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Wealth Management Associate Jobs in Toronto, ON (NOW HIRING)

Royal Bank of Canada

Associate

Newmarket, ON

CA$37K - CA$50K/yr

RBC Dominion Securities is a relationship-focused investment and wealth management firm that ... Associate. By providing ongoing, exceptional service and support to our clients and our Advisor ...

National Bank

Senior Wealth Associate

Toronto, ON · On-site

A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability ... Ensure administrative tasks related to account management are completed smoothly and provide ...

Royal Bank of Canada

Associate Advisor

Oakville, ON

CA$90K/yr

RBC Dominion Securities is a relationship-focused investment and wealth management firm that ... As an Associate Advisor, you will work with an Investment Advisor team and be responsible for ...

Optimize Financial Group

Be Seen First

Junior Associate

Toronto, ON · On-site

Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to ... We are looking for a Junior Associate to join our Corporate Development team. This entry-level role ...

Scotiabank

IIA Senior Associate - Toronto

Toronto, ON · On-site

Requisition ID: 268318 ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service ... BRIEF INTRODUCTION As a Senior Associate you will work closely with a Wealth Advisor in the ...

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How much do wealth management associate jobs pay per year?

As of Aug 28, 2026, the average yearly pay for wealth management associate in Toronto, ON is $60,404.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,717.00 and $70,143.00 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 Toronto, ON?

The most popular types of Wealth Management jobs in Toronto, ON are:

What cities near Toronto, ON are hiring for Wealth Management Associate jobs?

Cities near Toronto, ON with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Toronto, ON as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 83% Physical, 5% Hybrid, and 12% Remote job distribution, with an average salary of $60,404 per year, or $29 per hour.

Associate Financial Advisor

King City, ON

Royal City Recruitment
See more jobs at Royal City Recruitmentexternal

CA$70K/yr

Full-time

PTO

Re-posted 10 days ago

Job description

Associate Financial Advisor

  • Compensation: 60,000 - $70,000 + commissions. 
  • Working Model: Schomberg office- In office
  • Vacation 
  • Benefits

About the Opportunity: 

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities.

This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. This role may have an opportunity to specialize in one or more product areas such as life, group, and wealth however will have a primary focus on Mutual Funds. 

How you will create impact: 
  • Support development of the agency operation through the sales and profitable growth of life, group and wealth management products. 
  • Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products. 
  • Proactively complete client reviews focusing on life and wealth management products. 
  • Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan. 
  • Complete front-line risk assessment and selection, following underwriting guidelines. 
  • Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility. 
  • Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately. 
Licencing Requirments: 
  • Mutual Fund Licence is required.
  • Life License is required or working towards.
  • General or other Insurance License(s) may be required depending on the specialty focus for the role. 
  • Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses. 
  • A minimum of two (2) years sales experience. 
  • Knowledge of insurance & investment products.

Performance of Core Functions:

  • Achievement of individual sales goals with a strong focus on consistent and proactive sales activity
  • Strong contribution to achievement of the agency goals
  • Contribution to achievement of multi-line client targets
  • Strong commitment to ongoing personal and professional development
  • Level of customer satisfaction as measured through client feedback
  • Demonstration of client needs analysis through commitment to use of financial security planning tools
  • Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines
  • Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback
  • Work independently and effectively use and apply the resources available

Impact on the Organization:

  • Contribution to profitable growth and positive retention in the agency as measured by key indicator reports
  • Contribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reports
  • Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information
  • Associate Life/Wealth Insurance Advisors are the face of the organization to our clients

What you need to know:

  • You will be subject to a criminal and credit check as a condition of employment, in the event you are the successful candidate