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Wealth Associate Jobs in Ontario (NOW HIRING)

BMO Financial

Wealth Sales & Service BMO Private Wealth is centered on long‑term client relationships. We support high‑net‑worth clients and families with tailored advice across investments, planning, and ...

BMO Financial

Wealth Sales & Service BMO Nesbitt Burns has been a cornerstone of Canada's investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client ...

BMO Financial

CA$56K - CA$103K/yr

... Wealth, delivering discretionary portfolio management solutions to high-net-worth and ultra-high-net-worth clients. The Associate Investment Counsellor manages a portfolio of clients to retain and ...

BMO Financial

The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff, and Private Wealth branch operations with day-to-day administration and provides exceptional client ...

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Wealth Associate information

What does a wealth associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

What are the typical growth opportunities for a wealth associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

What are the key skills and qualifications needed to thrive as a wealth associate?

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.

What are the most commonly searched types of Wealth jobs in Ontario?

The most popular types of Wealth jobs in Ontario are:

What cities in Ontario are hiring for Wealth Associate jobs?

Cities in Ontario with the most Wealth Associate job openings:

Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Ontario as of August 2026, with employment types broken down into 1% As Needed, 63% Full Time, 34% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Associate Wealth & Investment Advisor

Royal Bank of Canada

Aurora, ON • On-site

Full-time

Posted 28 days ago

Job description

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Aurora is seeking an Associate Wealth & Investment Advisor to join a high performing Advisory Team. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.

What will you do?

  • Help build and execute business plans, client segmentation, and client service plans.

  • Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.

  • Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.

  • Deepen existing relationships with Centers of Influence (COIs) through ongoing management.

  • Trading and / or Portfolio Rebalancing

  • Conduct ongoing research on markets and investments, provide regular updates to the advisory team.

  • Support advisory team and client through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up.

What do you need to succeed?

Must-have

  • Approval as a Registered Representative (RR) with CIRO or willing to obtain in the first year

  • Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)

  • University degree

  • A self-directed individual with a growth and goals-oriented mindset

  • Exceptional written and verbal communication skills

Nice-to-have

  • 4 years or more of professional experience within investment industry

  • Meticulous attention to detail and strong problem solving and analytical skills

  • Highly-developed client service skills

  • CIM or CFA is an asset

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

  • Work in a dynamic, collaborative, progressive, and high-performing team

  • Opportunities to do challenging work

  • Opportunities to building close relationships with clients

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

14785 YONGE ST:AURORA

City:

Aurora

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-17

Application Deadline:

2026-08-15

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Employment Type: FULL_TIME

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