Associate Advisor – Asset & Wealth Management

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, ...

Ready to Apply?

Submit your application today and join our talented team at Trevor Frances Recruitment.