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Added 3 mins ago
SD
Senior Analyst, Business Intelligence
Shoppers Drug Mart
Mississauga, ON
- Full-time
- Act as a conduit between client partners, SHN program management and operations teams, and the BII team to effectively understand and translate business and/or operational requirements…
Added 3 mins ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Full-time
Rédiger des rapports d’incident lorsqu’un incident impliquant des médicaments d’un client ou d’un membre du personnel ou des incidents liés à la confidentialité se produisent.
Added 3 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Montreal, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 3 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 3 mins ago
VH
Research Associate (Permanent Full-Time)
VHA Home HealthCare
Toronto, ON · Soudan Office
- Full-time
As a member of VHA’s multidisciplinary research team, the Research Associate will further VHA’s vision to lead with science in the homecare sector. Working within an embedded research…
Added 3 mins ago
W
Senior Analyst, Business Analysis and Insights
Walmart
Mississauga, ON
- Full-time
…The role may involve compiling and analyzing data, leading client-facing analysis, and ensuring data accuracy through regular audits and data visualization processes. This position may also…
Added 3 mins ago
R
Associate Advisor
RBC
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 16 mins ago
VH
Research Associate (Permanent Full-Time)
VHA Home HealthCare
Toronto, ON
- Full-time
As a member of VHA’s multidisciplinary research team, the Research Associate will further VHA’s vision to lead with science in the homecare sector. Working within an embedded research…
Added 16 mins ago
PC
Internal Audit Senior Associate
PwC Canada
Toronto, ON
- Full-time
As an Internal Audit Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. You will have the opportunity to work with…
Added 16 mins ago
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Intraday Analyst - Moncton, NB - Tangerine (18-month contract)
Tangerine
Moncton, NB
- Contract
Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the…
Added 16 mins ago
W
Associate Securitization
Winchesters
Toronto, ON
- $100,000 to $115,000 CAD / year
- Full-time
Our client is a well-established, Canadian private equity real estate investment firm with a diversified national portfolio spanning growth, income, urban, mortgage lending, and affordable…
Added 16 mins ago
CF
Manager, Venues & Client Experience
Cambridge Forums Inc.
Toronto, ON
- Full-time
Directly manage, coach, and support the Associate, Venues & Client Experience – setting priorities, providing feedback, and supporting their growth and development
Added 16 mins ago
FL
Associate Lawyer
FRIC, LOWENSTEIN & CO. LLP
Calgary, AB
- Full-time
…successful candidate will gain experience with court appearances, client meetings and, in due course, handling their own…
Added 18 mins ago
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Customer Experience Associate
TD
AB
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 18 mins ago
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Customer Experience Associate
TD
Ottawa, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 18 mins ago
MU
Administrative Manager
McGill University
ON
- Full-time
Reporting to the Associate Director Administration, the Administrative Manager is responsible for planning, developing and implementing business processes related to finance, human…
Added 18 mins ago
Associate Legal Counsel
CityofOttawa
Ottawa, ON
You provide legal opinions and policy advice to an assigned client group and are responsible for protecting/advancing the legal interests of the City, advocating and defending corporate…
Added 18 mins ago
Customer Experience Associate - MacLeod Centre Branch, AB (18.75 hours/week)
Scotiabank
Calgary, AB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 18 mins ago
Client Care Specialist
Property Law Firm CB LLP
Oakville, ON
…cutting-edge technology, transparent pricing, and exceptional client care to make real estate closings seamless, modern, and…
Added 33 mins ago
S
Seasonal Associate
Sephora
Sault Ste. Marie, ON · Sault Sainte Marie, ON
- $19.2 to $22.6 CAD / hour
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 33 mins ago
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Associate Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 47 mins ago
CG
Senior Building Envelope/Concrete Restoration Specialist - Clear Path to Associate - Toronto
Canterra Group
Toronto, ON
- $120,000 to $150,000 CAD / year
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Added 49 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Beaconsfield, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 49 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Mont-Laurier, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 49 mins ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Part-time
Rédiger des rapports d’incident lorsqu’un incident impliquant des médicaments d’un client ou d’un membre du personnel ou des incidents liés à la confidentialité se produisent.

