Overview / Summary

A well-established and growing wealth management practice is seeking a Associate Advisor – Asset & Wealth Management to support continued expansion within the GTA market. This opportunity is ideal for a driven, client-centric advisor who combines technical planning expertise with strong relationship management and business development capabilities.

You will work with high-net-worth individuals and families, delivering comprehensive financial strategies while contributing to asset growth and long-term client retention. This role offers a platform for advisors committed to building and scaling a sophisticated, planning-led practice.

What You’ll Be Doing

• Lead structured discovery, planning, and review meetings with high-net-worth clients

• Deliver comprehensive financial plans covering retirement, tax, estate, liquidity, and corporate structuring strategies

• Integrate holding companies, operating companies, and family structures into holistic planning models

• Coordinate with external professionals including lawyers and accountants

• Contribute to asset allocation strategy and implement model portfolios

• Monitor portfolio risk, rebalance as required, and communicate performance clearly and confidently

• Support alternative investment allocations (upon licensing)

• Generate consistent new Assets Under Management (AUM)

• Maintain a defined prospect pipeline and convert planning engagements into managed mandates

• Develop and cultivate professional referral relationships

• Deepen wallet share within existing client households

• Maintain exceptional CRM documentation and accurate KYC records

• Uphold regulatory and compliance standards in partnership with dealer back-office teams

• Track AUM growth and revenue metrics

Qualifications

• Active MFDA license (mandatory at time of hire)

• 5+ years of wealth management experience preferred

• Demonstrated experience working with high-net-worth clients

• Proven ability to lead client meetings and deliver structured, comprehensive financial plans

• Strong compliance awareness and CRM discipline

We are seeking candidates committed to long-term professional growth, credential progression, and building a sustainable advisory practice.

Trevor Frances Recruitment is an equal opportunity recruitment agency. We are committed to creating inclusive hiring processes and welcome applications from all qualified candidates regardless of race, ethnicity, gender, age, religion, disability, sexual orientation, or any other protected status. Accommodations are available upon request throughout the recruitment process.