Private Wealth Associate for growing Mississauga office
- Mississauga, ON
- Hybrid
- Posted Oct 14, 2026
- 1 position
$65,000–$75,000 / year
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- Employment type
- Full-time
- Experience level
- Mid-level · 2+ years
- Minimum education
- Professional degree
- Posting language
- English
- Working hours
- 40 hours per week
- Office presence
- 2 days per week
- Seniority
- Not Applicable
- Application method
- Direct apply is available
Job summary
Support wealth management advisors and provide exceptional service to clients, including high-net-worth clients. Assist with financial planning and develop experience in portfolio management, investment strategy, and wealth planning.
Job details
Private Wealth Associate for growing Mississauga office Confidential Opportunity | Growth-Focused Wealth Management Career Are you a licensed Registered Representative looking to build a long-term career in wealth management with a firm that is growing and investing in its future? Due to the continued expansion of a successful and established Mississauga office, we are seeking a Private Wealth Associate to join a collaborative team dedicated to delivering exceptional client service and financial planning support. 2 Days Onsite This is an excellent opportunity for someone who enjoys building client relationships, supporting advisors, and gaining deeper exposure to portfolio management, investment strategy, and wealth planning. The role offers a clear path for professional development and career progression within the wealth management industry. What You'll Bring: Registered Representative (CIRO) licensing required (CSC and CPH completion) 3 years work experience in wealth management Strong client service and relationship management skills Experience supporting high-net-worth clients and advisors A detail-oriented, proactive approach and a desire to grow your career in wealth management Excellent communication and organizational skills What You'll Receive: Base salary of $65,000 - $75,000 15% annual bonus opportunity RRSP program Comprehensive benefits package Mentorship and ongoing professional development A supportive team environment with genuine opportunities for advancement If you're looking for more than just a job and want to join a growing wealth management practice where your career can evolve alongside the business, we'd love to hear from you. For a confidential discussion, please reach out to Martha Orr morr@deangroup.ca.
What you’ll do
Support wealth management advisors and provide exceptional service to clients, including high-net-worth clients. Assist with financial planning and develop experience in portfolio management, investment strategy, and wealth planning.
Requirements
Requires CIRO Registered Representative licensing, including completion of the CSC and CPH, and three years of wealth management experience. Candidates should have experience supporting high-net-worth clients and advisors, strong client service and relationship management skills, excellent communication and organizational abilities, and a proactive, detail-oriented approach.
Benefits
- Annual Bonus Opportunity
- RRSP Program
- Comprehensive Benefits Package
- Mentorship
- Ongoing Professional Development
- Career Advancement Opportunities
Listed skills
- Customer service · Preferred
- Organization · Preferred
- Attention to detail · Preferred
- Communication · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Client Service
- Relationship Management
- High-Net-Worth Client Support
- Advisor Support
- Financial Planning Support
- Portfolio Management
- Investment Strategy
- Wealth Planning
- Communication
- Organization
- Attention to Detail
- Proactivity
Job areas
- Finance & Accounting
- Customer Service & Support
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