Private Wealth Associate for growing Mississauga office

Dean Group; Toronto; On-site; CAD 65,000 - 75,000; Full time

Benefits offered by this job

RRSP program

Comprehensive benefits package

Mentorship and ongoing professional 개발

Job summary

Dean Group seeks a Private Wealth Associate to join a Mississauga office, focusing on client relationships, wealth planning support, and collaboration with advisors. The role offers mentorship and professional development in a growing wealth management practice.

The successful candidate will engage in portfolio management exposure and investment strategy while delivering high-quality client service. Onsite work is required, with clear career progression opportunities.

Qualifications

• Licensed Registered Representative (CIRO) licensing required (CSC and CPH completion).
• Minimum 3 years work experience in wealth management.
• Strong client service and relationship management skills.
• Experience supporting high-net-worth clients and advisors.

Responsibilities

• Build and nurture client relationships and support advisors.
• Provide portfolio management exposure, investment strategy and wealth planning support.
• Collaborate within a growth-focused team to deliver exceptional service.

Skills

Licensed Representative

Wealth management experience

Client relationship skills

High-net-worth support

Attention to detail

Communication & organization

Job description

Private Wealth Associate for growing Mississauga office - Confidential Opportunity | Growth-Focused Wealth Management Career

Are you a licensed Registered Representative looking to build a long-term career in wealth management with a firm that is growing and investing in its future? Due to the continued expansion of a successful and established Mississauga office, we are seeking a Private Wealth Associate to join a collaborative team dedicated to delivering exceptional client service and financial planning support. 2 Days Onsite This is an excellent opportunity for someone who enjoys building client relationships, supporting advisors, and gaining deeper exposure to portfolio management, investment strategy, and wealth planning. The role offers a clear path for professional development and career progression within the wealth management industry.

What You'll Bring:

• Registered Representative ( CIRO) licensing required ( CSC and CPH completion)
• 3 years work experience in wealth management
• Strong client service and relationship management skills
• Experience supporting high-net-worth clients and advisors
• A detail-oriented, proactive approach and a desire to grow your career in wealth management
• Excellent communication and organizational skills

What You'll Receive:

• Base salary of $65,000 - $75,000
• 15% annual bonus opportunity
• RRSP program
• Comprehensive benefits package
• Mentorship and ongoing professional development
• A supportive team environment with genuine opportunities for advancement

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