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Added 1 hour ago
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Senior Tax Manager, Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
…role supporting complex investment fund clients across their full tax life cycle. As a Senior Tax Manager, you will lead sizable engagements, provide technical and people leadership, and…
Added 1 hour ago
BE
Mechanic - Shop Foreman
Battlefield Equipment Rentals
Timmins, ON
- Full-time
…mechanics, we want to hear from you. As a key member of the Service team, the Mechanic Shop Foreman plays a vital role in keeping our rental fleet and customer equipment operating safely,…
Added 1 hour ago
BE
Mechanic - Shop Lead
Battlefield Equipment Rentals
Sudbury, ON
- Full-time
…mechanics, we want to hear from you. As a key member of the Service team, the Lead Heavy Equipment Mechanic plays a vital role in keeping our rental fleet and customer equipment operating…
Added 1 hour ago
Advisor, Safety
Regional Municipality of Wood Buffalo
Fort McMurray, AB
At the same time, our Safety team ensures that every employee goes home safe by championing proactive practices, compliance, and a culture of shared responsibility.
Added 1 hour ago
Advisor, Strategic Procurement
Regional Municipality of Wood Buffalo
Fort McMurray, AB
Under minimal supervision, the Advisor, Strategic Procurement provides advice and support in the development and implementation of strategic and sustainable procurement initiatives to…
Added 1 hour ago
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Conseiller en acquisition de talents / Talent Acquisition Advisor
Adecco
Mirabel, QC
- Full-time
Adecco is currently recruiting a Talent Acquisition Advisor for one of its clients in the aerospace industry located in Mirabel, Quebec. Are you passionate about high-volume recruitment,…
Added 2 hours ago
K
Senior Consultant, Financial Services-Insurance & Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
…advice effectiveness, operational improvement, customer and advisor experience, cost optimization, business architecture, AI use case development, and transformation…
Added 2 hours ago
TW
Business Advisor, Agriculture
Thrive Wealth Management
Humboldt No. 370, SK · Prince Albert, SK · Humboldt, SK
- Full-time
…about providing insightful content, tools, expert advice, and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and…
Added 2 hours ago
TW
Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
As a full-time, temporary Financial Advisor in Saskatoon, SK at our Eighth branch, with an end date February 2028, you are responsible for understanding our members’ financial goals and…
Added 2 hours ago
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Senior Research Director, Customer Success - Automotive
NielsenIQ
Toronto, ON
- Full-time
Lead the day-to-day senior relationship with your clients across the U.S. and Canadian markets, building trusted relationships with client stakeholders and serving as a strategic advisor.
Added 3 hours ago
EJ
Branch Office Administrator
Edward Jones
Pembroke, ON
- Full-time
Full-time Associates receive the following benefits:
Added 4 hours ago
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Beauty Advisor - Part Time
sephora.com
Kitchener, ON
- $19.2 to $22.6 CAD / hour
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 7 hours ago
Scheduler
Pembina Pipeline Corporation
Calgary, AB
…operations along the hydrocarbon value chain allow us to offer a full state of midstream and marketing services to our customers in the energy…
Added 7 hours ago
T
Bodily Injury, Claims Advisor
TD
AB · Markham, ON · Calgary, AB
- Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 7 hours ago
T
Senior Bodily Injury, Claims Advisor
TD
AB · Markham, ON · Calgary, AB
- Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 7 hours ago
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Associate Financial Advisor
CIBC
Brampton, ON
- Full-time
As a member of the Imperial Service team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor,…
Added 8 hours ago
PP
Scheduler
Pembina Pipeline Corporation
Calgary, AB
- Full-time
…operations along the hydrocarbon value chain allow us to offer a full state of midstream and marketing services to our customers in the energy…
Added 8 hours ago
II
Director, Innovation
Ipsos in Canada
Toronto, ON
- Full-time
…your team members so that projects get done well and right: on time, on budget and on strategy for the client, ability to think creatively about how to align appropriate project resources,…
Added 8 hours ago
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Human Resources Business Partner
Baycrest
Toronto, ON
- Full-time
Serve as a trusted advisor to staff and leadership while ensuring alignment with best practices on HR-related matters.
Added 8 hours ago
Associate Wealth Advisor
First West
Chilliwack, BC
We are currently seeking an Associate Wealth Advisor to join our team.
Added 8 hours ago
HC
Transformation and Strategic Initiatives Advisor (#2026-NON-CHS-333)
Hastings County
Belleville, ON
- Full-time
The Community and Human Services Department has an opening for a permanent full-time Transformation and Strategic Initiatives Advisor position. This is a non-unionized position reporting to…
Added 8 hours ago
MC
Senior Small Business Advisor
Meridian Credit Union
Barrie, ON
- $68,800 to $100,000 CAD / year
- Full-time
In addition to building customized solutions for business, we offer full service commercial banking solutions, including a wide selection of daily banking products, complementary lending…
Added 8 hours ago
RB
Banking Advisor
Royal Bank of Canada
Shelburne, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 8 hours ago
RB
Financial Advisor
Royal Bank of Canada
Burnaby, BC
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 8 hours ago
RB
Client Advisor
Royal Bank of Canada
Ponoka, AB
- Part-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions

