Talent.com
Hunter Mercantile
Associate Investment AdvisorHunter Mercantile • Toronto, Ontario, CA
Associate Investment Advisor

Associate Investment Advisor

Hunter Mercantile • Toronto, Ontario, CA
30+ days ago
Salary
CA$100,000.00 yearly
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, Ontario, CA

Similar jobs

Investment Associate

Wellington-Altus Private Wealth Inc.Toronto, ON, CA
Part-time

This posting is for an existing vacancy in Wellington-Altus’s Toronto office.Founded in 2017, Wellington-Altus Financial Inc.Wellington-Altus) is the parent company to Wellington-Altus Private Coun... Show more

 • Promoted

Mizuho | Greenhill – Investment Banking M&A Associate (Toronto)

Greenhill & Co.toronto, on, Canada
Full-time

Greenhill, acquired by the Mizuho Financial Group in 2023, is a part of the Mizuho Americas Corporate and Investment Bank.Greenhill focuses on providing strategic and financial advice on significan... Show more

 • Promoted

Investment Advisor Associate

Raymond James Ltd.Toronto, ON, CA
Full-time +1

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

 • Promoted

Investment Associate in Private Equity

ClairvestToronto, ON, CA
Full-time

Shape your future in finance as a Private Equity Associate in Toronto.This position focuses on detailed investment analysis and strategy execution within a seasoned team.We are in search of a Priva... Show more

 • Promoted

Investment Advisor

MercorToronto, ON, CA
Part-time

This range is provided by Mercor.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Financial Advisors to collaborate with a top AI research lab.In... Show more

 • Promoted

Canderel Investment Associate Position

Canderel GroupToronto, ON, CA
Full-time

Advance your career as an Investment Associate at Canderel, pivotal in analyzing real estate investments.Utilize your financial modeling skills to foster inclusive community development across Cana... Show more

 • Promoted

Senior Associate/Principal - Investment Products

Validus Risk Management Ltd.toronto, on, Canada
Full-time

The role focuses on Business Development for our Investment Solutions and Products within the broader BDCC structure and has a dual reporting to the firm’s Chief Investment Officer and Head of Nort... Show more

 • Promoted

Investment Associate Opportunity in Toronto

ScotiabankToronto, ON, CA
Full-time

Advance your career as an Investment Associate with Scotiabank in Toronto, Ontario, focusing on client service and business growth.Collaborate closely with a Wealth Advisor to drive sales activitie... Show more

 • Promoted

Associate, Investments

NADGToronto, ON, CA
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 Investment Advisor

Richardson WealthToronto, ON, CA
Full-time

We are looking for an Associate advisor and Operations Manager in our Toronto location managing client investments, relationships, initiating, implementing and maintaining operations with our advis... 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

Developing Investment Advisor - Oakville, Burlington & Hamilton - C$50,000 - C$100,000 A Year

TdEast York, Canada
Full-time

Seeking an Investment Advisor to build a client base for high-net-worth individuals, develop wealth management strategies, and manage investment portfolios.Requires prospecting, sales strategy impl... 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

ScotiaMcLeod Investment Associate Position

Scotia Wealth ManagementToronto, ON, CA
Full-time

Shape your career as an Investment Associate at ScotiaMcLeod in North York, Ontario, providing comprehensive client service while supporting business growth.You are integral to identifying new oppo... Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsToronto, ON, CA
Full-time

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more

 • Promoted

Associate – Fund Investment & Managed Solutions

HL022 Hamilton Lane (Canada) LLCtoronto, on, Canada
Full-time

Join Hamilton Lane, a global leader in private markets, as we scale to meet the demands of our growing client base.Here, you’ll work with ambitious, high‑performing teams built on integrity, candor... Show more

 • Promoted

Associate, Private Equity Portfolio Strategy

CPP Investments | Investissements RPCToronto, ON, CA
Full-time

Joining CPP Investments means joining one of the world’s most admired and respected institutional investors to drive a single mandate: to deliver strong, sustainable returns for generations of Cana... Show more

 • Promoted

Investment Advisor

RBC Dominion SecuritiesToronto, ON, CA
Full-time

As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals while we help you reach yours.If you have dreamed of starting your own business, RBC offers the trai... Show more

 • Promoted

Associate, Investments

North American Development GroupToronto, ON, CA
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

ScotiaMcLeod Investment Associate - Toronto Plaza

ScotiabankToronto
Full-time

As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business... Show more