Accounting & Finance

Associate Wealth Advisor – Client-Focused Planning

Raymond James Ltd.

Southwestern Ontario · Ontario · Canada

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BLA Private Wealth in Waterloo, Ontario is seeking an Associate Advisor/Financial Planner to work with advisors and support the wealth management process. This salaried, full-time in-office role offers benefits and a potential annual bonus.

You will help prepare client meetings, assist with investment strategies, and coordinate onboarding and service requests while delivering exceptional client experiences in cross-border Canadian and U.S. wealth management.

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Reference: WJ-4483_1565314 · Posted 09 Nov 2026, 02:49 PM

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