Wealth Advisor

Bridgeport Asset Management Inc.; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A financial advisory firm in Toronto seeks an Entry Level Wealth Management Advisor to support client engagement and financial planning initiatives. This role offers opportunities for growth and development in a collaborative environment focused on personalized wealth management. The ideal candidate is curious, empathetic, and possesses strong communication skills, along with relevant financial planning credentials.

Qualifications

• Entry level position with career growth potential.
• Experience with high-net-worth clients is ideal.
• Willingness to embrace cultural and design influence.

Responsibilities

• Support wealth management planning offerings.
• Assist in client meetings with a planning-first approach.
• Collaborate on planning workflows and insurance evaluations.

Skills

Strong communication skills

Organizational skills

Curiosity and empathy

Planning and stewardship

Education

CIM, CFA, or Associate Portfolio Manager eligibility

Financial planning credentials (CFP or PFP preferred)

Tools

Familiarity with planning tools

Job description

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Bridgeport Asset Management is an independent wealth management firm, combining deep financial planning expertise with disciplined, discretionary investment management.

We open the door to a more thoughtful kind of diversification—one that moves beyond traditional stock and bond allocations to embrace a wider set of opportunities. Our approach is designed to temper volatility, enhance long-term returns, and give clients greater clarity and confidence in shaping their financial future.

ABOUT THE ROLE

This is an ideal opportunity for someone who is ready to play a foundational role in shaping the next chapter of our firm. You’ll begin in a supporting role, working closely with senior team members on investment management and wealth planning needs for our growing client base.

As you grow, so will your responsibilities and influence. This role is built for someone with the vision and ambition to become a future leader—not only in portfolio management, but in redefining what full-service wealth means in Canada.

WHAT YOU’LL DO

In the first 12–18 months

• Support the development and delivery of Bridgeport’s wealth management planning offering
• Work closely with portfolio managers to integrate planning insights into investment conversations
• Participate in client meetings and follow-ups, bringing a planning-first lens to wealth conversations
• Prepare planning materials, client summaries, and internal briefing notes
• Leverage technology and tools to build scalable planning workflows
• Collaborate in the evaluation of insurance, tax, and estate considerations (directly or via partner firms)

Over time, you will

Become a direct relationship manager for client families

Help families engage across generations and values to foster productive dialogue and social harmony

Assist in designing and delivering tiered planning experiences that evolve with family complexity

Serve as a thought partner to the senior team in shaping the strategic direction of our wealth offering

WHO YOU ARE

Curious, empathetic, and relationship-driven—you see beyond numbers and want to help families thrive

Passionate about planning and stewardship—this isn’t just a job, it’s a calling

Ready to step into a growth role where you can influence culture, design, and client experience

Comfortable working in a boutique environment where everyone contributes beyond their title

Requirements

CIM, CFA and / or eligible to become registered as an Associate Portfolio Manager with the OSC

Financial planning experience and credentials (CFP or PFP preferred)

Strong communication and organizational skills

Familiarity with planning tools

Prior experience working with high-net-worth or family clients is ideal

Please note that we will only contact those candidates who are selected for an interview.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Industries

Investment Management

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