Associate Financial Advisor

**Associate Financial Advisor**

**Full time, in office** (with flexibility)

**Minimum requirement**: 2+ years of relevant experience, registered or eligible for CIRO registration

**About Matthews + Associates**

Most wealth firms still push product. We do something different.

Matthews + Associates is an advice first retirement planning firm built for Canadians nearing or in retirement, typically with $1M to $10M in investable assets. We lead with real planning, tax aware decisions, and evidence based investing. No product agenda. No pressure sales. No eat what you kill culture.

We believe an advisor career should not require you to be a rainmaker to grow. You can build an amazing career by becoming exceptional at advice delivery, client trust, and execution.

Matthews + Associates' offers career paths in financial advising, financial planning, client service and operations.

Our client first culture is built around 5 core values:
**Be Approachable**
- Warm, kind, and grounded with clients and teammates
- Calm under pressure and emotionally aware
- Makes it easy for people to ask questions and get support

**Growth Mindset**
- Always looking for a better way
- Curious, coachable, and committed to learning
- Adapts quickly as the firm, tools, and client needs evolve

**Commit to Sustainability**
- Protects team capacity and client experience long term
- Thinks in systems, not shortcuts
- Makes decisions that support the firm, clients, and community for the long haul

**Accountability**
- Owns outcomes and follows through without excuses
- Communicates early when something is off track
- Takes responsibility for personal growth and earns increased responsibility through initiative and results

**Harmony**
- Works in a way that supports a rich life, not a life dominated by work
- Uses flexibility responsibly and steps up during busy seasons and major projects
- Understands that career growth requires extra effort over time, including education, professionalism, and relationship building

**The Role**

This role is for someone who wants to become an excellent relationship based advisor, and who is willing to earn trust over time.

You will support client meetings, follow up, and implementation while building the technical and communication skills to eventually lead relationships. Depending on your experience, you may begin by supporting a Lead Advisor, and gradually take on meeting leadership and your own client segment.

We are open to hiring at Associate Advisor Level 2 or Level 3 depending on experience.

**Primary Outcomes**
- Client meetings are well prepared, well followed up, and feel calm and professional
- Clients experience clarity and trust because communication is strong and consistent
- Implementation and service actions get done efficiently and accurately
- Advisors gain capacity because you own meaningful client work end to end

**What You Will Own**

**Client meeting support and follow through**
- Support meeting prep, agenda coordination, and delivery logistics
- Attend meetings, take notes, and ensure action items are captured and completed
- Coordinate client requests and ensure nothing falls through the cracks

**Planning support and Conquest inputs**
- Support plan data gathering, updating, and scenario prep
- Work within Conquest (Planning Software) as part of meeting prep, plan updates, and ongoing client changes

**Implementation and client service overlap**
- Coordinate onboarding steps, paperwork flow, and transfer progress with the client care team
- Support account maintenance tasks as required (money movement coordination, beneficiary updates initiated through proper workflows, trade support under advisor supervision)
- Provide backup coverage on operational items when needed, especially during spring and fall client review periods

**Growth into advice delivery**
- Over time, begin leading portions of meetings and client communications
- Build EQ, communication, and client confidence skills
- Develop toward full ownership of relationships aligned to your capability and credential path

**Role Level Expectations**

**Associate Advisor Level 2**
- Strong meeting prep and follow through, reliable execution
- Supports planning updates and client communications with confidence
- Comfortable with basic implementation workflows and service coordination
- Conquest exposure preferred, not required
- Capable of leading portions of client meetings (develop and deliver advice with supervision)
- Enrolled in CFP program

**Associate Advisor Level 3**
- Can run meeting prep end to end and capable of leading client meetings and relationships for less complex clients.
- Conquest experience required
- Strong judgement, clear writing, proactive client communication
- On track toward CFP, or already progressing through advanced education

**Required Qualifications**
- 2+ years of relevant financial services experience
- Strong communication, high professionalism, client first mindset
- Reliable e