Jobs in Canada

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Added 52 mins ago
CF
Sr. Principal Lead, Operations
Chick-fil-A Frederick North
Mississauga, ON
- Full-time
…Providing Operations Expertise, Customized Consulting, And Market Leadership For Franchise Operators In Canada. The BRL Is a Brand Representative And Business Partner, Responsible For…
Added 1 hour ago
RB
Banking Advisor Intern
Royal Bank of Canada
Amherstburg, ON
- Full-time
World-class sales training, coaching, and development opportunities
Added 1 hour ago
RB
Financial Advisor
Royal Bank of Canada
Temiskaming Shores, ON · Parry Sound, ON · North Bay, ON · Sundridge, ON · Gravenhurst, ON · Huntsville, ON · Bracebridge, ON · Kirkland Lake, ON · West Nipissing, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 1 hour ago
RB
Associate Vice President, Core Banking, RBCx (similar to Commercial Account Manager)
Royal Bank of Canada
Ottawa, ON
- Full-time
…Account Manager (CAM) Intern or an Associate / Commercial Banking Advisor (CBA) / Client Engagement Advisor (CEA), this could be the next great job for you at RBC/RBCx. In particular, if…
Added 1 hour ago
RB
Branch Manager Advisor
Royal Bank of Canada
Cardston, AB
- Full-time
As a Branch Manager Advisor, you fulfill a critical role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch leadership…
Added 1 hour ago
RB
Associate
Royal Bank of Canada
Pickering, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 2 hours ago
RB
Director, Parallel by RBC
Royal Bank of Canada
Toronto, ON
- Full-time
…offering. This is a pivotal role where you will drive business development and relationship management, execute our established growth strategy, and scale Parallel’s market presence among…
Added 2 hours ago
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Health & Safety Advisor
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- Other
Ongoing training and development to support your growth and career progression
Added 3 hours ago
GC
Gameplay Technical Lead (For Honor)
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Montreal, QC
- Full-time
…others. You’ll be a go-to person for guidance and a trusted advisor for Ubisoft employees…
Added 3 hours ago
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AltaGas - Senior Partner, Workforce Capability & Talent Development
EEONLINE
AB · Alberta, Canada
- Full-time
Establish governance, leadership expectations and measures for internal talent mobility, career development and cross-enterprise development experiences
Added 3 hours ago
K
National Sales Excellence Manager
Kuehne+Nagel
Mississauga, ON
- Full-time
…interested in advancing toward strategic account management or sales leadership, this role offers an excellent career development…
Added 3 hours ago
IS
Associate Wealth Advisor
Island Savings
Victoria, BC
- $70,000 CAD / year
- Full-time
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…
Added 4 hours ago
VB
Sr. Specialist - Project Risk Management
Vale Base Metals
Toronto, ON
- Full-time
This permanent position reports to the Sr. Manager, Project Controls – Canada and provides senior functional leadership for Project Risk Management across Vale Base Metals’ Canadian studies…
Added 4 hours ago
AF
HR Generalist
Armstrong Fluid Technology
Toronto, ON
- Full-time
Serve as a trusted HR advisor to senior leaders and functional leadership teams.
Added 4 hours ago
Sr AVP- Sr Engagement Manager
EXL
Canada
Act as the primary client-facing leader for strategic engagements and maintain alignment across client and EXL leadership teams.
Added 4 hours ago
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Bilingual Enterprise Solutions Architect
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Quebec, QC
- Full-time
Stay current on emerging technologies and industry trends and contribute to thought leadership, reference architectures, and best practices.
Added 5 hours ago
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Edmonton, AB
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Training & Development. Manage the development and certifications process for Beauty Advisors. Provide opportunities to elevate their artistry skills whenever possible.
Added 5 hours ago
Associate Wealth Advisor
First West
Victoria, BC
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…
Added 6 hours ago
PC
SR&ED and Incentives, Senior Manager
Pwc Canada
Halifax, NS
- Full-time
…Manager and experienced Scientific Research & Experimental Development (SR&ED) and government incentives practitioner, you will be a market-facing leader who drives the growth of the…
Added 6 hours ago
M
Director of Marketing Strategy, Manulife Bank
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC · Halifax, NS
- Full-time
…initiatives. This role owns the Manulife Bank customer and advisor experience marketing roadmap and leads priority value streams, ensuring strategies are aligned to enterprise objectives,…
Added 7 hours ago
IG
Energy Marshall
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Woodbridge, ON
- $70 to $85 CAD / hour
- Contract
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Added 7 hours ago
QT
Building Science Lead
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Toronto, ON · Greater Toronto Area, Canada
- Full-time
Since pioneering AI-powered building envelope analytics in 2019, following research and development that began in 2010, QEA Tech has completed over 1,000 large-scale projects across three…
Added 7 hours ago
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Senior Administrative Assistant
MNP
Langley (District), BC · Langley, BC
- Full-time
…firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 8 hours ago
FH
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- Full-time
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Added 8 hours ago
NT
Senior Protective Security Risk Advisor
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Hamilton, ON
- Full-time
Location: Can be based in Auckland, Hamilton, Wellington or Christchurch · To be considered for this position you must have a legal right to live and work in New Zealand

Island Savings

Associate Wealth Advisor

Victoria, BC, Canada

$70,000 CAD / year · Full-time

Apply on LinkedIn About employer

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Job details

Pay: $70,000 CAD / year
Job type: Full-time
Apply by: Dec 10, 2026
Posting language: English
Posted: Nov 10, 2026

Original job description

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.

About Us

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

Support the Senior Wealth Advisor in serving high-net-worth members through financial planning, investment advice, portfolio support, trading, and research. Develop member relationships and business opportunities, ensure transactions and documentation are accurate and compliant, and provide guidance and coaching to branch and administrative team members.

Requirements

Requires a two-year diploma in a related discipline, CIRO Registered Representative licensing, and 2–4 years of investment or financial planning advisory experience managing a high-net-worth portfolio. Candidates must also obtain the specified CIRO courses, LLQP, and a recognized financial planning designation within the stated timeframes, and demonstrate strong investment knowledge, analytical ability, communication, sales, and relationship-building skills.

Skills

Financial Planning
Investment Advice
Portfolio Management
Investment Research
Business Development
Sales
Client Relationship Building
Networking
Risk Management
Regulatory Compliance
Analytical Skills
Problem Solving
Communication
Financial Statement Analysis
Microsoft Office
Leadership And Coaching

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 Off
In-House Training Programs
LinkedIn Learning Access
External Course Reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
Investment Advice
High-Net-Worth Individuals
Portfolio Management
Investment Research
Business Development
Member Relationships
Financial Planning Tools
Investment Products
Asset Consolidation
Risk Management
Regulatory Compliance
CIRO Registered Representative
LLQP
CIRO CIRE
CIRO RSE
Wealth Management Essentials
CFP
PFP
CFA
MFDA
IIROC
Financial Statement Analysis
Microsoft Office
Trading
Sales Strategy
Client Service
Revenue Generation
Member Transactions

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Work requirements

Jobs in Canada