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Added 11 mins ago
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Raymond James

Associate Advisor/Financial Planner

Waterloo, ON, Canada

Full-time

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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.

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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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