Full Time: Associate Financial Advisor
Salary: $65,000 – $75,000 + performance-based incentives
Retirement by Design is a growing financial planning firm seeking a relationship-driven Associate Advisor to take ownership of a defined group of growing clients and play a key role in supporting firm growth.
This role is designed to create capacity for senior advisors to focus on clients who require more advanced planning and business development, while you ensure an exceptional client experience and identify opportunities to deepen and grow relationships.
Key Responsibilities
What Success Looks Like
Qualifications
What We’re Looking For
This role is ideal for someone who enjoys building relationships, taking ownership, and growing within a firm. You should be someone clients trust quickly, who follows through consistently, and who looks for ways to deepen relationships—not just maintain them.
Why Join Us
We offer more than just a role—we provide a clear, structured career path designed to help you grow into a high-performing advisor.
Our firm follows a Two-Seat Advisor Model, giving you hands-on experience, mentorship, and a defined path for advancement. You’ll work alongside senior advisors, gradually increasing your responsibility, client exposure, and earning potential.
Throughout this path, you will:
This model is designed to develop, retain, and reward advisors with a growth mindset, while delivering a high level of service to every client.
Associate Financial Advisor • Ottawa, Ontario, Canada
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