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Wealth Management Associate Jobs in Ontario (NOW HIRING)

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Private Client Associate, Branch Support Assistant, Operations Assistant, Private Banking Associate, etc.). RBC Wealth Management provides students the opportunity to gain in-depth, hands-on ...

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Wealth Management Associate information

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$21K

$63.3K

$114.5K

How much do wealth management associate jobs pay per year?

As of Sep 3, 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.

Client Experience Associate

Harbourfront Wealth Management

Toronto, ON • On-site

Full-time

Re-posted 26 days ago

Job description

Who we are:
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $16 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great companies.
Career Opportunity:
Cumberland Private Wealth, in partnership with Harbourfront Wealth, is a leading discretionary wealth management firm advising high-net-worth individuals, families, and foundations across Canada. We are seeking a Client Experience Associate plays a key role in supporting Client Portfolio Managers (CPMs) by delivering exceptional administrative, operational, and business development support. This role ensures superior and personalized client experience through diligent account management, client service excellence, and seamless coordination of client-facing activities.
You will be responsible for:
  • Responding promptly and effectively to requests from clients, advisors and CPMs;
  • Completing new client account openings and ensure annual maintenance of existing accounts is accurate, up to date, and compliant with internal policies;
  • Supporting CPMs in all aspects of client relationship management, including preparing materials, scheduling, and organizing client meetings (in person or online);
  • Ensuring that all reports and documents presented to clients (monthly, quarterly and annually) reflect information that is both complete and of the highest quality, and are produced and delivered within the required timelines;
  • Collaborating with other team members in business development initiatives, special events and process improvement projects;
  • Providing reception coverage and event support as required.
 
The ideal candidate for this position can:
  • Demonstrate a commitment to ethical conduct and integrity ensuring all client interactions are handled with professionalism and trustworthiness;
  • Bring an excellent attitude and a dedication to extraordinary service, consistently exceeding expectations;
  • Demonstrate strong interpersonal skills, communicating effectively and collaborating across in‑person, phone, and virtual channels;
  • Showcase exceptional problem-solving abilities, tackling challenges with creativity and confidence;
  • Maintain strong organizational skills to effectively manage tasks and priorities;
  • Excel in dynamic environments and adapt to change with ease, managing a high volume of competing priorities while maintaining focus;
  • Exhibit critical thinking and outstanding communication skills, both written and verbal, to deliver clear and impactful messages;
  • Uphold the highest levels of confidentiality, safeguarding sensitive information and ensuring trust in every interaction.

The ideal candidate for this position has:
  • A bachelor’s degree in business, finance, or related fields is ideal, but equivalent experience will be given consideration;
  • 5+ years in an administrative or client-support role, ideally in financial services, wealth management, or a similar environment;
  • Experience in financial planning is an asset;
  • Registered with CIRO as an Investment Representative (IR) or Registered Representative (RR) or meets the requirements to register;
  • Comfortable with tools like Microsoft Office (Word, Excel, Outlook, Teams) and learning other systems;
Working Conditions:
  • Working hours: standard 40 hours (8:30 -5:30)
  • Completion of tasks within a fixed time frame
  • Occasional requirement to work overtime

Diversity and Inclusion
Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.