On behalf of our client, a growing independent wealth management and financial planning firm based in Toronto, we are looking for a Wealth Management Associate to join their team.

This is an exciting opportunity for someone who enjoys being the operational backbone of a wealth management practice and wants to grow alongside a collaborative, entrepreneurial team. The successful candidate will support two Financial Advisors across client servicing, account administration, and day-to-day operations, while helping build scalable processes as the firm continues to expand.

Responsibilities

• Provide day-to-day administrative and operational support to two advisors and their clients
• Act as a key point of contact for client inquiries and follow-ups, delivering a high level of professionalism and responsiveness
• Assist with account documentation, onboarding activities, maintenance requests, and transaction processing
• Coordinate and prepare client materials, forms, and digital documentation with strong attention to detail
• Maintain accurate client records and support ongoing data management initiatives
• Track workflows, outstanding tasks, and deadlines to help keep client deliverables organized and on schedule
• Liaise with external partners and internal stakeholders to support smooth execution of client-related requests
• Contribute to process improvements and operational efficiencies as the business continues to grow
• Support additional projects and team initiatives as required

Skills & Qualifications

• Previous experience within wealth management, investment administration, financial advisory support, or a related financial services environment
• Strong understanding of client servicing and back-office operations within a financial advisory setting
• Comfortable working with digital tools, CRM systems, and document management platforms
• Familiarity with Canadian investment account structures and general industry processes is preferred
• Industry coursework or financial services licensing is considered an asset
• Exceptionally organized with strong attention to detail and follow-through
• Professional communicator with a client-first mindset and strong relationship management skills
• Self-motivated and able to work effectively in a flexible or remote work environment
• Interest in long-term growth and taking on increasing responsibilities over time

Why Join

• Opportunity to join a growing independent wealth management firm with strong long-term growth potential
• Clear career progression into a leadership or team lead role
• Exposure to the full scope of a modern wealth management practice
• Remote-first flexibility following initial in-person training in Toronto
• Collaborative, supportive, and entrepreneurial team environment