Job Description
Overview / Summary
A well-established and growing wealth management practice is seeking a Associate Advisor – Asset & Wealth Management to support continued expansion within the GTA market. This opportunity is ideal for a driven, client-centric advisor who combines technical planning expertise with strong relationship management and business development capabilities.
You will work with high-net-worth individuals and families, delivering comprehensive financial strategies while contributing to asset growth and long-term client retention. This role offers a platform for advisors committed to building and scaling a sophisticated, planning-led practice.
What You’ll Be Doing
Lead structured discovery, planning, and review meetings with high-net-worth clients
Deliver comprehensive financial plans covering retirement, ...