Sales Associate

Associate – Business Development & Wealth Growth Focus
Location:
Pickering, Ontario

As an Associate, you will support a Senior Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services to clients. This is a challenging, growth‑focused role ideal for someone who is passionate about financial planning and highly motivated by building a book of business through proactive outreach and relationship development
. This individual will play a key role in gathering new assets
, expanding the client base
, and developing strong relationships with high‑net‑worth clients and business owners within an already established, high‑performing practice.

You will have the opportunity to grow as a member of the team for many years to come and potentially take on greater responsibilities over time, including leading others and managing top client relationships.

• Proactively identifying and pursuing new business opportunities with high‑net‑worth families, professionals, and business owners
• Willingly and confidently engaging in outbound prospecting
  , including phone outreach, warm and cold calls, networking, and follow‑up with prospective clients
• Leveraging the existing client base and developing Centres of Influence to uncover HNW referral opportunities
• Designing and implementing business development strategies focused on asset gathering and client acquisition
• Finding more opportunities to serve current clients and deepen wallet share
• Gathering data from clients to prepare plans/proposals
• Jointly meeting with clients alongside the Senior Financial Consultant
• Helping the Senior Financial Consultant and team formulate recommendations for clients
• Building relationships with clients—independently or jointly with the Senior Financial Consultant
• Generating new business opportunities through strong relationships with current clients, professional networks, and Centers of Influence

• A Mutual Fund or Securities (RR) license and LLQP certification (or willingness to obtain)
• Minimum 3 years of industry experience
• Excellent written and verbal communication skills
• Strong computer skills in MS Office Suite (Outlook, Word, Excel, PowerPoint)
• A strong client‑service orientation with the ability to interact professionally on the phone and face‑to‑face

• A natural ability to connect with, motivate, and influence others
• Confidence paired with coachability and a high level of integrity
• A demonstrated track record of generating new business, attracting referrals, and helping clients achieve positive outcomes
• A willingness to proactively reach out to potential clients
  , including making outbound calls and initiating conversations
• Comfort working in a dynamic and successful practice where each team member may wear multiple hats
• A strong desire to learn, grow, and be mentored by experienced professionals