Associate Financial Advisor

Associate Advisor

Our client is looking for an Associate Advisor to take ownership of an established portfolio of mid-market clients. This is an outstanding opportunity for an advisor who enjoys building meaningful client relationships, delivering comprehensive financial advice, and helping clients achieve their long-term goals; without the pressure of cold calling or building a book from scratch.

If you're passionate about financial planning, providing exceptional client service, and becoming a trusted advisor, we'd love to hear from you.

What You'll Be Doing

Build Trusted Client Relationships

• Become the primary point of contact for an established client base.
• Develop lasting relationships through proactive communication and exceptional service.
• Anticipate client needs and deliver an outstanding client experience at every interaction.
• Ensure clients feel supported, valued, and confident in their financial future.

Deliver Comprehensive Financial Advice

• Take a planning-first approach to every client relationship.
• Develop and maintain holistic financial plans tailored to each client's evolving needs.
• Provide thoughtful advice across investments, insurance, retirement planning, and wealth management.
• Help clients make informed financial decisions with confidence.

Manage Client Portfolios

• Monitor and manage investment portfolios aligned with client objectives and risk tolerance.
• Recommend portfolio adjustments based on changing market conditions and life events.
• Educate clients on investment strategies and long-term planning.

Grow Existing Relationships

• Continue strengthening relationships within your inherited client portfolio.
• Lead meetings with referred clients and deliver a seamless onboarding experience.
• Help convert referrals into long-term client relationships through exceptional advice and service.
• Focus on growing relationships - not prospecting.

Deliver an Exceptional Client Experience

• Coordinate a professional and organized onboarding process for new clients.
• Ensure timely follow-up and execution on all client requests.
• Work independently while collaborating closely with a supportive advisory team.

What We're Looking For

Qualifications

• 3+ years of experience in the financial services industry.
• CFP designation (or actively working toward completion).
• CIM or similar industry designation is considered an asset.
• Experience managing and servicing an existing client book.
• Experience working directly with mid-market clients.
• Previous experience within an independent wealth management or advisory firm.
• Strong client-facing communication and relationship management skills.

The Right Fit

You're someone who:

• Enjoys building long-term relationships with clients.
• Leads with financial planning and client-first advice.
• Takes ownership and works well independently.
• Thrives in a collaborative, team-focused environment.
• Is committed to delivering an exceptional client experience.

Why You'll Love This Opportunity

✔ Established client portfolio- no need to build a book from scratch

✔ No prospecting or cold calling required

✔ Competitive base salary plus performance bonus paid every four months

✔ 100% employer-paid benefits

✔ RRSP matching program

✔ Opportunity to own and grow a meaningful client segment

✔ Join a respected independent wealth management firm focused on long-term client relationships

Ready to Take the Next Step?

If you're looking for an opportunity where you can focus on what you do best- building relationships, delivering exceptional financial advice, and helping clients succeed; we'd love to hear from you.