Wealth Management Associate

On behalf of our client, a growing independent wealth management and financial planning firm based in Toronto, we are looking for a Wealth Management Associate to join their team.

This is an exciting opportunity for someone who enjoys being the operational backbone of a wealth management practice and wants to grow alongside a collaborative, entrepreneurial team. The successful candidate will support two Financial Advisors across client servicing, account administration, and day-to-day operations, while helping build scalable processes as the firm continues to expand.

Responsibilities

• Provide day‑to‑day administrative and operational support to two advisors and their clients
• Act as a key point of contact for client inquiries and follow‑ups, delivering a high level of professionalism and responsiveness
• Assist with account documentation, onboarding activities, maintenance requests, and transaction processing
• Coordinat...