Talent.com
Hunter Mercantile
Associate Investment AdvisorHunter Mercantile • Toronto, Canada
No longer accepting applications
Associate Investment Advisor

Associate Investment Advisor

Hunter Mercantile • Toronto, Canada
8 days ago
Job type
  • Full-time
Job description
This range is provided by Hunter Mercantile. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range CA$75,000.00/yr – CA$100,000.00/yr

Direct message the job poster from Hunter Mercantile

The Client:

Our client, one of Canada’s preeminent wealth management firms, is seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch‑pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial planning process for a specific portion of their investment practice.

What the Associate Investment Advisor opportunity offers you:

A place to work where you are not a “number” but an integral part of a great wealth management team and where your ideas count

Excellent growth potential through the opportunity to manage a group of HNW clients as well as the chance to build your own book of business

A competitive compensation package that includes salary, bonus and benefits

An investment in you! Educational support for industry designations and broad support for your career excellence

As the Associate Investment Advisor, you will be responsible for:

Client Interaction:

The management of a specific portion of HNW clients within the wealth management practice. Delivering written and verbal presentations in client‑facing meetings. Developing and discussing financial planning solutions

Investment Strategy:

Contributing to the overall investment strategy and product selection; performing securities analysis and participating in market debates.

Portfolio Construction:

Assisting with the construction of various investment portfolios and managing client expectations through documented research.

Trading:

Executing daily, accurate trades in both discretionary and non‑discretionary formats.

Administration & Compliance:

Preparing compliance reports, account documentation, and dealer forms to maintain KYC and KYP standards.

As the ideal candidate you possess:

Experience:

A minimum of three years of relevant investment management experience within a CIRO (formerly IIROC) member investment dealer is preferred.

Licensing:

Existing securities licensing as an

IR, RR, APM, or PM

in Ontario.

Education:

An undergraduate degree with preference to those from Business, Finance, or Accounting.

Designations:

Special consideration to candidates who possess either CIM, CFA, CFP or RFP.

Software Proficiency:

Familiarity with investment trading systems and Microsoft software (Dynamics and SharePoint).

Financial Planning Tools:

Experience with Naviplan or Conquest is an asset.

Seniority level Associate

Employment type Full‑time

Job function Customer Service, Business Development, and Consulting

Industries Investment Advice, Investment Management, and Financial Services

Contact Hunter Mercantile

david@huntermercantile.com

www.huntermercantile.com

Hunter Mercantile is a corporate search firm recognized throughout North America as a boutique for placement in wealth management.

#J-18808-Ljbffr
Create a job alert for this search

Associate Investment Advisor • Toronto, Canada

Similar jobs

Portfolio Advisory Associate

Raymond James Ltd.richmond hill, on, ca
Full-time

Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Portfolio Advisory ... Show more

 • Promoted • New!

Associate, Investments

Spring Living Retirement CommunitiesToronto, ON, CA
Full-time

Spring Living Retirement Communities (springliving.Canadian senior living owner/operator, who currently owns and operates 28 retirement communities in Ontario and Quebec.The company has an ambitiou... Show more

 • Promoted

Investment Associate

WinchestersToronto
Full-time

Associate – Acquisitions and Asset Management.This company is a fast-growing real estate company in North York.You will get experience and insight into the multifaceted operations and execution of ... Show more

 • Promoted

Investment Advisor

IaawgToronto, ON, CA
Full-time

The iA Wealth Advice Centre at iA Private Wealth takes a personalized and comprehensive approach to wealth planning, investment management, and protection for clients.Operating primarily through vi... Show more

 • Promoted

Associate in Private Equity Investments

Clairvest Group Inc.Toronto, ON, CA
Full-time

Step into an Associate role in Private Equity and support the investment process through research and detailed analysis.Engage actively with a team committed to impactful investment strategies.This... Show more

 • Promoted

Investment Advisor

Manulife WealthToronto, ON, CA
Full-time

Wealth Management Associate (Path to Investment Advisor).Diligence Wealth Management – 3300 Bloor Street West, Toronto, ON.Performance Bonuses (Contractual Phase) |.We are hiring in Toronto — but t... Show more

