Wealth Management Associate Advisor

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...

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...

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. Support investment advisors in providing superior customer...

ResponsibilitiesAct on lead advisors' instructions, attend client meetings, present investment ideas, and promote disciplined investor behavior.Assist in research, analysis, asset mix decisions, and investment product selection.Prepare investment policy statements, investment proposals, and client review presentations.Provide high-quality client service...

Attendance Hybrid Job number 27113 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time  Full Time / Part Time? Full-Time Posting date 17-Jun-2025 Location: Oakville, Ontario City Oakville Province/State Ontario Area(s) of interest: Wealth management A career as a Wealth Associate at National Bank is a job where you can...

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...

Attendance On-Site Job number 30329 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 08-Jan-2026 Area(s) of interest: Wealth management Location(s): Oakville A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work...

Attendance On-Site Job number 29710 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 25-Nov-2025 Area(s) of interest: Wealth management Location(s): Oakville A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work...

A leading financial services firm in Oakville is looking for an Associate Advisor to support its investment advisory team. You will manage client relationships, provide proactive advice, and help deepen existing connections. Ideal candidates will have a university degree, investment regulatory certifications, and advanced skills in MS Excel. The role offers...

Bellwether 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 career....