Wealth Associate: Mentored Path to Advisory Career

Oakbridge Search Partners is partnering with a large Canadian wealth management firm to hire a Wealth Associate in Newmarket, ON. You will support a senior advisor by preparing financial plans, portfolio reviews, and client materials, while participating in client meetings and following up on actions.

You will gain exposure to comprehensive financial planning across investments, retirement, tax, estate and insurance strategies, with a clear path toward an advisory career in a collaborative,