Associate Investment Advisor

Evergreen Wealth Management; Ontario; On-site; CAD 50,000 - 75,000; Full time

Job summary

Evergreen Wealth Management seeks a dynamic Associate Investment Advisor to support advanced financial planning and investment strategies for clients. This full-time position emphasizes growth, independence, and collaboration in a high-performance environment, ideal for candidates with a small, transferable book of business. Competitive compensation and a pathway to partnership are available. Apply today and take your career to new heights.

Benefits

Access to proprietary planning framework

Operational support with dedicated admin assistance

A path to future partnership

Competitive compensation structure including base salary and attractive grid

Resources and tools to help grow your book

Qualifications

• 5+ years of experience in a client-facing investment advisory role.
• Proven ability to develop new client relationships and grow AUM.
• Strong planning background and working knowledge of capital markets.

Responsibilities

• Prospect for new clients through outreach, referrals, and networking.
• Prepare and deliver customized financial plans.
• Execute trades and manage portfolio rebalancing.

Skills

Client Relationship Development

Financial Planning

Investment Strategy Implementation

Analytical Skills

Problem Solving

Education

CFP designation

CIM designation

CIRO licensed

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Tools

Conquest

Planworth

Job description

Position Type: Full-Time

Evergreen Wealth is a boutique advisory practice under iA Private Wealth, specializing in comprehensive wealth management for high-income professionals and sales executives. Our approach is grounded in our proprietary G.R.E.E.N. Method—a disciplined strategy focused on growth, risk management, and tax efficiency. We are expanding and seeking a client-focused Associate Investment Advisor with a strong growth mindset to join our team.

Position Overview:

We are looking for an experienced Associate Investment Advisor to support our lead advisor in delivering advanced financial planning, executing investment strategies, and managing client relationships. This role is ideal for an advisor with a small, transferable book of business who is looking to scale within a high-performance practice that values independence, collaboration, and long-term growth.

Key Responsibilities:

• Actively prospect for new clients through strategic outreach, referrals, and networking.
• Prepare and deliver customized financial plans using tools such as Conquest and Planworth.
• Execute trades, manage portfolio rebalancing, and support investment strategy implementation.
• Attend and contribute to client meetings, handling follow-ups, service needs, and account maintenance.
• Assist in onboarding new clients and maintaining a high-touch service model.
• Monitor compliance with CIRO regulations and internal best practices.
• Contribute to quarterly portfolio updates, newsletters, and market commentary.
• Collaborate on business development and marketing initiatives to drive practice growth.

Qualifications:

• CFP designation (or actively working toward completion).
• CIM designation is considered an asset.
• CIRO licensed (in good standing).
• 5+ years of experience in a client-facing investment advisory role.
• A small but growing book of business is preferred.
• Proven ability to develop new client relationships and grow AUM.
• Strong planning background and working knowledge of capital markets.
• Current completion of Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).
• In-depth verbal and written communication skills.
• In-depth collaboration and team skills.
• In-depth analytical, problem-solving, and influence skills.

What We Offer:

• Access to a proprietary planning framework and investment methodology.
• Operational support, including dedicated admin assistance.
• A path to future partnership.
• Competitive compensation structure including base salary and an attractive grid.
• Resources and tools to help grow your book and serve clients efficiently.

How to Apply:

Please send your resume and a brief cover letter outlining your interest in the role to [e-mail].

$50,000.00 – $75,000.00

Pay Type:

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

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