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Jobs in Canada

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Added 8 mins ago
R&
IT - AML Developer IV
Robertson & Company Ltd.
Toronto, ON
- Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 8 mins ago
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Senior Marketing Advisor
CPCS
Toronto, ON
- $85,000 to $98,000 CAD / year
- Full-time
You’ll be the go-to marketing partner for our Advanced Markets Group (AMK) across Canada, the U.S., the UK and Europe. Think strategy one day, a major pursuit or campaign the next, with…
Added 8 mins ago
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Senior PM
SynergyLoft
AB · Edmonton, AB
- $95 to $102 CAD / hour
- Contract
Our client, is seeking an experienced Senior Project Manager to lead complex technology and business transformation initiatives within the Supply Chain Management environment.
Added 8 mins ago
RH
Credit Team Lead
Robert Half
AB · Edmonton, AB
- $85,000 to $90,000 CAD / year
- Full-time
Partner with sales, finance, and customer service teams to resolve credit-related issues while maintaining strong client relationships
Added 8 mins ago
HB
Production Support - Elite Quant Fund- Up to $180,000 CAD + Bonus
Hunter Bond
Montreal, QC
- Full-time
My client is hiring a Production Support Engineer to support mission-critical front office trading systems in a fast-paced, high-performance environment where uptime, speed, and reliability…
Added 8 mins ago
ES
Project Manager - Construction and Energy Efficiency at Toronto!
Equans Services Canada & US
Toronto, ON
- Full-time
Active in Canada and the United States for more than 30 years, Equans Services is the partner of businesses, industries and institutions that want to move towards more connected buildings,…
Added 8 mins ago
VM
Community Partner Specialist
Village Media
Barrie, ON
- Full-time
Village Media, a community impact organization, is looking for an experienced community partner specialist to join us to support our BarrieToday news site.
Added 8 mins ago
NC
Quantitative Portfolio Strategist
Nymbus Capital
Montreal, QC
- Full-time
You'll be immersed in every phase of the investment process (trading, research, software development, and client reporting), giving you immediate impact on our portfolios and client…
Added 8 mins ago
TC
Data & Analytics Solutions Architect
Tata Consultancy Services
Toronto, ON · Greater Toronto Area, Canada
- $100,000 to $120,000 CAD / year
- Full-time
Tata Consultancy Services (BSE: 532540, NSE: TCS) is the technology partner of choice for industry-leading organizations worldwide. Since its inception in 1968, TCS has upheld the highest…
Added 8 mins ago
TC
Data Governance Lead
Tata Consultancy Services
Toronto, ON · Greater Toronto Area, Canada
- $100,000 to $120,000 CAD / year
- Full-time
Tata Consultancy Services (BSE: 532540, NSE: TCS) is the technology partner of choice for industry-leading organizations worldwide. Since its inception in 1968, TCS has upheld the highest…
Added 8 mins ago
SO
Account Manager
Space Ops
Hamilton, ON
- $70,000 to $80,500 CAD / year
- Full-time
…In just seven years, we've grown into a trusted engineering partner for 100+ Canadian…
Added 10 mins ago
Assistant Technician, Construction
WSP
Ottawa, ON
Contribute to accurate reporting and data collection that informs project decisions and client outcomes.
Added 10 mins ago
HI
Auto Insurance Advisor
HUB International
Winnipeg, MB
- Part-time
When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world…
Added 10 mins ago
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Intermediate Materials Technician
EXP
Burnaby, BC
- Full-time
Strong communication and interpersonal skills, with the ability to collaborate across diverse teams and client groups
Added 10 mins ago
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Intermediate Materials Technician
EXP
Burnaby, BC
- Full-time
Strong communication and interpersonal skills, with the ability to collaborate across diverse teams and client groups
Added 10 mins ago
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Intermediate Laboratory Technician
EXP
Burnaby, BC
- Full-time
⦁ Strong communication and interpersonal skills, with the ability to collaborate across diverse teams and client groups.
Added 10 mins ago
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Customer Journey Optimization Developer
Fidelity Canada
Toronto, ON
- Full-time
…prioritize, and unlock the data needed to enable more robust client targeting, segmentation, personalization, decisioning, and real-time journey activation. Working closely with Customer…
Added 38 mins ago
WI
Senior Principal Engineer / Technical Director - Tailings & Mine Waste
WSP in Canada
Calgary, AB
- Full-time
…beyond. You will provide technical leadership, guide major client relationships, and help shape the long-term growth and direction of WSP's Tailings and Mine Waste…
Added 38 mins ago
TI
Operations officer-II
TekStaff IT Solutions
Toronto, ON
- Contract
TekStaff's Client has a current vacancy for " Operations Officer-II”
Added 38 mins ago
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Senior Software Engineer - React Native - Consumer
Kraken
Canada
- Full-time
Partner closely with Product and Design to shape thoughtful, responsive, and trustworthy financial experiences, including product discovery, trading, and simplified client journeys
Added 38 mins ago
ZS
Data & Analytics Solutions Architect
Zodiac Solutions, Inc
Toronto, ON
- Full-time
Experience supporting large-scale data platform modernization, cloud migration, solutioning, RFP responses, effort estimation, and client-facing architecture discussions.
Added 38 mins ago
A
Gestionnaire bilingue, Conformité/Bilingual Compliance Manager
Altis
Montreal, QC
- $87,500 to $105,000 CAD / year
- Full-time
Vous examinerez les transactions, les ouvertures de comptes et les renseignements liés à la connaissance du client (KYC) afin de repérer les risques potentiels.
Added 38 mins ago
TC
Data & Analytics Solutions Architect - Open Source
Tata Consultancy Services
Toronto, ON
- $110,000 to $130,000 CAD / year
- Full-time
TCS has been serving the Canadian marketplace for more than 35 years and today is the technology partner of choice for many of the country's leading organizations. As one of the largest IT…
Added 38 mins ago
TC
Forward deployed Engineer
Tata Consultancy Services
Toronto, ON · Greater Toronto Area, Canada
- $100,000 to $120,000 CAD / year
- Full-time
Tata Consultancy Services (BSE: 532540, NSE: TCS) is the technology partner of choice for industry-leading organizations worldwide. Since its inception in 1968, TCS has upheld the highest…
Added 38 mins ago
TC
Forward deployed Engineer
Tata Consultancy Services
Toronto, ON
- $100,000 to $120,000 CAD / year
- Full-time
Tata Consultancy Services (BSE: 532540, NSE: TCS) is the technology partner of choice for industry-leading organizations worldwide. Since its inception in 1968, TCS has upheld the highest…

Oakbridge Search Partners

Wealth Management Associate

Barrie, ON, Canada

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

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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.

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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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