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.