Raymond James

Associate Advisor/Financial Planner

Waterloo, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Experience: Minimum 3 years of experience in the investment or wealth management industry including speaking directly with clients and conducting one on one client meetings
Posting language: English
Posted: Nov 6, 2026

Original job description

At BLA Private Wealth, we help successful individuals, professionals, business owners and families build, preserve and transition wealth through disciplined investment management and thoughtful planning.

Our practice is built on a personalized approach that integrates portfolio management, tax-efficient wealth strategies, retirement planning, estate considerations, and cross-border expertise for Canadian and U.S. clients.

As our team continues to grow, we are seeking an experienced and highly motivated Associate Advisor/Financial Planner to work closely with our advisors in delivering exceptional client experiences and supporting all aspects of the wealth management process.

This position is a salaried position with benefits and potential for annual bonus. This provides you the freedom to help clients without the pressure of sales targets. This is a full time in office position.

What You Will Do

As an Associate Advisor, you will work directly with advisors and play an integral role in the management of client relationships and investment portfolios.

Key responsibilities include:

Prepare for client meetings through account analysis, portfolio reviews and ongoing monitoring
Assist advisors in implementing investment and wealth management strategies
Support portfolio construction, trading, rebalancing and investment execution activities
Conduct investment research and portfolio analysis as required
Prepare client meeting materials, reports and presentation packages
Coordinate client service requests and ensure timely follow-up on client needs
Maintain accurate client records and workflows using internal systems
Assist with onboarding new client relationships and account transfers
Support business development initiatives, client events and referral opportunities
Provide exceptional service and proactive communication to clients and professional partners

Qualifications

Minimum 3 years of experience in the investment or wealth management industry including speaking directly with clients and conducting one on one client meetings
Completion of the Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), and Wealth Management Essentials (WME)
Eligible for or currently registered as a CIRO Registered Representative (RR)
Strong understanding of portfolio management, investment products and financial markets
Exceptional verbal and written communication skills
Ability to manage multiple priorities in a fast-paced environment
Advanced proficiency with Microsoft Office, particularly Excel
Legally entitled to work in Canada

Preferably with minimum assets under management of $8-10 million
Insurance licensed is an asset

Have or be working towards the CFP, CIM or CFA designations

Most importantly, you are looking for more than an administrative role. You want to be actively involved in the investment management and client relationship process while continuing to develop as a wealth management professional.

What We Offer

Competitive base salary based on experience
Annual bonus opportunity
Direct mentorship from experienced advisors
Exposure to sophisticated wealth management strategies
Opportunity for long-term career growth within the advisory profession
A collaborative and entrepreneurial team environment
Convenient Waterloo office location

To Apply

Please submit your resume and a brief cover letter outlining your experience in wealth management, investment research, portfolio administration, and client service.

Apply About employer

More about this job

Responsibilities

The Associate Advisor will support advisors in managing client relationships, investment portfolios, and wealth management strategies. Responsibilities include preparing for client meetings, conducting investment research, and ensuring accurate record-keeping and service delivery.

Requirements

Candidates must have at least 3 years of experience in the investment or wealth management industry and hold relevant certifications like CSC, CPH, and WME. Proficiency in Microsoft Office and the ability to manage multiple priorities in a fast-paced environment are essential.

Skills

Wealth management
Investment management
Portfolio analysis
Financial planning
Trading
Rebalancing
Investment research
Account analysis
Microsoft Office
Excel
Communication skills
Retirement planning
Estate planning
Tax-efficient strategies

Benefits

Competitive base salary
Annual bonus opportunity
Mentorship
Benefits

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment management
Financial planning
Portfolio construction
Trading
Rebalancing
Investment research
CSC
CPH
WME
CIRO
Registered Representative
CFP
CIM
CFA
Microsoft Office
Excel
Estate planning
Retirement planning
Client service
Business development
Account transfers
Wealth strategies
Portfolio reviews
Financial markets

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