welland on financial advisor Jobs – 9 Openings This Week

Associate Advisor Financial Services
Kameview Financial Services Inc. —St. Catharines, ON
- $55,000–$60,000 a year
- Full-time
- Microsoft Word
- Customer service
- English
Quick apply
Premier Banking Advisor
Royal Bank of Canada —Niagara Falls, ON
- Full-time
- Sales
- English
- Bachelor's
7d
Banking Advisor Intern
Royal Bank of Canada —Port Colborne, ON
- Full-time
- Sales
- Customer service
- Data analysis skills
8d
Financial Services Associate – Contact Centre – Full-Time (Hybrid)
Meridian Credit Union —St. Catharines, ON
- $60,000–$64,000 a year
- Weekends as needed
- Hybrid work
- Sales
- Finance
- Analysis skills
- Tuition reimbursement
- Paid time off
3h
Licensed Financial Services Associate - Full Time
Meridian Credit Union —St. Catharines, ON
- $52,000–$78,000 a year
- Evenings as needed
- Microsoft Outlook
- Sales
- Microsoft Office
- Tuition reimbursement
- Paid time off
2d
Canadian Private Client Adviser
Fisher Investments —Canada
- Employee assistance program
- Vision care

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Premier Banking Advisor
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University degree in Commerce, Accounting or Business Administration. Manage and execute the Premier Banking onboarding process and full range of personal…
7d

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Associate Advisor Financial Services

Kameview Financial Services Inc.
St. Catharines, ON

Quick apply

Job details

Permanent | Full-time
$55,000–$60,000 a year

Qualifications

Microsoft Word
Investment
Customer service
English
Microsoft Office
Finance
Administrative experience
Bachelor's
LLQP
Organizational skills
Financial services
Associate's degree
Time management

Full job description

Who we are

Kameview Financial Services Inc. is a growing advisory practice located in Ridgeville, ON (the Niagara Region). We are seeking an Associate Advisor to play a key role in supporting the Lead Advisor and enhancing the overall client experience.

This role is ideal for someone who wants to deepen their involvement in financial planning and client relationships - not just administration. You will work closely with the Lead Advisor to free up their capacity, while ensuring client needs are executed efficiently, accurately, and professionally.

What You Will Be Doing

Advisor Leverage & Client Meeting Support

Attend client meetings alongside the Lead Advisor to gain first-hand understanding of client needs and strategies to be implemented
Capture key action items and ensure timely follow-up and execution
Proactively manage post-meeting workflows to keep plans moving forward

Client & Advisor Support

Prepare client meeting materials and documentation
Respond to client inquiries with professionalism and care
Support ongoing client service and relationship management

Investment & Insurance Administration

Process new accounts, transfers, and ongoing account maintenance
Handle paperwork end-to-end, ensuring accuracy and completion
Support licensed activities such as death claims and client servicing (if licensed)
Liaise with carriers and internal partners to expedite processing

Client Service & CRM Management

Maintain accurate and up-to-date client records, notes, and documentation
Track follow-ups and ensure nothing falls through the cracks
Support onboarding and client communication initiatives

Calendar & Workflow Management

Coordinate and confirm client meetings
Stay ahead of upcoming priorities, deadlines, and deliverables

Operations & Compliance Support

Ensure documentation meets compliance standards (KYC, AML, etc.)
Maintain organized, audit-ready files
Support reporting, deposits, and administrative processes

Process Improvement & Team Support

Identify opportunities to improve efficiency and workflow
Contribute to a collaborative, team-first environment

Who You Are

You are a detail-oriented, organized professional who thrives in a structured wealth management environment. You value accuracy, confidentiality, and follow-through, and you take pride in supporting Advisors and clients through well-executed processes.

You are someone who anticipates needs, takes ownership, and follows through - helping the Advisor stay focused on high-value activities while you ensure everything behind the scenes runs seamlessly.

You also:

Have experience in an administrative or client service role within financial services
Have a solid understanding of investments and financial products
Are mutual fund licensed or committed to becoming licensed within 3 months
Understand compliance and documentation requirements (KYC, AML)
Are highly detail-oriented with strong organizational skills
Communicate professionally and build trust with clients and team members
Are tech-savvy, with proficiency in Microsoft Office 365
Think ahead, solve problems, and take initiative
Are reliable, discreet, and committed to high standards
Are eager to learn and potentially grow into a more advanced advisory role over time
Sun Life experience or familiarity is considered a strong asset

Why Join Us

Work closely with an experienced Lead Advisor and gain direct exposure to client planning
Be part of a collaborative, supportive environment
Opportunity to grow your career within financial services
Gain hands-on experience in both investment and insurance servicing
Play a meaningful role in improving client outcomes and experience

Compensation

The starting salary for this role is expected to be between $55,000 and $60,000. Compensation may be higher for candidates with mutual fund and insurance licensing, along with relevant industry experience.

Next Step

If you are personable, organized, experienced with investments and tech-savvy, we would love to hear from you! Apply today to join our team. Please note that Kim Poulin of The Personal Coach ([email protected]) is assisting us with this hiring process.

Job Types: Full-time, Permanent

Pay: $55,000.00-$60,000.00 per year

Benefits:

Company events
Discounted or free food
On-site parking

Application question(s):

Do you require sponsorship at any point in the future to work in Canada?
Are you presently living in the Pelham/Niagara Region and able to commute to the office daily to work onsite in Ridgeville Monday to Friday?

Education:

Bachelor's Degree (preferred)

Experience:

investment or insurance administration: 2 years (preferred)

Licence/Certification:

LLQP (preferred)
mutual funds registration/license (preferred)

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in welland on

Associate Advisor Financial Services

Premier Banking Advisor

Banking Advisor Intern

Financial Services Associate – Contact Centre – Full-Time (Hybrid)

Licensed Financial Services Associate - Full Time

Canadian Private Client Adviser

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