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Added 23 mins ago
T
Customer Evolution Manager, SAP AMS
Talan
Toronto, ON · Montreal, Québec
- $140,000 to $200,000 CAD / year
- Full-time
…accountability for a portfolio of Talan SAP clients. The role owns the client relationship as well as service health and commercial account performance across both RUN operations and…
Added 1 hour ago
NB
Senior Advisor Financial Statements
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Advisor in the fund accounting operations sector at National Bank means contributing to the delivery of various deliverables by working in synergy with your team.
Added 4 hours ago
G
Technical Account Manager - Client Expansion (QC Province)
GoSecure
Montreal, QC · Quebec, QC
- Full-time
…Someone with solid cybersecurity expertise who genuinely enjoys client interactions, communicates complex concepts clearly, builds trust naturally, and has the drive to develop commercial…
Added 4 hours ago
S
Paid Services Beauty Advisor II - Part Time
Sephora
Guelph, ON
- Part-time
The Paid Service Beauty Advisor is a certified beauty services expert who delivers personalized, paid beauty services within the Beauty Studio while creating an inclusive, elevated client…
Added 5 hours ago
AA
Développeur logiciel / Software developer
Airbus Aircraft
Montreal, QC
- Full-time
…participer au développement applicatif, d’aider au support client ainsi que d’effectuer la maintenance des…
Added 6 hours ago
FH
Pharmacist, Community Pharmacy Services
Fraser Health Authority
Vancouver, BC
- $54.49 to $68.1 CAD / hour
- Full-time
We are a collaboration of four premier health employers Fraser Health, Provincial Health Services, Providence, and Vancouver Coastal Health and provide an integrated approach to…
Added 6 hours ago
IW
Associate Financial Advisor
IPC Wealth
Dartmouth, NS
- Full-time
We're looking for a motivated, trustworthy, and highly coachable Associate Financial Advisor to become an important part of our team.
Added 10 hours ago
DF
Senior Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
…current relationships with financial advisors. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our…
Added 10 hours ago
DF
Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Vancouver, BC
- Full-time
The Canadian Wealth Management Group is part of Dimensional’s Global Client Group (GCG). GCG is Dimensional’s distribution arm, comprising sales channels that target a diverse client set.…
Added 10 hours ago
DF
Senior Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Vancouver, BC
- Full-time
…current relationships with financial advisors. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our…
Added 10 hours ago
XT
Partner Success Manager
Xodus Travel Services Inc.
Windsor, ON
- $90,000 to $110,000 CAD / year
- Full-time
…business success. This role is responsible for fostering strong client relationships, driving account growth, overseeing service performance, and collaborating with internal teams to…
Added 10 hours ago
AH
Advisor
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
As the Human Resources Advisor, you will be responsible for providing proactive human resources consultation advice and services to Alberta Health Services management staff within an…
Added 10 hours ago
NB
Banking advisor
National Bank of Canada
Joliette, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 10 hours ago
NB
Senior Advisor, Marketing Technology & Special Projects
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Marketing Technology and Special Projects in the Marketing team at National Bank Financial - Wealth Management means playing a key role in the transformation…
Added 10 hours ago
NB
Banking advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 10 hours ago
NB
RETIREMENT STRATEGY ADVISOR
National Bank of Canada
Gatineau, QC
- Full-time
Added 10 hours ago
RB
Associate Wealth Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 10 hours ago
RB
Associate Investment Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 11 hours ago
SP
Customer Success Manager, MuleSoft - Global Public Sector
Salesforce Partner Canada
Toronto, ON
- Full-time
…functions as an extension of the customer’s workforce and a trusted advisor, providing guidance and advice to customer organizations. The CSM is responsible for identifying and addressing…
Added 11 hours ago
IF
Underwriting Consultant, Advanced Cases
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC · Vancouver, BC
- Full-time
A client- and advisor-focused mindset with a commitment to continuous improvement.
Added 11 hours ago
IF
Corporate Branch Manager
iA Financial Group
Vancouver, BC
- $58,422 to $92,583 CAD / year
- Full-time
…strong compliance environment that protects clients, guides Advisor Teams, and strengthens confidence in the services we deliver. You will help ensure effective supervision, sound…
Added 11 hours ago
R
Senior Administrative Specialist (Insurance)
RBC
Toronto, ON
- Full-time
…primary focus will be to assist Estate Planning Specialist/Advisor teams with ongoing insurance inforce policy…
Added 11 hours ago
C
Associate Financial Advisor - Rouyn-Noranda
CIBC
Rouyn-Noranda, QC · Principale & Perreault
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 11 hours ago
B
Client Service Assistant
BMO
Vancouver, BC · FBT
- Full-time
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Added 11 hours ago
B
Wealth Planning Consultant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth…

IPC Wealth

Associate Financial Advisor

Dartmouth, NS, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 16, 2026
Experience: Ideally 2–3 years minimum of experience in financial services, financial planning, or wealth management.
Working hours: 37.5 hours per week
Posting language: English
Posted: Oct 17, 2026

Original job description

Associate Financial Advisor

IPC Wealth (Independent Advisory Team; The Fortune Team)

Dartmouth, Nova Scotia

Full-Time (In Office)

About Our Team

We believe great financial advice goes beyond managing investments.

Our practice focuses on advanced financial planning, personalized solutions, and helping individuals, families, and business owners make confident decisions about their financial future.

We're a small, capable, and committed team that takes tremendous pride in the work we do. We hold ourselves to a high standard, believe in doing things the right way, and strive to care for our clients the same way we would care for our own family.

