Jobs in Canada

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Added 3 hours ago
Investment Officer
Public Service Delivery
Winnipeg, MB
Must hold a Certified Financial Planner certification in good standing · Must have a satisfactory Criminal Record Search
Added 6 hours ago
P&
Fleet Maintenance Planner
Parrish & Heimbecker, Limited
Cambridge, ON
- Full-time
The Fleet Maintenance Planner is responsible for coordinating, optimizing, and managing all aspects of the organization’s fleet maintenance within P&H Ltd. This role focuses on developing…
Added 7 hours ago
NG
Mill Maintenance Planner - Travel & Camp Available
New Gold Inc.
Emo, ON
- Full-time
Position Reports To: Senior MIll Maintenance Planner
Added 7 hours ago
GO
Investment Officer
Government of Manitoba
Winnipeg, MB
- Full-time
Must hold a Certified Financial Planner certification in good standing · Must have a satisfactory Criminal Record Search
Added 7 hours ago
S
Financial Planner, Scotia Financial Planning - Comox Valley
Scotiabank
Comox, BC
- Full-time
As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how…
Added 7 hours ago
R
Investment & Retirement Planning Assistant
RBC
Chilliwack, BC
- Part-time
As an Investment and Retirement Planning Assistant, you support a top producing Financial Planner, Investment and Retirement Planner in meeting sales objectives and related activities by…
Added 7 hours ago
R
Financial Planner, Investment Retirement Planning
RBC
Vancouver, BC
- Full-time
As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting…
Added 7 hours ago
C
Banking Center Leader II
CIBC
Greater Napanee, ON · Napanee
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 7 hours ago
C
Manager, Client Advice I
CIBC
Niagara Falls, ON · Niag.Falls-Portage and Huggins
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 7 hours ago
S
Financial Planner, Scotia Financial Planning - Burnaby
Scotiabank
Burnaby, BC
- Full-time
As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how…
Added 8 hours ago
A
Production Planner
ABB
Montreal, QC
- Full-time
Reporting to the Planning and Execution Manager, the Production Planner is responsible for translating customer orders and sales forecasts into a production schedule. The incumbent ensures…
Added 8 hours ago
R
Financial Planner Investment and Retirement Planning
RBC
Sault Ste. Marie, ON
- Full-time
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are…
Added 8 hours ago
CB
Project Coordinator Intern
Clark Builders
Edmonton, AB
- Full-time
Support project start-up activities, including tendering and bid evaluations, subcontractor kickoffs, utility and site service applications, permitting, stakeholder communication, quantity…
Added 9 hours ago
AW
Technicien (ne), Opérations RH - HR Operations Technician
AJ Walter Aviation
Montreal, QC
- Full-time
Cultiver des liens de confiance avec les équipes de production et les gestionnaires grâce à une approche accessible, respectueuse et orientée service.
Added 9 hours ago
R
RBC Open House Financial Planning | Wednesday January 13th, 2027
RBC
Montreal, QC
- Full-time
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial…
Added 9 hours ago
TA
Associate Investment Advisor
Thorek/Scott and Partners
Toronto, ON
- Full-time
…institutions, private equity and investment funds, professional service firms, and entrepreneurial businesses in a variety of industries. We value the human connection and distinguish…
Added 9 hours ago
CH
Strategic Demand Planner
Confidential Hires
London, ON
- Full-time
We have an immedate opening for an experienced Strategic Demand Planner to join our growing manufacturing team near London, Ontario. You will have full responsibility to develop and…
Added 9 hours ago
NO
Associate Financial Planner
New Outlook Wealth Inc.
Winnipeg, MB
- Full-time
Role Description The Associate Financial Planner is a full-time, hybrid role based in Winnipeg, MB, with flexibility for some work from home. In this role, the associate supports senior…
Added 9 hours ago
P
Fleet Maintenance Planner
P&H
Cambridge, ON
- Full-time
The Fleet Maintenance Planner is responsible for coordinating, optimizing, and managing all aspects of the organization’s fleet maintenance within P&H Ltd. This role focuses on developing…
Added 10 hours ago
Financial Advisor, Investment & Retirement Planning - Kensington Road, Calgary
Scotiabank
Calgary, AB
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 10 hours ago
T
Financial Planner - Waterloo
TD
Waterloo, ON
- Full-time
…their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and…
Added 10 hours ago
SC
Crane & Rigging Supervisor (Prince George, BC)
Sterling Crane
Prince George, BC
- Full-time
Ability to read and interpret blueprints, lift plans, and engineering drawings. 3D crane planner software is considered an asset.
Added 10 hours ago
SC
Crane & Rigging Supervisor (Calgary, AB)
Sterling Crane
Calgary, AB
- Full-time
Ability to read and interpret blueprints, lift plans, and engineering drawings. 3D crane planner software is considered an asset.
Added 10 hours ago
SC
Crane & Rigging Supervisor (Vancouver/Coquitlam, BC)
Sterling Crane
Coquitlam, BC
- Full-time
Ability to read and interpret blueprints, lift plans, and engineering drawings. 3D crane planner software is considered an asset.
Added 11 hours ago
AC
Manager, Omnichannel Media Planning
AIP Connect
Mississauga, ON
- $90,000 to $95,000 CAD / year
- Full-time
Our client is seeking an experienced Media Planner who combines strategic thinking, analytical rigour and confident client communication with hands-on delivery discipline. You will…

Thorek/Scott and Partners

Associate Investment Advisor

Toronto, ON, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 9, 2026
Posting language: English
Posted: Nov 9, 2026

Original job description

Your Partners in Recruitment!

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.

..............................................................................................................................................................

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.

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More about this job

Responsibilities

Support Advisors in retaining and growing relationships with high-net-worth families and foundations by participating in client meetings, coordinating follow-up, and helping identify wealth planning needs. Own timely and accurate responses to client requests, guide junior associates, and contribute to client engagement initiatives and a collaborative team culture.

Requirements

Candidates need at least five years of client-facing experience in wealth management or private investment counsel and must hold the CFP designation or be close to completing it. Strong client relationship, communication, organization, and follow-through skills are required; a CIM designation or CFA Level 1 and eligibility for registration as an Associate Advising Representative are assets, and legal eligibility to work in Canada is required.

Skills

High-Net-Worth Client Relationship Management
Wealth Planning
Client Service
Client Meeting Coordination
Investment Advisory Support
Account Onboarding
Asset Transfers
Client Documentation
Custodian Coordination
Written Communication
Verbal Communication
Attention to Detail
Organization
Mentoring
Team Coordination
Technology Adoption

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Private Investment Counsel
High-Net-Worth Individuals
Families
Foundations
Institutions
Investment Management
Wealth Planning
Client Service
Certified Financial Planner (CFP)
Chartered Investment Manager (CIM)
CFA Level 1
NI 31-103
Associate Advising Representative
Account Onboarding
Asset Transfers
Client Documentation
Custodians
Investment Counsellors
Client Communications
Client Events
Artificial Intelligence
Mentorship
Team Coordination

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Jobs in Canada