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Oakbridge Search Partners

Wealth Management Associate

Barrie, ON, Canada

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

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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.

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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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