to $49,000 CAD / year
- Part-time
As our Member Experiences Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 14 hours ago
TA
Associate Investment Advisor
Thorek/Scott and Partners
Toronto, ON
- Full-time
…relationships by participating in client meetings, supporting wealth planning and overseeing the delivery of responsive, accurate client service. The successful candidate will also guide…
Added 14 hours ago
CG
Associate, Retail Syndication
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
The successful candidate should be comfortable working on-site 5 days per week
Added 14 hours ago
SB
stagiaire Coordonnateur(trice) Marketing Terrain (FMC) / Field Marketing Coordinator (FMC) Intern
Stanley Black & Decker, Inc.
Montreal, QC · Quebec, QC
- Full-time
…Le/la stagiaire FMC est un(e) représentant(e) de soutien au service dédié(e) ayant la responsabilité de grands magasins de détail, tels que Home Depot. En tant que stagiaire FMC, vous devez…
Added 14 hours ago
SB
Field Marketing Coordinator Intern - Ottawa / stagiaire Coordonnateur(trice) Marketing Terrain (FMC)
Stanley Black & Decker, Inc.
Ottawa, ON · ON
- Full-time
…Territory Manager, Residential Sales. The FMC Intern is a dedicated service support representative with responsibility for big box retail stores, such as Home Depot. As an FMC Intern, you…
Added 14 hours ago
Financial Advisor, Investment & Retirement Planning - Kensington Road, Calgary
Scotiabank
Calgary, AB
Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role,…
Added 14 hours ago
T
Financial Planner - Waterloo
TD
Waterloo, ON
- Full-time
Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
Added 15 hours ago
Financial Advisor, Investment & Retirement Planning - Decarie & Ferrier
Scotiabank
Montreal, QC
Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role,…
Added 15 hours ago
T
PIA Client Service Associate
TD
Kelowna, BC
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 16 hours ago
SB
Field Marketing Coordinator Intern - Edmonton
Stanley Black & Decker, Inc.
AB
- Full-time
…the Field Marketing Manager. The FMC Intern is a dedicated service support representative with responsibility for big box retail stores, such as Home Depot. As an FMC Intern, you must be a…
Added 16 hours ago
SB
Field Marketing Coordinator - Saskatoon
Stanley Black & Decker, Inc.
Saskatoon, SK · ON
- Full-time
…the Field Marketing Manager. The FMC Intern is a dedicated service support representative with responsibility for big box retail stores, such as Home Depot. As an FMC Intern, you must be a…
Added 16 hours ago
SB
Field Marketing Coordinator Intern - Calgary
Stanley Black & Decker, Inc.
Calgary, AB · AB
- Full-time
…the Field Marketing Manager. The FMC Intern is a dedicated service support representative with responsibility for big box retail stores, such as Home Depot. As an FMC Intern, you must be a…
Added 16 hours ago
SB
Field Marketing Coordinator Intern - Winnipeg
Stanley Black & Decker, Inc.
Winnipeg, MB · ON
- Full-time
…the Field Marketing Manager. The FMC Intern is a dedicated service support representative with responsibility for big box retail stores, such as Home Depot. As an FMC Intern, you must be a…
Added 16 hours ago
R
Associate Advisor
RBC
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 16 hours ago
Financial Advisor, Investment & Retirement Planning - Saskatoon Main Branch
Scotiabank
Saskatoon, SK
Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role,…
Added 16 hours ago
T
Financial Planner- Castleridge, Calgary
TD
Calgary, AB
- Full-time
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The…
Added 17 hours ago
SB
Field Marketing Coordinator Intern - Winnipeg
Stanley Black & Decker, Inc.
Winnipeg, MB
- Full-time
…the Field Marketing Manager. The FMC Intern is a dedicated service support representative with responsibility for big box retail stores, such as Home Depot. As an FMC Intern, you must be a…
Added 17 hours ago
SB
Field Marketing Coordinator Intern - Edmonton
Stanley Black & Decker, Inc.
AB · Edmonton, AB
- Full-time
…the Field Marketing Manager. The FMC Intern is a dedicated service support representative with responsibility for big box retail stores, such as Home Depot. As an FMC Intern, you must be a…

First West

Associate Wealth Advisor

3195 Douglas Street, Victoria, BC, V8Z 3K3, Canada

Base Salary: $70,000

Apply on fa-eomj-saasfaprod1.fa.ocs.oraclecloud.com About employer

Applications open in a new tab.

Job details

Pay: Base Salary: $70,000
Posting language: English
Posted: Nov 9, 2026

Original job description

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

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.

Apply on fa-eomj-saasfaprod1.fa.ocs.oraclecloud.com About employer

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. They also assist with business development, portfolio management, and provide analytical support for client inquiries and transactions.

Requirements

Candidates must have 2-4 years of experience in an investment or financial planning role and hold a college diploma. Required certifications include CIRO Registered Representative licensing, with additional requirements for LLQP and financial planning designations like CFP or PFP within specified timeframes.

Skills

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

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 volunteer time

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment
Financial Planning
CIRO
LLQP
CFP
PFP
CFA
MFDA
IIROC
High-Net-Worth
Business Development
Portfolio Management
Risk Management
Compliance
Financial Statements
Microsoft Office
LinkedIn Learning
ESG
Credit Union
Relationship Building
Sales
Analytical Skills
Mentorship
Client Service

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Work requirements

Jobs in Canada