Job Description
Associate – Business Development & Wealth Growth Focus
Location: Pickering, Ontario
As an Associate, you will support a Senior Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services to clients. This is a challenging, growth‑focused role ideal for someone who is passionate about financial planning and highly motivated by building a book of business through proactive outreach and relationship development. This individual will play a key role in gathering new assets, expanding the client base, and developing strong relationships with high‑net‑worth clients and business owners within an already established, high‑performing practice.
You will have the opportunity to grow as a member of the team for many years to come and potentially take on greater responsibilities over time, including leading others and managing top client relationships.<...