Investment/Associate Advisor Role

If you’re an ambitious advisor ready to grow fast and think big, we want you on our team.

Oakwater Wealth Counsel, a well-established and fast-growing advisory practice, is seeking a dynamic and driven Investment/Associate Advisor to join our team. The ideal candidate brings at least three years of experience in financial services, along with a keen eye for detail, a collaborative mindset, and exceptional interpersonal skills. This is an exciting opportunity for someone looking to take their career to the next level within a forward-thinking firm that values innovation and operates beyond the traditional industry model.

About Oakwater Wealth Counsel:

Oakwater Wealth Counsel is an award-winning private wealth management practice that works closely with families to deliver expert guidance in areas such as tax strategy, portfolio construction, cash flow management, retirement, estate planning, and philanthropy. What sets our team apart is a commitment to challenging the status quo and thinking beyond traditional industry models to make a meaningful impact in the lives of our clients.

As a proud partner of Harbourfront Wealth Management, a dynamic, employee-owned CIRO-registered firm, we benefit from the strength and flexibility of a leading platform that supports independent, client-focused advice. This partnership allows us to offer truly customized financial services and holistic wealth management solutions tailored for high-net-worth individuals.

At our core, we believe that great people build great companies, and that philosophy drives everything we do.

You will:

• Collaborate closely with key principals of the practice to support and strengthen client relationships by liaising with clients, responding to inquiries, and proactively solving problems.
• Prepare monthly, quarterly, and annual reports, draft client correspondence, and take ownership of assigned projects.
• Process and follow up on security transactions, transfers, and related documentation.
• Manage incoming and outgoing client calls, ensuring timely and accurate responses to information requests.
• Contribute to the creation of holistic wealth management plans in partnership with the advisory team.
• Perform additional duties and support tasks as assigned.

The ideal candidate for this position has:

• Minimum of 3-years investment industry experience.
• Desire to work in a team environment and demonstrate a professional and friendly manner.
• Must have above average skills on NaviPlan or other financial planning software.
• IR/RR Licensed or successful completion of the Canadian Securities Course and the Conduct and Practices Handbook is an asset.
• Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint & Outlook
• Excellent verbal and written communication skills.
• Ability to learn quickly and identify opportunities to add value.
• Motivation for growth on the team.
• Strong organizational skills.
• Meticulous attention to detail.
• Ability to prioritize, multitask, work within time constraints and follow-up.

Salary Range:

$60,000- $80,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).

Actual title offered will be commensurate with experience, licensing and registration categories.

If you’re looking to take the next step in your advisory career and grow with a forward-thinking team, we want to hear from you. Please send an email to: [email protected]