Wealth Advisor Assistant

1 day ago


Oakville, Ontario, Canada Staffix Full time

Launch Your Financial Planning Career – Advisor Assistant (Oakville)

Are you a recent graduate of a Financial Planning program with both your Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) completed?

Do you thrive in a fast-paced environment and have a genuine passion for helping others achieve their financial goals?

If so, we want to hear from you

A well-established financial advisor in Oakville is looking for a bright, motivated Advisor Assistant to join their team. This is a fantastic opportunity to learn directly from an experienced advisor, support a growing client base, and build a strong foundation for a rewarding career in financial services.

What You'll Do:
  • Support client onboarding, maintain accurate records, and assist with financial analysis

  • Prepare client presentations, reports, and planning documents

  • Help develop and implement tailored financial plans

  • Stay current on market and industry trends

  • Deliver outstanding service to clients

What We're Looking For:
  • A recent graduate of a Financial Planning program

  • Completion of both the CSC and CPH

  • Strong analytical and organizational skills

  • Excellent verbal and written communication

  • A passion for financial planning and client service

  • Eagerness to learn and grow within a dynamic team environment

If you're ready to take the first step in your financial services career, apply now and start building your future with confidence.



  • Oakville, Ontario, Canada Nour Private Wealth Full time

    To accommodate our continued growth and success, Nour Private Wealth (NPW) is seeking an experienced Associate Investment Advisor for one of our Investment advisors at NPW. This position requires an experienced, detail-oriented individual with strong process, and communication skills, ideally with prior experience at an CIRO dealer member.ResponsibilitiesAct...


  • Oakville, Ontario, Canada Canaccord Genuity Group Full time

    Salary Range: $50,000 - $65,000Who we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for...

  • Wealth Associate

    1 day ago


    Oakville, Ontario, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your job:Support investment advisors in providing superior...


  • Oakville, Ontario, Canada Bellwether Investment Management Full time

    Who We AreBellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise.At Bellwether, we offer the opportunity to build a rewarding and fulfilling...

  • Associate Advisor

    28 minutes ago


    Oakville, Ontario, Canada RBC Wealth Management Full time

    Role DescriptionThis is a full-time, on-site role located in Oakville, ON, for an Associate Advisor to assist in creating financial plans, conducting research on investment opportunities, preparing client reports, and assisting with day-to-day operational tasks. Our team is very close knit and are high performers, so we're looking to expand on...

  • Receptionist - Oakville

    23 minutes ago


    Oakville, Ontario, Canada Scotia Wealth Management Full time

    Requisition ID: 238713As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...


  • Oakville, Ontario, Canada Scotiabank Full time

    Requisition ID: As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you'll be empowered to...


  • Oakville, Ontario, Canada BMO Full time $33,600 - $50,900

    Application Deadline:01/05/2026Address:360 Oakville Place Drive Job Family Group:Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and Nesbitt Burns branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role,...


  • Oakville, Ontario, Canada BMO Full time

    Supports one or more Investment Advisors (IAs) and IA Team and staff, and Nesbitt Burns branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. As this role...


  • Oakville, Ontario, Canada Staffix Full time

    Our client, a well-established independent wealth management practice based in Oakville, is seeking a highly motivated and detail-oriented Investment Advisor Associate to join their team. This is an excellent opportunity for a licensed investment professional to work alongside a seasoned advisor, supporting the delivery of personalized financial strategies...