 • Promoted

Associate in Private Investment Operations Focusing on Excellence

Canada Pension Plan Investment BoardToronto, ON, CA
Full-time

Advance your career as an Associate in Private and Alternative Asset Operations, focusing on delivering operational excellence in a flexible, hybrid work setting.Collaborate with top-tier professio... Show more

 • Promoted

Investment Strategy Associate Position

Stonewood Group Inc.Toronto, ON, CA
Full-time

Become a vital player as an Investment Strategy Associate, guiding a fund's direction.Harness your insights while building critical relationships in the investment landscape.In this key position, y... Show more

 • Promoted

Associate Investment Advisor I

TD BankToronto, Ontario, Canada
Full-time

Nous et certains tiers sélectionnés utilisons des technologies et des outils de suivi (témoins) pour recueillir des renseignements sur votre utilisation de ce site Web.Les témoins essentiels soutie... Show more

 • Promoted

Investment Associate

Mastercard Foundation Asset ManagementToronto
Full-time

POSITION: Associate, Investments.Mastercard Foundation Asset Management.Full-time in office (3-4 days per week).Be part of a new and growing asset management company.ABOUT MASTERCARD FOUNDATION ASS... Show more

 • Promoted

Investment Associate for Client Relations

Wellington-Altus Financial Inc.Toronto, ON, CA
Full-time

Shape client relationships as an Investment Associate focused on client service excellence.Deliver personalized support and compliance assurance for high-value clients.This role involves assisting ... Show more

 • Promoted

Investment Analyst/Associate

NADGNorth York, ON, Canada
Full-time

NADG is a privately owned, vertically integrated real estate platform with over $6 billion of assets under management.NADG has been active in the acquisition and development / redevelopment of over... Show more

 • Promoted

Associate for Alternative Investment Structuring

iCapitalToronto, ON, CA
Full-time

Contribute to innovative fund origination strategies as an Associate.Focus on supporting the lifecycle of hedge funds and alternative investment products in a collaborative team setting.This role i... Show more

 • Promoted

Investment Advisor

Ventum FinancialToronto, ON, CA
Full-time

Canadian-owned investment firm managing more than $8 billion in assets with nearly 400 employees across 13 offices nationwide.Founded on trust, experience and ambition, Ventum prioritizes excellenc... Show more

 • Promoted

Associate Investment Advisor

Hunter MercantileToronto, ON, CA
Full-time

This range is provided by Hunter Mercantile.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Direct message the job poster from Hunter Mercantile... Show more

 • Promoted

Investment Sales Associate with iA Financial

IaawgToronto, ON, CA
Full-time

Boost your career as an Investment Sales Associate at iA Financial Group in Toronto.This inside wholesaling role is key to advancing our investment solutions through advisor engagement.In this full... Show more

 • Promoted

Associate for Investment Analysis

ClairvestToronto, ON, CA
Full-time

Become a vital part of an investments team as a Private Equity Associate, helping to drive the investment strategy.Your analytical skills will be key in sourcing and assessing investment opportunit... Show more

 • Promoted

Investment Advisor

Oakbridge Search Partnersmarkham, on, ca
Full-time

Investment Advisor/ Retail Sales Associate.Boutique Mining-Focused Investment Dealer | Toronto, ON | 2–3 Years Experience CIRO Registered.Our client is one of Canada's leading mining-focused invest... Show more

 • Promoted • New!

Investment Advisor - Oakbridge Search Partners

Oakbridge Search Partnersmarkham, on, ca
Full-time

Investment Advisor/ Retail Sales Associate.Boutique Mining-Focused Investment Dealer | Toronto, ON | 2–3 Years Experience CIRO Registered.Our client is one of Canada's leading mining-focused invest... Show more

 • Promoted • New!

Investment Associate Position Focused on Growth Fund Strategies

Ontario Teachers' Pension PlanToronto
Full-time

Step into an impactful Investment Associate role within a dynamic fund investing team.Drive growth through evaluating investment opportunities, supporting fund strategies, and managing key relation... Show more