OVERVIEW

We are seeking a dedicated and client-centric Client Relationship Associate to join our thriving independent wealth management team in North Bay, Ontario. This role offers a unique opportunity to work in a top-tier practice. We are committed to the long-term financial wellness of our clients by making the complex simple with tax-efficient financial plans.

EXPERIENCE AND QUALIFICATIONS:

• Must be licensed in mutual funds.
• Insurance license is a plus; willingness to obtain is required.
• CFP designation is preferred—willingness to work towards is expected.
• Bilingual.

• Manage client service strategy, including booking appointments with existing clients.
• Collaborate on comprehensive, personalized financial plans tailored to individual client needs.
• Foster strong client relationships with a focus on long-term financial success.
• Collaborate with team members to deliver exceptional service and advice.