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Wealth Management Associate Jobs in Kitchener, ON

Royal Bank of Canada

Associate Advisor

Waterloo, ON · On-site

CA$38K - CA$60K/yr

... Associate Investment Advisor or Associate Advisor to join a Premier advisory team by providing ... WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-05-04 Application Deadline ...

Royal Bank of Canada

Associate

Guelph, ON · On-site

CA$75K - CA$100K/yr

... associates, advisors, and financial planners in the country, then you should definitely read on ... investment management, wealth management, and client service experiences. We also actively ...

Ci

Financial Operations Associate

Burlington, ON · On-site

CA$50K - CA$58K/yr

We are seeking a highly motivated and detail-oriented Financial Operations Associate to join our ... Experience in wealth management, investment operations, or dealer operations. * Familiarity with ...

Td

PIA Client Service Associate

Kitchener, ON · On-site

CA$43K - CA$56K/yr

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...

Td

Associate Private Banker

Kitchener, ON · On-site

CA$69K - CA$98K/yr

TD Wealth, Private Wealth Management provides high-net worth & ultra-high-net worth clients with ... We are currentlyhiring foran Associate Private Banker. This role is part of the Developing Private ...

Td

Private Trust Client Service Associate

Kitchener, ON · On-site

CA$52K - CA$74K/yr

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth ... As Private Trust Client Service Associate , you will provide consistent administrative, analytical ...

Royal Bank of Canada

Marketing Associate

Waterloo, ON · On-site

CA$37K - CA$50K/yr

By centralizing marketing presentation development, the Marketing Associate will enable the ... WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-07-23 Application Deadline ...

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All JobsWealth Management Associate JobsWealth Management Associate Jobs in Kitchener, ON

Wealth Management Associate information

See Kitchener, ON salary details

$19.6K

$59.1K

$106.8K

How much do wealth management associate jobs pay per year?

As of Aug 8, 2026, the average yearly pay for wealth management associate in Kitchener, ON is $59,052.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,649.00 and $68,574.00 per year, depending on experience, location, and employer.

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.

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 cities near Kitchener, ON are hiring for Wealth Management Associate jobs? Cities near Kitchener, ON with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Kitchener, ON as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $59,052 per year, or $28.4 per hour.

Wealth Planning Consultant, Private Wealth

BMO Capital Markets

Waterloo, ON

Full-time

Medical, Life, Retirement

Re-posted 15 days ago

Job description

Application Deadline:

08/19/2026

Address:

20 Erb Street West

Job Family Group:

Wealth Sales & Service
Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience.
  • Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.
  • Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.
  • Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.
  • Develops internal/external networks and referral sources to grow business within the assigned region.
  • Ensures that the region's client experience standards for financial planning and client relationship development are met.
  • Acts as a trusted advisor to assigned business/group.
  • Assists in the development of strategic plans.
  • Identifies emerging issues and trends to inform decision-making.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Works closely with Investment Advisors in the development and delivery of HNW management solutions.
  • Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.
  • Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.
  • Builds effective relationships with internal/external stakeholders.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.
  • Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.
  • Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.
  • Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.
  • Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.
  • Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.
  • Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.
  • Protects the Bank's assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.

    Qualifications:

  • Experience in selling to Investment Advisors or HNW clients.
  • Experience in financial planning is required.
  • CFP designation (IQPF in Quebec)
  • Completion of the Chartered Professional Associate (CPA) designation is preferred.
  • Life Insurance designation is considered an asset.
  • Trust & Estate Practitioner.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.
    This job posting is for a current vacancy
    Please note the target salary range for this specific position in $64,000 is $114,000.

This is a planned recruitment for future vacancies.

Salary:

$62,800.00 - $112,800.00

Pay Type:

Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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