Associate Advisor – Asset & Wealth Management

Trevor Frances Recruitment • Mississauga, Canada

Location Mississauga, Ontario
Job Type Full-time
Posted March 18, 2026

Role Description


 



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, ...

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