Wealth Associate / Senior Wealth Associate
Toronto, ON | Hybrid
Full-Time, Permanent
Are you a wealth management professional who enjoys combining financial analysis with meaningful client relationships?
We're partnering with an established organization in the private wealth management space to find a Wealth Associate / Senior Wealth Associate to join their growing team. This opportunity is ideal for someone who enjoys working with affluent clients, supporting complex financial planning needs, and taking an active role in delivering personalized wealth management solutions.
The Company
Our client is an established financial services organization specializing in personalized wealth management and advisory solutions for individuals, families, and business owners.
Known for its relationship-focused approach, the organization works closely with clients to understand their financial priorities and deliver comprehensive, long-term strategies.
You'll be joining a collaborative team of experienced professionals in an environment that values attention to detail, proactive service, and building lasting client relationships.
Company Perks and Rewards
- Competitive compensation based on experience and qualifications
- Comprehensive group benefits package
- Hybrid work arrangement with three days in the Toronto office
- Opportunity to work with sophisticated clients and complex financial portfolios
- Exposure to multiple areas of wealth management and financial planning
- Collaborative, supportive team environment with opportunities for professional growth
- Opportunity to take on increasing responsibility and develop your client relationship management skills
The Job
As a Wealth Associate / Senior Wealth Associate, you'll work closely with experienced wealth management professionals to support client relationships and deliver comprehensive financial planning and investment management services.
This is a hands-on opportunity combining financial analysis, client reporting, relationship management, and coordination of wealth planning initiatives.
Key responsibilities include:
- Support the management of client relationships, ensuring a high level of service and responsiveness to ongoing financial needs.
- Prepare and review investment performance reports, financial summaries, and customized client reporting materials.
- Analyze financial statements, investment holdings, net worth information, and other financial data to support planning recommendations.
- Assist in developing financial plans, cash-flow projections, and long-term wealth management strategies.
- Work collaboratively with senior advisors and other professionals to coordinate investment, tax, retirement, and estate planning considerations.
- Participate in client meetings, helping communicate financial information, planning updates, and recommendations.
- Maintain accurate client records, financial information, and reporting through internal systems and investment management platforms.
- Coordinate client requests, follow-up activities, and ongoing account-related matters.
- Identify opportunities to improve reporting processes, client service, and operational efficiencies.
What You Bring to the Job
- Minimum 3 years of experience in wealth management, investment advisory, private banking, or a related financial services environment.
- Experience supporting high-net-worth clients or individuals with complex financial planning needs.
- Strong understanding of investment products, portfolio reporting, financial planning, and wealth management principles.
- Ability to analyze financial information, prepare reports, and translate complex data into meaningful insights.
- Familiarity with tax planning, estate planning, retirement strategies, and other wealth management considerations.
- Strong interpersonal and communication skills with the confidence to interact professionally with clients and senior stakeholders.
- Excellent attention to detail, organizational skills, and the ability to manage competing priorities.
- A proactive, collaborative approach with a genuine interest in delivering exceptional client service.
- Post-secondary education in business, finance, accounting, or a related discipline, or equivalent professional experience.
- Professional designations such as CFP, CFA, CPA, CIM, CSC, or MBA are considered assets.
If you're looking to build on your wealth management experience in a role that offers meaningful client exposure, diverse financial planning responsibilities, and the opportunity to grow professionally, we'd love to connect!
We really look forward to hearing from you, but please understand that we will only be contacting those that are applicable for the role!
Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability.
