Associate Financial Advisor — Private Wealth Growth Track

SafeBridge Private Wealth; Toronto; On-site; CAD 75,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Commissions

Career progression

On-site in Toronto

Job summary

SafeBridge Private Wealth in Toronto seeks an Associate Financial Advisor to support the Managing Partner, coordinate client work, and help deliver tax-efficient planning and wealth management services. You will engage with clients, manage planning tasks, and align insurance and wealth strategies with client goals.

This role blends client-facing engagement with behind-the-scenes coordination and operational oversight, offering growth into a Senior Advisor role while learning from an experienced

Qualifications

• Fully life and mutual fund licensed in Ontario (required).
• 1–3+ years of experience in advisory, planning, or insurance support roles.
• Strong interpersonal and communication skills.
• High attention to detail and strong organizational discipline.

Responsibilities

• Support the Managing Partner and SafeBridge in serving legacy and HNW clients.
• Join discovery calls, follow-ups, and client reviews.
• Manage client communication, timelines, and service expectations.
• Ensure a consistent, white-glove advisory experience.
• Prepare analyses, illustrations, and tax-efficient strategy summaries.
• Coordinate underwriting, carrier communication, and case advancement.
• Identify planning opportunities based on client goals and circumstances.

Skills

Life license

Advisory experience

Interpersonal skills

Attention to detail

Job description

SafeBridge Private Wealth in Toronto seeks an Associate Financial Advisor to support the Managing Partner, coordinate client work, and help deliver tax-efficient planning and wealth management services. You will engage with clients, manage planning tasks, and align insurance and wealth strategies with client goals.

This role blends client-facing engagement with behind-the-scenes coordination and operational oversight, offering growth into a Senior Advisor role while learning from an experienced