Associate Financial Advisor
Associate Financial Advisor
BLA Private Wealth | Raymond James Ltd.
Waterloo, Ontario | Full-Time | In Office
About BLA Private Wealth
At BLA Private Wealth, we help successful individuals, professionals, business owners and families build, preserve and transition wealth through disciplined investment management and thoughtful planning. Our practice is built on a personalized approach that integrates portfolio management, tax-efficient wealth strategies, retirement planning, estate considerations, and cross-border expertise for Canadian and U.S. clients.
As our team continues to grow, we are seeking an experienced and highly motivated Associate Financial Advisor to work closely with our advisors in delivering exceptional client experiences and supporting all aspects of the wealth management process.
This role offers meaningful client exposure, portfolio management responsibilities, and opportunities for professional development.
What You Will Do
As an Associate Financial Advisor, you will work directly with advisors and play an integral role in the management of client relationships and investment portfolios.
Key responsibilities include\:
- Provide exceptional service and proactive communication to clients.
- Prepare for client meetings through account analysis, portfolio reviews, and ongoing monitoring.
- Assist advisors in implementing investment and wealth management strategies.
- Support portfolio construction, trading, rebalancing and investment execution activities.
- Conduct investment research, portfolio analysis and market-related projects.
- Prepare client meeting materials, reports and presentation packages.
- Coordinate client service requests and ensure timely follow-up on client needs.
- Maintain accurate client records and workflows using internal systems.
- Collaborate with wealth planning specialists and other professional resources when appropriate.
- Assist with onboarding new client relationships and account transfers.
- Support business development initiatives, client events and referral opportunities.