Jobs in Canada

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Added 11 mins ago
EM
Associate Controller
EKU Master of Public Administration Program
Richmond, BC
- Full-time
Department: 60R000 - Accounting & Financial Services
Added 11 mins ago
EM
Associate Vice President, Finance
EKU Master of Public Administration Program
Richmond, BC
- Full-time
…reporting, cash management services, EKU Foundation operations, financial audits and overall financial management and budget. Responsible for financial/budget oversight and guidance to all…
Added 41 mins ago
SI
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- Part-time
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Added 55 mins 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 1 hour ago
GC
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Vancouver, BC
- Full-time
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Added 1 hour ago
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Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Added 1 hour ago
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Fellowship and Bursary Administrative Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Updates departmental funding timelines with the Associate Chair of Education in line with McGill Postgraduate Medical Education (PGME) guidelines, updates, circulates for review and posts…
Added 1 hour ago
TU
Human Resources Manager
The University of British Columbia
Vancouver, BC
- $8,087.08 to $12,117.08 CAD / month
- Full-time
May support the Director, HR and Executive Administration, Associate Director, Human Resources, and Senior HR Manager with the senior appointment process for Dean’s, Associate…
Added 2 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 2 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 3 hours ago
SD
Assistant Front Store Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 3 hours ago
SD
Pharmacist, Hourly Full Time Flexible Shifts
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Sooke, BC
- Full-time
Involvement with financial reports as appropriate
Added 3 hours ago
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Customer Experience Associate
TD
London, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 3 hours ago
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Customer Experience Associate
TD
Mississauga, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 3 hours ago
Branch Operations Manager
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Sudbury, ON
Must have a valid, unrestricted Driver’s License · Must have at least High School diploma or a Certificate of Adult Education Completion (CAEC)
Added 4 hours ago
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Senior Associate, Account Transfers
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Toronto, ON · YNG
- Full-time
…Investment product and service processes ensuring adherence with financial and regulatory controls and operational…
Added 4 hours ago
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Personal Banking Associate
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Richmond, BC
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate…
Added 4 hours ago
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Design Studio Spc/Home Stylist
Williams-Sonoma
Calgary, AB
- Full-time
…Sunday) and two during the week (Monday to Thursday). For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum required above) that meets the needs…
Added 5 hours ago
TP
Manager, IT Vendor Performance & IT Audit
Toronto Pearson International Airport
Toronto, ON
- Full-time
Reporting to the Associate Director, IT Vendor Management, the Manager, Vendor Performance & IT Audit leads a team responsible for strengthening the performance, governance and oversight of…
Added 5 hours ago
SD
Pharmacist, Hourly Full Time Day
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Yarmouth Indian Reserve No. 33, NS
- Full-time
Involvement with financial reports as appropriate
Added 5 hours ago
SD
Pharmacist, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Hamilton, ON
- Full-time
Involvement with financial reports as appropriate
Added 5 hours ago
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Pharmacist, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Burlington, ON
- Full-time
Involvement with financial reports as appropriate
Added 5 hours ago
SD
Pharmacist, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Burlington, ON
- Full-time
Involvement with financial reports as appropriate
Added 5 hours ago
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Customer Experience Associate
TD
Vancouver, BC
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 5 hours ago
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TD Wealth- Client Service Associate- Private Investment Advice
TD
Quebec, QC
- Full-time
…so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of…

Island Savings

Associate Wealth Advisor

Victoria, BC, Canada

$70,000 CAD / year · Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

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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Jobs in Canada