Oakbridge Search Partners

Wealth Management Associate

Barrie, ON, Canada

$60,000 to $80,000 CAD / year · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $60,000 to $80,000 CAD / year
Job type: Full-time
Apply by: Nov 8, 2026
Experience: 2–3 years of experience in financial services, ideally in a similar associate, advisor-support or client service role
Posting language: English
Posted: Oct 9, 2026

Original job description

Wealth Associate

About the opportunity:

We’re working with one of the largest wealth management firms in Canada to find a Wealth Associate to join a well-established and growing advisory practice. With nearly a century of history and a national network of advisors, the firm helps Canadians build financial confidence through holistic, planning-led advice.

The firm is known for a collaborative, people-first culture, flexible work arrangements, and real investment in employee growth and wellbeing. It’s an environment where your development is a priority and your contributions are noticed.

About the role:

As a Wealth Associate, you’ll partner closely with a senior advisor to deliver an exceptional experience to a book of established clients. You’ll be involved in every stage of the client relationship, from preparing financial plans and portfolio reviews to joining client meetings and keeping everything running smoothly afterward.

This role suits someone who has built a solid foundation in financial services and is ready for more responsibility. You’ll gain hands-on exposure to comprehensive financial planning, including investments, retirement, tax, estate and insurance strategies. You’ll also have a clear path to grow toward an advisory career.

Responsibilities:

Your responsibilities will include, but are not limited to:

Client planning and advice support:

Prepare financial plans, portfolio reviews, investment proposals and meeting materials
Gather and analyze client financial information to support planning recommendations
Join client meetings, document discussions and manage follow-up action items
Monitor client portfolios and flag opportunities for rebalancing or review

Client service and relationships

Serve as a key point of contact for clients, responding to questions and service requests promptly and professionally
Build strong, trusted relationships with clients and their families
Deliver a consistent, high-quality experience across every interaction

Operations and compliance

Process account openings, transfers, contributions, withdrawals and trades
Manage new client onboarding from start to finish
Keep client records, CRM notes and compliance documentation accurate and current
Make sure all activity meets regulatory and firm standards

Practice growth

Support business development through client events, outreach campaigns and referral initiatives
Help improve practice workflows and processes to enhance efficiency and the client experience

Qualifications and Experience Required:

2–3 years of experience in financial services, ideally in a similar associate, advisor-support or client service role
A university degree
Completion of the Canadian Securities Course (CSC)
CFP designation preferred, or a strong desire to pursue it
Solid understanding of investment products and financial planning concepts
Excellent organization and attention to detail, with the ability to manage multiple priorities
Strong written and verbal communication skills, with a client-first mindset
Comfort with financial planning software, CRM systems and Microsoft Office
A proactive, team-oriented approach and a genuine interest in building a long-term career in wealth management

What’s offered:

Compensation range of $60,000 – $80,000 annually
Mentorship from an experienced advisor and a clear path for career progression
A collaborative, inclusive culture built around putting people first
The stability and resources of one of Canada’s leading wealth management organizations

Please note: we may use artificial intelligence (AI) tools to assist in screening, assessing or selecting applicants as part of our hiring process.

Apply About employer

More about this job

Responsibilities

Prepare financial plans, portfolio reviews, investment proposals, and client meeting materials; analyze client information, participate in meetings, and monitor portfolios. Manage client relationships, account operations, onboarding, records, and compliance, while supporting business development and improving practice workflows.

Requirements

Requires 2–3 years of financial services experience, a university degree, completion of the Canadian Securities Course, and a solid understanding of investment products and financial planning. The preferred candidate has a CFP designation or is interested in pursuing one, along with strong organization, communication, client service, and technology skills.

Skills

Financial Planning
Portfolio Reviews
Investment Proposals
Client Service
Investment Products
Retirement Planning
Tax Planning
Estate Planning
Insurance Strategies
Financial Analysis
Account Administration
Regulatory Compliance
Business Development
Communication
Microsoft Office

Benefits

Mentorship
Career Progression
Flexible Work Arrangements
Collaborative And Inclusive Culture
Employee Growth And Wellbeing
Compensation Of $60,000–$80,000 Annually

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Financial Planning
Portfolio Reviews
Investment Proposals
Investment Products
Retirement Planning
Tax Planning
Estate Planning
Insurance Strategies
Canadian Securities Course
CFP
Client Service
Financial Analysis
Client Onboarding
Account Openings
Transfers
Contributions
Withdrawals
Trades
Portfolio Rebalancing
CRM Systems
Compliance Documentation
Regulatory Standards
Business Development
Referral Initiatives
Financial Planning Software
Microsoft Office

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