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Wealth Management Associate Jobs in Ontario (NOW HIRING)

EP Wealth Advisors, LLC

CA$60K/yr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...

BMO Financial

Executes a disciplined approach to all sales and wealth management strategies to support regional ... Completion of the Chartered Professional Associate (CPA) designation is preferred. * Life Insurance ...

National Bank

Wealth Associate (On-Site)

London, ON

Wealth management Location(s): London A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you ...

National Bank

Wealth Associate (On-Site)

Ottawa, ON

Wealth management Location(s): Ottawa A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you ...

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All JobsWealth Management Associate JobsWealth Management Associate Jobs in Ontario

Wealth Management Associate information

See Ontario salary details

$21K

$63.3K

$114.5K

How much do wealth management associate jobs pay per year?

As of Sep 8, 2026, the average yearly pay for wealth management associate in Ontario is $63,294.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $73,500.00 per year, depending on experience, location, and employer.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

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

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

What are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

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

The most popular types of Wealth Management jobs in Ontario are:

What cities in Ontario are hiring for Wealth Management Associate jobs?

Cities in Ontario with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Ontario as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $63,294 per year, or $30.4 per hour.

Associate Advisor, Wealth Management

Royal Bank of Canada

Waterloo, ON • On-site

Full-time

Posted 5 days ago

Job description

Job Description

What is the opportunity?

The RBC Dominion Securities ("RBC DS") branch located in Uptown Waterloo is looking for an experienced Associate Investment Advisor or Associate Advisor to join a Premier advisory team by providing exceptional client service as well as investment, wealth management and administrative support. Candidates must have at least 5-10 years of experience in the investment field.

What will you do?

  • Provide world class client service to our valued clients

  • Enhance the client relationship through executing the investment and wealth strategies of the IA as well as engaging financial planning and other wealth management resources of the team and RBC DS more broadly

  • Effective client communications (written and verbal), by phone, e-mail, and in-person

  • Utilize contact management system for daily task management

  • Investment research, analysis and analytics

  • Back up on trade execution

  • Support the IA by identifying and assisting growth of new business opportunities

  • Assist in the development of the team's investment strategy for clients

  • Event planning

What do you need to succeed?

Must-have

  • At least 5 years of experience in the investment field

  • CIRO licensed as a Registered Representative (RR) (Canadian Securities Course/CSC, Conduct and Practices Handbook/CPH, Wealth Management Essentials/WME) or equivalent CIRO licensing courses (Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam (RSE), conduct training and regulatory training requirements)

  • Exceptional verbal and written English skills - excellent communicator over the telephone

  • Bachelor's degree from an accredited post secondary institution

  • Attention to detail and strong organizational skills

  • Ability to successfully multi-task and change priorities mid-stream, as required

  • Advanced Microsoft Office skills (Word, Excel and PowerPoint)

  • Legally able to work in Canada

  • Role requires work from office

Nice to have

  • Finance, economics or business degree

  • Other professional of investment industry designations (such as CFP, etc)

What's in it for you?

We thrive on the challenge to be our best, to keep growing, and working together to deliver trusted advice to help out 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 with competitive compensation

  • Leaders who support your development through coaching and managing opportunities

  • Ability to make a difference and lasting impact

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

RBC is presently inviting candidates to apply for future vacancies. Applying to this posting allows you to express your interest in future career opportunities 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:

95 KING ST S:WATERLOO

City:

Waterloo

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-03

Application Deadline:

2026-12-31

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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