The Financial Advisor Associate is a junior position that is ideal for a recent university graduate
with a degree in commerce or business. The Associate will work with Yorkville’s Wealth
Advisors to assess client needs and circumstances to ensure clients meet their long-term
financial goals. The Associate will also help in generating new business, and build relationships
with prospects and clients.
clients’ financial information and needs. The Associate will help develop financial models
using NAVi plan (financial planning software) to demonstrate the benefits of the
recommended financial plan.
advisors to develop investment policies for clients that incorporate tax planning, insurance,
and managed portfolios.
presentations, coordinate branch/office/home visits, and coordinate invitations to events.
Required Qualification and Experience:
licensing exam (LLQP) within 9 months after joining Yorkville.
Yorkville is a boutique wealth management service provider that caters to affluent Canadians
and institutions. Yorkville operates from its head office in Toronto, and through two satellite
offices in Calgary and Ottawa. Yorkville’s competitive advantage is derived from its focus on
client services, natural bias to investing in the health care sector, and comprehensive wealth
solution offerings to clients.
Remuneration is competitive and is based on experience and qualifications.
Please note that only those selected for an interview will be contacted. Visit Yorkville’s web
page www.yorkvilleasset.com for additional information. Please send your resume to
Thank you for applying.