Associate Financial Advisor

1 day ago

Mississauga, Ontario, Canada Essential HR Full time $60,000 - $75,000 per year
 Bridge Wealth & Benefits Inc. is a Desjardins-affiliated financial services firm specializing in life and health insurance, investment management, retirement planning, and wealth management. Our experienced advisors are committed to delivering personalized solutions and building lasting relationships with individuals and families. We combine the strength of the Desjardins network with a client-focused approach to help our clients protect their family, grow wealth, and achieve financial goals.

Position Summary/Objective: We are looking for an Associate Financial Advisor to join our advisory team and support two experienced Senior Advisors in providing thoughtful, personalized financial guidance to a diverse client base. If you enjoy building client relationships, crafting solutions, and working in a collaborative environment where your professional growth is supported, this could be the ideal next step in your career.

This is a great role for someone with solid industry experience and existing licensing (CSC + LLQP) who is ready to take on more advisory responsibility while continuing to learn and develop alongside seasoned professionals.

What You'll Do

In this role, you will be a key contributor in delivering an exceptional client experience. Your work will include:

  • Supporting Senior Advisors in providing customized financial planning, investment, and insurance solutions.
  • Preparing investment proposals and comparisons using tools such as Morningstar and CapIntel, ensuring recommendations align with client goals and risk tolerance.
  • Managing and servicing assigned client accounts, including follow-ups, renewals, and ongoing relationship support.
  • Conducting product and market research to support recommendations across investment, insurance, and wealth strategies.
  • Processing new business applications and maintaining accurate, compliant documentation within CRM and regulatory systems.
  • Participating in client meetings by preparing briefing materials, capturing notes, and coordinating follow-up actions.
  • Maintaining a strong understanding of products, compliance expectations, and firm processes.
  • Supporting the smooth operation of the practice through planning, administrative coordination, and client service.

What You Bring:

  • A university degree or college diploma in a related field.
  • Minimum 3 years of financial services experience, ideally in advisory, investment, or insurance support.
  • CSC and LLQP licenses (required).
  • Working knowledge of life, critical illness, disability, and travel insurance products.
  • Ability to interpret and clearly communicate financial concepts to clients.
  • Comfortable using MS Office and learning new platforms (e.g., Morningstar, CapIntel, CRM systems).
  • Strong attention to detail, organization, and ability to manage multiple priorities.
  • Excellent interpersonal skills with a genuine client-service mindset.
  • French language skills are an asset, but not required.

Why Join Us

  • Competitive base salary, bonus opportunity and health and dental benefits (after waiting period)
  • Work directly alongside experienced advisors with a vested interest in your growth and professional development.
  • Contribute meaningfully to the financial well-being of clients and build lasting relationships.
  • Be part of a supportive, collaborative environment where your contributions are valued.
  • Opportunities to take on increasing responsibility as you progress.

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