Associate Financial Advisor (Ahuntsic-Cartierville)

Full Time: Associate Financial Advisor Salary: $65,000 – $75,000 + performance-based incentives Retirement by Design is a growing financial planning firm seeking a relationship-driven

Associate Advisor

to take ownership of a defined group of growing clients and play a key role in supporting firm growth.

This role is designed to create capacity for senior advisors to focus on clients who require more advanced planning and business development, while you ensure an exceptional client experience and identify opportunities to deepen and grow relationships.

Key Responsibilities

Serve as the primary advisor for a portfolio of growing clients

Conduct regular review meetings and maintain proactive communication

Identify opportunities to expand existing relationships

Cultivate client relationships that consistently result in qualified introductions to potential new clients

Handle day-to-day client service requests efficiently and professionally

Deliver a high-quality, relationship-focused client experience

What Success Looks Like

All assigned clients are engaged in a consistent review process

Strong client retention and satisfaction

Growth in assets under management from both new and existing client relationships

A steady flow of client introductions

Growth-oriented mindset with a proactive approach

Acts as a robust team player by collaborating effectively, supporting team initiatives, and contributing to a positive, high-performance culture

Qualifications

2+ years of experience in financial services or wealth management

Mutual Funds license

LLQP Insurance license

Some financial planning knowledge a plan to obtain CFP designation

Excellent relationship-building and communication skills

High attention to detail and follow-through

Ability to manage multiple client relationships independently

What We’re Looking For This role is ideal for someone who enjoys building relationships, taking ownership, and growing within a firm. You should be someone clients trust quickly, who follows through consistently, and who looks for ways to deepen relationships—not just maintain them.

Why Join Us We offer more than just a role—we provide a clear, structured career path designed to help you grow into a high-performing advisor.

Our firm follows a

Two-Seat Advisor Model , giving you hands‑on experience, mentorship, and a defined path for advancement. You’ll work alongside senior advisors, gradually increasing your responsibility, client exposure, and earning potential.

Throughout this path, you will:

Build deep expertise in financial planning (FP) and client strategy

Receive ongoing mentorship and coaching

Develop both service and business development skills

Be supported by a team structure that allows you to focus on your strengths

This model is designed to

develop, retain, and reward advisors with a growth mindset , while delivering a high level of service to every client.

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