Port Hope, On Financial advisor Jobs – 12 Openings This Week

Associate Financial Advisor
Matthews + Associates —Peterborough, ON
- $45,000–$50,000 a year
- Full-time
- Hybrid work
- Customer service
- English
- Finance
- Profit sharing
- Wellness program
Quick apply
1d
Client Services Associate
Matthews + Associates —Peterborough, ON
- $50,000–$54,000 a year
- Full-time
- Hybrid work
- English
- Finance
- Administrative experience
- Profit sharing
- Wellness program
Quick apply
14d
Sales Associate Advisor, Advisor, Sales Manager, Insurance and Investments
Sun Life Financial —Ontario
- Full-time
- Sales
- Business development
- In-person
Quick apply
Financial Planner
Kawartha Financial Services —Peterborough, ON
- $85,000 a year
- Hybrid work
- Finance
- Business
- Dental care
Financial Services Representative (Contract)
CIBC —Brighton, ON
- Full-time
- Sales
Banking Advisor
National Bank of Canada —Oshawa, ON
- Part-time
- Customer service
- English
- Wellness program
- Employee assistance program
Financial Advisor
Co-operators General Insurance Company —Oshawa, ON
- Hybrid work
- English
- Communication skills
Quick apply
Financial Services Representative - 3 Month contract - Full time
Meridian Credit Union —Courtice, ON
- $47,775–$62,200 a year
- Weekends as needed
- Sales
- Analysis skills
- No university degree
- Tuition reimbursement
- Paid time off
Associate Planner - Bowmanville
TD Bank —Bowmanville, ON
- $60,000–$70,000 a year
- Full-time
- Sales
- Business development
- Bachelor's
- Paid time off
Manager, Client Advice
CIBC —Peterborough, ON
- Weekends as needed

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2d

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Associate Financial Advisor

Matthews + Associates
Peterborough, ON

Quick apply

Job details

Permanent | Full-time
1 day ago

Benefits

Profit sharing
Extended health care
Wellness program
Disability insurance
Dental care
Paid time off
Company events
RRSP
Life insurance

Skills

Customer service
English
Finance
Administrative experience
Database administration
Database management
CFP
Financial services
CSC
Communication skills
Office experience

Full job description

About Us

Matthews + Associates is a retirement-focused wealth management firm in Peterborough, Ontario, operating under Aligned Capital Partners Inc. (ACPI) as broker-dealer. We manage roughly $110M for about 110 households. We run as a single advisory pod today and are building toward multiple pods as we scale, so this is an early, foundational seat on a growing team.

What makes us different: we are advice-first and education-led, not product-led. Our portfolios follow an evidence-based investment philosophy. Planning runs on Conquest, and our client experience follows a defined process (the True Wealth Roadmap). Our education brand, Retirement Planning Simplified, runs a podcast, YouTube channel and website that drive inbound interest. We are building a structured, career-tracked team so people can see exactly how they grow here, which is unusual for a firm our size.

Who we serve

Canadians aged roughly 50 to 70 approaching or in retirement, typically with $1M to $10M in investable assets. The work is genuine retirement and decumulation planning: income, tax, estate and transition. Clients come to us for clarity and ongoing advice, so the whole team is oriented around service quality and long-term relationships rather than transactions.

The Junior Financial Advisor

We are looking for a resourceful, growth-minded, and ambitious individual to join our expanding team. This role is suited for a recent graduate of a financial management program, or someone with experience working in a financial planning office, or in other administrative functions, and wanting to grow from a support role to a financial advisor.

This position will start as a support role to our Certified Financials Planners, and it requires someone who has the willingness to obtain their CSC license.

Key accountabilities:

Account openings, transfers, beneficiary and registration changes, contributions/withdrawals, RRIF/RRSP changes
Dealer/back-office liaison: resolving transfer rejections, debits, trade issues and follow-ups, all the way to done
Estate and document processing, DocuSign, fee addendums, AOR and KYC updates, Wealthbox CRM hygiene
Meeting prep and follow-up support alongside the Lead Advisor and Senior Financial Planner
Client follow-up for trade instructions

Qualifications

Dedicated client-service professional with 1-3 years of experience in client or customer service
A knowledge of financial services products with specialization on retirement solutions
Experience with database management and handling of confidential information
Experience in office administration practices and technologies, including general office software, CRM databases, DocuSign etc.
Demonstrated ability to problem-solve independently
Experience with aiding team members with administrative requirements, including, but not limited to, meeting preparation and support
Excellent written and verbal English communication skills
Ability to work daily in office in Peterborough, Ontario

What we offer you:

A starting competitive salary with clear opportunities for progression upon completion of certifications
We provide a structured path to work from operational support to becoming a Lead Advisor with support of a Certified Financial Planner (CFP) designation
A collaborative, values-minded team that works together with clients and removes pressure to build individual books of clients or client quotas
Opportunity to for future hybrid work flexibility based on client and team requirements

Pay: $45,000.00-$50,000.00 per year

Benefits:

Company events
Dental care
Disability insurance
Extended health care
Life insurance
Paid time off
Profit sharing
Wellness program

Experience:

Database administration: 1 year (required)
Financial services: 2 years (preferred)
office administrative: 2 years (required)

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in port hope, on

Associate Financial Advisor

Client Services Associate

Sales Associate Advisor, Advisor, Sales Manager, Insurance and Investments

Financial Planner

Financial Services Representative (Contract)

Banking Advisor

Financial Advisor

Financial Services Representative - 3 Month contract - Full time

Associate Planner - Bowmanville

Manager, Client Advice

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