Associate Wealth Advisor – Client-Focused Planning

Raymond James Ltd.; Southwestern Ontario; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary

Annual bonus opportunity

Direct mentorship from experienced adv

Exposure to sophisticated wealth mgmt.

Long-term career growth

Collaborative team environment

Waterloo office location

Job summary

BLA Private Wealth in Waterloo, Ontario is seeking an Associate Advisor/Financial Planner to work with advisors and support the wealth management process. This salaried, full-time in-office role offers benefits and a potential annual bonus.

You will help prepare client meetings, assist with investment strategies, and coordinate onboarding and service requests while delivering exceptional client experiences in cross-border Canadian and U.S. wealth management.

Qualifications

• 3+ years in investment or wealth management with client meetings.
• CSC, CPH, and WME completed.
• Eligible for RR registration.
• Strong portfolio management knowledge.
• CFP/CIM/CFA designations preferred.

Responsibilities

• Prepare for client meetings through analysis and reviews.
• Assist advisors with investment strategies.
• Support portfolio construction, trading, and rebalancing.
• Prepare client materials and reports.
• Coordinate service requests and follow-up.
• Maintain client records and workflows.
• Assist onboarding and transfers.
• Support business development and events.
• Provide proactive client communication.
• Collaborate with professionals for cross-border planning.

Skills

Client meetings

Portfolio management

Communication skills

MS Excel

Education

CSC

CPH

WME

CFP/CIM/CFA

Tools

Microsoft Office

Job description

BLA Private Wealth in Waterloo, Ontario is seeking an Associate Advisor/Financial Planner to work with advisors and support the wealth management process. This salaried, full-time in-office role offers benefits and a potential annual bonus.

You will help prepare client meetings, assist with investment strategies, and coordinate onboarding and service requests while delivering exceptional client experiences in cross-border Canadian and U.S. wealth management.