Associate Investment Advisor

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Thorek/Scott and Partners (TSP) has been connecting accomplished organizations with talented individuals for almost four decades. At TSP, our track record of successfully completing challenging searches across the professional spectrum has earned us an exceptional reputation at the forefront of the recruitment industry. Our Canadian and International clients include: global banks and non-bank financial institutions, private equity and investment funds, professional service firms, and entrepreneurial businesses in a variety of industries. We value the human connection and distinguish ourselves through an unwavering dedication to understanding the goals and motivations of our clients and candidates alike.

This open role is currently being featured by Thorek/Scott and Partners! We highlight a variety of open roles every week. If you save this position to apply to later, it may appear closed when you revisit it. For a full list of all open positions, please visit www.thorekscott.com.

Position Overview

Our Client is an established independent boutique investment manager serving high-net-worth individuals, families, foundations and institutions. The firm combines disciplined investment management with personalized advice and long-standing client relationships. Its collaborative, entrepreneurial culture encourages employees to take ownership, contribute ideas and participate in the firm’s success.

Currently the firm is seeking an Associate Investment Advisor to join their growing team.Working to alongside experienced Advisors, the Associate will work to support and deepen client relationships by participating in client meetings, supporting wealth planning and overseeing the delivery of responsive, accurate client service. The successful candidate will also guide junior Associates and strengthen coordination across the counselling team.

The ideal candidate brings meaningful client-facing experience within wealth management, private investment counsel or an established investment advisory teams. They combine strong relationship skills with sound judgment, attention to detail and the initiative to take responsibility for client matters. Given the role’s financial planning responsibilities, candidates must hold the CFP designation or be close to completing the certification requirements.

This is an attractive opportunity to broaden client advisory responsibilities, work closely with experienced investment professionals and help shape the futureof an established independent firm.

Role Responsibilities

• Work closely with the Advisors to support a portfolio of high-net-worth families and foundations, helping retain and grow client relationships.
• Participate in client meetings and coordinate meeting preparation, follow-up and ongoing communication.
• Support Advisors in identifying clients’ broader wealth planning needs and driving appropriate planning advice and follow-up.
• Serve as a key point of contact for client inquiries and requests, taking ownership of timely, accurate and professional responses.
• Provide day-to-day guidance and mentorship to junior associates, helping coordinate priorities and maintain consistent client service across the team.
• Contribute to client events, communications and other initiatives that strengthen client engagement.
• Support a collaborative team culture built on integrity, professionalism and continuous improvement.

Desired Qualifications

• Five or more years of relevant experience in wealth management or private investment counsel within a client-facing role.
• Certified Financial Planner (CFP) designation or in the final stages of the designation process is a requirement.
• Chartered Investment Manager (CIM) designation or CFA Level 1, and eligibility for registration as an Associate Advising Representative under NI 31-103, is an asset.
• Demonstrated ability to support high-net-worth client relationships, respond to client needs and coordinate service alongside investment counsellors or advisors.
• Familiarity with account onboarding, transfers, client documentation and coordination with custodians and internal partners.
• Precise, confident communication skills, both written and verbal, with the judgment and professionalism to build client trust.
• Exceptional attention to detail, organization and follow-through, with a proactive approach and ownership of client service matters.
• A collaborative, humble and entrepreneurial mindset, with intellectual curiosity and a willingness to learn and contribute.
• Strong aptitude for technology and enthusiasm for adopting new tools, including AI, to improve efficiency and client service.
• Ability to guide and mentor junior colleagues and coordinate priorities across a team.

Please note that at present, legal eligibility to work in Canada is a prerequisite for this role.

This open role is currently being featured by Thorek/Scott and Partners! We highlight a variety of open roles every week. If you save this position to apply to later, it may appear closed when you revisit it. For a full list of all open positions, please visit www.thorekscott.com.

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We appreciate your interest in this role.

In sharing your resume, you place your trust in us to treat you with integrity and respect and act in your best interests. All resumes will be held in the strictest of confidence. Those who most closely meet our client’s requirements will be contacted for an interview.

Please pass this opportunity forward. We welcome all referrals should someone in your network benefit from this opportunity.