Find work in Canada.

356,688 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 2 mins ago
Regulatory Policy Advisor
Hydro One Networks Inc
Toronto, ON
…Ontario. Today, we’re focused on providing exceptional customer service and ensuring we are building safe communities where we live, work and…
Added 2 mins ago
Customer Operations Manager
Hydro One Networks Inc
Kawartha Lakes, ON · Fenelon Falls, ON
…Ontario. Today, we’re focused on providing exceptional customer service and ensuring we are building safe communities where we live, work and…
Added 2 hours ago
Client Solutions Advisor - Regina, Saskatchewan
Scotiabank
Regina, SK
As a Client Solutions Advisor, in you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgage salesforce. Your role will be to deepen…
Added 2 hours ago
CC
Financial Advisor, Lending
Conexus Credit Union
Regina, SK
- Full-time
As a Financial Advisor, Lending in Regina, you will be responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This…
Added 2 hours ago
AC
HR Advisor – Maternity Leave Replacement
Alimentation Couche-Tard
Laval, QC
- Full-time
…offices. We make journeys easier by offering fast and friendly service. We care about our people and our communities, and we look for ways to uplift people first. Wherever your journey’s…
Added 2 hours ago
R
Sales Advisor
RONA
Longueuil, QC
- Full-time
We operate or service corporate and affiliated dealer stores. With a distinctive product and service offering and complementary store formats ranging from neighbourhood hardware stores to…
Added 2 hours ago
JC
Human Resources Manager
JDass Corp
Maple, ON
- Full-time
Build and establish the company's HR department, including defining its structure, responsibilities, workflows, and service delivery model.
Added 2 hours ago
EJ
Branch Office Administrator
Edward Jones
Markham, ON
- Full-time
…the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of…
Added 4 hours ago
CD
Educational Advisor – Socio-Professional Integration (ISP) and Students with Special Needs (EBP)
Centre de services scolaire Marguerite-Bourgeoys - CSSMB
Westmount, QC
- Full-time
Being an educational advisor means supporting the development of effective and innovative teaching practices to promote student success and engagement.
Added 4 hours ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 4 hours ago
NM
Shop Foreperson
Nelson Motors and Equipment
Avonlea, SK
- Full-time
Experience servicing John Deere equipment and using Service Advisor software preferred.
Added 4 hours ago
LV
Client Advisor
Louis Vuitton
Vancouver, BC
- Full-time
…themselves as more than a Sales Associate but as a true personal ‘advisor’- someone who is seeking to grow their career in luxury retail environment, has a strategic sales mindset,…
Added 4 hours ago
A
Assistant wealth management advisor
Archer
Montreal, QC
- Full-time
Reporting to an Advisor Manager, the Assistant Advisor acts as a strategic right-hand man. In addition to supporting the advisor in managing his or her clientele, he or she progressively…
Added 4 hours ago
IG
Financial Advisor - Bilingual
Infotree Global Solutions
Montreal, QC
- Contract
Ensure a high level of customer service is maintained with clients by keeping them informed of all new developments, products, and services related to their business needs.
Added 4 hours ago
SP
Customer Success Manager
Salesforce Partner Canada
Toronto, ON
- Full-time
…functions as an extension of the customer’s workforce and a trusted advisor, providing guidance and advice to customer organizations. The CSM is responsible for identifying and addressing…
Added 5 hours ago
WG
Automotive Fixed Operations Support Specialist -SmartVMA
Wagonmaster Group
Richmond, BC
- Full-time
Are you an experienced Service Advisor or Service Manager who understands Fixed Operations, enjoys working with people, and is ready for a change from the long hours and weekend demands of…
Added 5 hours ago
Director of IT
Plum Gas Solutions
Calgary, AB
…and operating model while coordinating shared infrastructure, service desk, cybersecurity, applications, vendors, and project resources across SGH. The role serves as the primary technology…
Added 6 hours ago
AI
Conseiller(ère) technique / Service Advisor
AutoCanada Inc.
Laval, QC
- Full-time
Poste : Conseiller(ère) technique (Service Advisor)
Added 6 hours ago
L
Customer Sucess Manager Pricing Reference Services
LSEG
Toronto, ON
- Full-time
…solutions across their organizations. You will serve as a trusted advisor, helping customers navigate complex challenges, realize measurable value, and achieve their business…
Added 6 hours ago
C
Financial Sales Specialist
Cisco
Vancouver, BC
- Full-time
You’ll be part of a dynamic team of other Financial Sales Specialists and Client Executives that work with the Cisco Service Provider and Canada Sales teams, Partners, and Customers to…
Added 7 hours ago
WG
Automotive Fixed Operations Support Specialist – SmartVMA
Wagonmaster Group
AB · Calgary, Alberta
- Full-time
Are you an experienced Service Advisor or Service Manager who understands Fixed Operations, enjoys working with people, and is ready for a change from the long hours and weekend demands of…
Added 8 hours ago
S
Beauty Advisor - Part Time
Sephora
Kingston, ON
- $19.2 to $22.6 CAD / hour
- Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 8 hours ago
OC
Collections Manager
Options Consulting Solutions
Toronto, ON
- $115,000 to $130,000 CAD / year
- Full-time
Act as a trusted advisor to partners, practice group leaders and billing lawyers on their receivables
Added 8 hours ago
NB
Wealth associate
National Bank of Canada
Sorel-Tracy, QC
- Full-time
…wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our…
Added 8 hours ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

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

Report this job