We value strong relationships, attention to detail, and a genuine commitment to helping people. Just as importantly, we're committed to maintaining a close-knit, supportive team where everyone contributes, works together, and takes pride in what we accomplish.

As our practice continues to grow, we're looking for the right person to grow with us.

The Opportunity

We're looking for a motivated, trustworthy, and highly coachable Associate Financial Advisor to become an important part of our team.

This individual will work closely alongside our lead advisors, supporting advanced financial planning, investment research, client relationships, and the delivery of exceptional financial advice.

We're looking for more than someone to simply complete assigned tasks. We want a meaningful contributor who takes initiative, is willing to roll up their sleeves, and takes genuine pride in delivering a remarkable client experience supported by thoughtful, comprehensive financial planning.

This is an excellent opportunity for someone who enjoys the technical and relationship-building aspects of wealth management and wants to develop their career without the immediate pressure of building their own client base. To be clear- you will not be responsible for bringing assets into the firm, your job is to work with the existing advisors within the existing client base.

You'll receive hands-on mentorship, work directly with clients, and gradually take on greater responsibilities as your skills develop.

Key Responsibilities

Support the development and implementation of comprehensive financial and retirement plans.
Conduct investment research, portfolio analysis, and financial planning investigations.
Assist with client meeting preparation, attend meetings, and coordinate follow-up activities.
Communicate directly with clients, helping ensure their questions and needs are handled promptly and professionally.
Work collaboratively with our administrative team to ensure client-related activities are completed accurately and efficiently.
Maintain accurate client records and assist with documentation and compliance requirements.
Identify opportunities to improve processes, enhance the client experience, and contribute to the overall success of the practice.
Demonstrate initiative, accountability, and ownership in day-to-day responsibilities.

Who We're Looking For

We're looking for someone who is passionate about financial planning, enjoys helping people, and wants to be part of a team that takes its work seriously while genuinely enjoying working together.

The ideal candidate is:

Trustworthy and dependable: Someone with strong integrity, sound judgment, and a commitment to doing what's right.
Coachable and eager to learn: Open to feedback, curious, and motivated to continuously improve.
A genuine team player: Willing to pitch in, support colleagues, and contribute wherever needed.
Proactive and resourceful: Someone who takes initiative, solves problems, and follows through.
Detail-oriented: Takes pride in producing thorough, accurate, and high-quality work.
Personable and professional: Enjoys building relationships and making clients feel comfortable, valued, and confident.
Growth-minded: Ambitious about developing professionally and building a meaningful, long-term career.

Qualifications

Ideally 2–3 years minimum of experience in financial services, financial planning, or wealth management.
Licensed to deal in mutual funds in Canada.
Life insurance & Accident and Sickness Insurance license considered a strong asset.
Strong understanding of investment products and personal financial planning concepts.
Excellent organizational, analytical, and communication skills.
Comfortable using financial planning software, CRM systems, and Microsoft Office.
A genuine interest in continued professional development.

What We Offer

Annual base salary of $55,000- $67,000, plus a discretionary performance bonus.
A comprehensive health and retirement benefits package.
Direct mentorship and hands-on experience working alongside experienced financial advisors.
Meaningful exposure to advanced financial planning, retirement strategies, investment management, estate planning, and client relationships.
A small, supportive, and close-knit team environment.
Opportunities for ongoing professional development and increasing responsibility.
The potential to grow into a Financial Advisor position within our practice.

Position Details

Location: Dartmouth, Nova Scotia
Employment: Full-time, 37.5 hours per week
Regular office hours: Monday to Friday, 8:30 AM – 4:30 PM
Work arrangement: This is an in-office position and is not a remote or work-from-home opportunity.
Flexibility: Occasional early morning or evening client meetings may be required to accommodate client schedules.
Anticipated start date: January 2027

Join Our Team

We're proud of the relationships we've built with our clients and the standard of service we provide. We believe that exceptional financial advice comes from combining strong technical knowledge with genuine care for the people we serve.

If you're someone who takes pride in your work, enjoys being part of a close-knit team, and wants to make a meaningful contribution to a growing wealth management practice, we'd love to hear from you.

Apply About employer

More about this job

Responsibilities

Support the development and implementation of comprehensive financial and retirement plans, conduct investment research and portfolio analysis, and assist with client meetings and follow-up. Communicate with clients, maintain accurate records and compliance documentation, coordinate with administrative colleagues, and identify ways to improve processes and the client experience.

Requirements

Candidates should have at least 2–3 years of experience in financial services, financial planning, or wealth management and be licensed to deal in mutual funds in Canada. They should understand investment products and personal financial planning, have strong organizational, analytical, and communication skills, and be comfortable with financial planning software, CRM systems, and Microsoft Office; life and accident and sickness insurance licenses are an asset.

Skills

Financial Planning
Retirement Planning
Investment Research
Portfolio Analysis
Client Communication
Financial Analysis
Organization
Analytical Skills
Attention to Detail
Teamwork
Initiative
Problem-Solving
Compliance Documentation
Financial Planning Software
Microsoft Office

Benefits

Health Benefits
Retirement Benefits
Discretionary Performance Bonus
Professional Development Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Wealth Management
Financial Planning
Retirement Planning
Investment Research
Portfolio Analysis
Investment Management
Estate Planning
Mutual Funds License
Life Insurance License
Accident and Sickness Insurance License
Client Relationships
Client Meeting Preparation
Compliance
Client Records
Financial Planning Software
CRM Systems
Microsoft Office
Professional Development
Process Improvement

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