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Associate

2 weeks ago


Mississauga, Canada Sartorial Wealth Inc. Full time

**Associate - Wealth Management**
- Remote - Based in Canada (Toronto or Vancouver preferred)_
Full-time | $50,000-$65,000 base + bonus + RRSP match + benefits

**About Sartorial Wealth**

Sartorial Wealth is a boutique cross-border wealth management firm serving successful individuals and families across Canada and the U.S. Led by a media-featured, award-winning Portfolio Manager, we combine high-touch client service with globally integrated planning, delivering sophisticated advice across borders.

We’re growing—and we’re looking for a motivated and detail-oriented **Associate - Wealth Management** to support our planning and operations teams and grow with us as we expand.

**The Role**

This is a **hybrid support position** for someone early in their wealth management career. You’ll work alongside our Financial Planner and Operations Manager, helping deliver an exceptional client experience while gaining hands-on exposure to the inner workings of a boutique advisory firm.

**In this role, you will**:

- Assist with onboarding new clients, coordinating forms, ID, and documentation
- Support financial planning processes: data gathering, plan prep, meeting logistics
- Maintain accurate CRM records, calendars, and follow-up tasks
- Coordinate client communications and service touchpoints
- Assist with compliance and documentation workflows (e.g., DocuSign, vault systems)
- Provide backup support during vacation, leaves, or peak workload periods

**You’re a Great Fit If You Have**:

- 0-3 years of experience in financial services, wealth management, or client service
- A Bachelor’s degree in Finance, Business, Economics, or a related field
- Interest in pursuing your CSC, CFP, or CIM (or already on the path)
- Strong organizational skills, attention to detail, and a process mindset
- Comfort with digital tools: CRM systems, Google Workspace, basic cloud platforms
- A desire to learn, grow, and build a long-term career in wealth advisory

**What We Offer**
- **Base Salary**: $50,000-$65,000, based on experience
- **Bonus**: Performance-based, up to 10% annually
- **RRSP Match**: Up to $2,500/year
- **Benefits**: Comprehensive extended health and dental plan
- **Professional Development**: Support for CSC, CFP, CIM, or related licensing
- **Flexible Remote Work**: Work from anywhere in Canada (Toronto or Vancouver preferred)
- **Career Path**: Opportunity to grow into a Financial Planner, Advisor, or Operations

**Why Sartorial Wealth?**

We’re a modern, entrepreneurial advisory firm with a big vision. We serve clients with complex cross-border needs and deliver boutique service with institutional-level professionalism. You’ll work closely with experienced leaders, contribute to real decisions, and be part of building something meaningful.

**How to Apply**

Bonus points if you mention your favorite productivity tool, finance podcast, or long-term career goal.

Pay: $50,000.00-$75,000.00 per year

**Benefits**:

- Dental care
- Paid time off

Flexible language requirement:

- French not required

Shift:

- Day shift

Work days:

- Monday to Friday
- No weekends

Work Location: Hybrid remote in Mississauga, ON