Associate Financial Advisor

2 weeks ago

Toronto, Canada Novel Wealth Full time

**Associate Financial Advisor - Wealth Management & Family Office**

Are you a driven, detail-oriented professional with a background in tax, accounting or finance, who wants to build a long-term career in wealth management? This is a rare opportunity, to join one of the fastest growing boutique wealth management and family office firms, as an Associate Advisor and be directly mentored by a Senior Advisor and Partner.

This isn’t a job. It’s a 4-6 year apprenticeship to become a Senior Advisor yourself—building your own book of business with the potential to earn significant income and equity down the line.

**What You’ll Do**:

- Work directly with a top tier Senior Advisor to serve high-net-worth, retiree and tech professional clients.
- Support in designing holistic financial, investment, tax, and estate plans.
- Conduct research on markets, investments, and planning strategies.
- Manage cash flow analysis, tax planning, and account oversight.
- Prepare client deliverables and participate in client meetings.
- Learn the business inside-out: wealth, tax, accounting, mortgages and cross-border planning.
- Build trusted relationships with clients over time as you grow into your own book.

**What We’re Looking For**:

- Background in **tax, accounting, or finance** (CPA, CFP, CIM or working towards it a plus).
- Strong analytical and technical skills.
- Ability to work hard, learn quickly, and handle detail.
- Experience in client-facing roles is an asset.
- A genuine interest in wealth management, tax planning, and helping clients succeed.

**What We Offer**:

- Direct mentorship from a top tier Senior Advisor & Partner.
- A defined 5-year path to becoming a Senior Advisor with your own clients.
- Access to complex planning strategies in tax, accounting, and investments.
- Base salary + Commissions/Bonuses at the start with **significant income growth potential**.
- A role designed for long-term career growth—not a stepping stone.
- Fun events, dinners, sports games, an inspiring office, and great people

**Job Types**: Full-time, Permanent

Pay: $36,000.00-$80,000.00 per year

Additional pay:

- Bonus pay
- Commission pay

**Benefits**:

- Company events
- Dental care
- Extended health care
- Flexible schedule
- On-site parking
- Paid time off
- Vision care

Schedule:

- 8 hour shift
- Monday to Friday

Application question(s):

- What 3 words would you want me to use to describe you/your work ethic after 5 years here?

**Education**:

- Bachelor's Degree (required)

Work Location: Hybrid remote in Toronto, ON M6R 2H9

Expected start date: 2025-09-01

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