Associate Financial Advisor
BLA Private Wealth | Raymond James Ltd.
Waterloo, Ontario | Full-Time | In Office
About BLA Private Wealth
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 Financial Advisor to work closely with our advisors in delivering exceptional client experiences and supporting all aspects of the wealth management process.
This role offers meaningful client exposure, portfolio management responsibilities, and opportunities for professional development.
What You Will Do
As an Associate Financial Advisor, you will work directly with advisors and play an integral role in the management of client relationships and investment portfolios.
Key responsibilities include:
- Provide exceptional service and proactive communication to clients.
- 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, portfolio analysis and market-related projects.
- 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.
- Collaborate with wealth planning specialists and other professional resources when appropriate.
- Assist with onboarding new client relationships and account transfers.
- Support business development initiatives, client events and referral opportunities.
Qualifications
Must Have
Preferred
- Experience within a CIRO-regulated wealth management firm.
- Experience supporting high-net-worth and ultra-high-net-worth clients.
- CFP, CIM, or other relevant industry designations.
- Experience with portfolio rebalancing or investment research.
Who You Are
The ideal candidate is:
- Detail-oriented without losing sight of the bigger picture.
- Curious and intellectually engaged with financial markets.
- Comfortable working directly with high-net-worth clients.
- A strong communicator who can build trust and credibility.
- Self-motivated and capable of taking ownership of responsibilities.
- Team-oriented and willing to contribute wherever needed.
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.
- Meaningful involvement in portfolio management and investment decision support.
- 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.
Location & Schedule
Waterloo, Ontario Full-time, permanent position Monday to Friday Standard office hours: 9:00 AM to 5:00 PM In-office role
To Apply
Please submit your resume and a brief cover letter outlining your experience in wealth management, investment research, portfolio administration, and client service.
We thank all candidates for their interest and advise that only those under consideration will be contacted.
We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.
Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help.
