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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 ...

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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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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 4, 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.

IIA Investment Associate, Global Wealth Management

Scotiabank

Toronto, ON • On-site

Full-time

Retirement

Re-posted 14 days ago

Key responsibilities

  • Work closely with a Wealth Advisor to develop and manage client relationships and provide effective client service.

  • Identify new business opportunities within existing clients and contribute to business development activities.

  • Prepare, analyze, and present reports and recommendations to clients.

Job description

Requisition ID: 268549

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture-life, family, business, and future. 
Our signature Enriched Thinking approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You'll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At ScotiaMcLeod, you're not just building a career-you're joining a firm where ideas spark, collaboration thrives, and you're empowered to reach your full potential while making a real impact in your clients' lives.

BRIEF INTRODUCTION 

As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities. 

IS THIS ROLE RIGHT FOR YOU 

In the role you will: 

  • Identify new business opportunities to gather additional assets and/or increase revenue 
  • Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base  
  • Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning 
  • Prepare, analyze, and present reports and recommendations to clients 
  • Work with the Advisor to develop and distribute client communication and marketing pieces 
  • Act as a leader to other associates on the team and within the branch by providing direction and coaching  
  • Regularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes  

 

DO YOU HAVE THE SKILLS 

We would love to work with you if you have: 

  • Experience in the securities industry 
  • Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO) 
  • Excellent verbal and written communication skills  
  • Meticulous attention to detail and excellent time management skills 
  • Exceptional client service skills, providing a professional and respectful experience 
  • Fluency in Spanish is preferred 

WHATS IN IT FOR YOU 

  • Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking 
  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers  
  • An organization committed to making a difference in our communities- for you and our clients 
  • An inclusive working environment that encourages creativity, curiosity and celebrates success  
  • Learning and Development - via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device 

#SWM

Location(s):  Canada : Ontario : Toronto 
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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