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Associate Wealth Advisor
4 weeks ago
As an Associate Wealth Advisor, you'll play a key role in supporting our Lead Advisors to
ensure every client and prospective client gets exceptional service. Our book is growing
quickly, and we need someone who can step in and help us deliver. You'll take the lead
on:
1. Delivering unbiased advice to create outstanding client experiences.
2. Educating clients and prospects about our approach through discovery calls,
portfolio reviews, financial planning sessions, and webinars.
3. Writing and developing educational material for clients and prospects surrounding
all aspects of advisory - tax planning, life planning, and investment management.
4. Communicating primarily by phone, and occasionally in-person with clients, to
provide top-tier service and build lasting relationships.
5. Contributing your expertise to team initiatives that improve how we serve clients.
Going above and beyond to make sure clients feel supported at every step.
What makes you a great fit:
1. You have completed the Canadian Securities Course and are a Registered
Representative.
2. You hold (or are working toward) an advanced planning or tax designation like the
CFP, QAFP, or CPA.
3. You have 3-5 years of client-facing experience in planning or advisory roles.
4. You're passionate about markets and investments - whether it's pursuing your
CFA/CIM or just staying sharp on trends, you can show us your interest.
5. You're tech-savvy and love finding ways to make processes more efficient -
keeping things organized is how you operate.
6. You're a great communicator - simplifying complex concepts, addressing ongoing
inquiries, or just checking in with clients all come second nature to you.
7. You thrive in fast-moving teams that execute quickly and embrace a growth
mindset toward financial advisory.
You may not be a good fit if…
1. You thrive in independent work with minimal collaboration.
2. You lack experience in financial advisory or planning roles.
3. You're not curious about markets or investments.
4. You're slow to adapt or execute—we move quickly for our clients and internally.
We're fast-moving and enjoy rolling up our sleeves, and we have a great time while we're
at it. If you'd like to take the next great step in your career, here's what you can expect:
1. A competitive total compensation: CAD $80,000–$120,000 (based on experience).
Comprehensive benefits and insurance that keep you covered beyond the office.
2. Work-life balance: Flexible hours and remote work 1-2 days a week (because we
know life happens outside work).
If you want to take a meaningful new step in your career, we'd love to hear from you.
Please email hello@vijaywealth.ca with your resume and a short note on why you're a
great fit. We look forward to getting to know you
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