Job Description

Associate Financial Advisor

Full time, in office

(with flexibility)

Minimum requirement:

2+ years of relevant experience, registered or eligible for CIRO registration

Conquest requirement:

If applying at Level 3, you must have experience working in Conquest (plan inputs, scenario updates, meeting prep support), and have more than 3 years experience.

About Matthews + Associates

Most wealth firms still push product. We do something different.

Matthews + Associates is an advice first retirement planning firm built for Canadians nearing or in retirement, typically with $1M to $10M in investable assets. We lead with real planning, tax aware decisions, and evidence based investing. No product agenda. No pressure sales. No eat what you kill culture.

We believe an advisor career should not require you to be a rainmaker to grow. You can build an amazing career by becoming exceptional at advice delivery, client trust, and execution.

Matthews + Associates' offers career paths in financial advising, financial planning, client service and operations.

Our client first culture is built around 5 core values:

Be Approachable

Warm, kind, and grounded with clients and teammates Calm under pressure and emotionally aware Makes it easy for people to ask questions and get support

Growth Mindset

Always looking for a better way Curious, coachable, and committed to learning Adapts quickly as the firm, tools, and client needs evolve

Commit to Sustainability

Protects team capacity and client experience long term Thinks in systems, not shortcuts Makes decisions that support the firm, clients, and community for the long haul

Accountability

Owns outcomes and follows through without excuses Communicates early when something is off track Takes responsibility for personal growth and earns increased responsibility through initiative and results

Harmony

Works in a way that supports a rich life, not a life dominated by work Uses flexibility responsibly and steps up during busy seasons and major projects Understands that career growth requires extra effort over time, including education, professionalism, and relationship building

The Role

This role is for someone who wants to become an excellent relationship based advisor, and who is willing to earn trust over time.

You will support client meetings, follow up, and implementation while building the technical and communication skills to eventually lead relationships. Depending on your experience, you may begin by supporting a Lead Advisor, and gradually take on meeting leadership and your own client segment.

We are open to hiring at Associate Advisor Level 2 or Level 3 depending on experience.

Primary Outcomes

Client meetings are well prepared, well followed up, and feel calm and professional Clients experience clarity and trust because communication is strong and consistent Implementation and service actions get done efficiently and accurately Advisors gain capacity because you own meaningful client work end to end

What You Will Own

Client meeting support and follow through

Support meeting prep, agenda coordination, and delivery logistics Attend meetings, take notes, and ensure action items are captured and completed Draft client follow up emails and implementation summaries for advisor review Coordinate client requests and ensure nothing falls through the cracks

Planning support and Conquest inputs

Support plan data gathering, updating, and scenario prep Work within Conquest (Planning Software) as part of meeting prep, plan updates, and ongoing client changes

Implementation and client service overlap

Coordinate onboarding steps, paperwork flow, and transfer progress with the client care team Support account maintenance tasks as required (money movement coordination, beneficiary updates initiated through proper workflows, trade support under advisor supervision) Provide backup coverage on operational items when needed, especially during spring and fall client review periods

Growth into advice delivery

Over time, begin leading portions of meetings and client communications Build EQ, communication, and client confidence skills Develop toward full ownership of relationships aligned to your capability and credential path

Role Level Expectations

Associate Advisor Level 2

Strong meeting prep and follow through, reliable execution Supports planning updates and client communications with confidence Comfortable with basic implementation workflows and service coordination Conquest exposure preferred, not required Capable of leading portions of client meetings (develop and deliver advice with supervision) Enrolled in CFP program

Associate Advisor Level 3

Can run meeting prep end to end and capable of leading client meetings and relationships for less complex clients. Conquest experience required Strong judgement, clear writing, proactive client communication On track toward CFP, or already progressing through advanced education

Required Qualifications

2+ years of relevant financial services experience Strong communication, high professionalism, client first mindset Reliable execution, strong follow through, and comfort owning workflows If applying at Level 3, Conquest experience is required & some experience managing client relationships

Preferred Qualifications

CSC (IIROC Licenced) completed (or ability to complete quickly if required for your scope) CFP in progress, or strong intention to pursue Experience in an advice first planning process, not product sales

How to Apply

Send your resume and a short note including:

Why this role fits you Your experience supporting meetings and follow through Your Conquest experience, if any Your education path (CSC, CFP, other)
Next steps may include a virtual interview followed by a short sample work assignment, Kolbe assessment and an in-office interview with our team.

Job Type: Full-time

Pay: $75,000.00-$100,000.00 per year

Benefits:

Disability insurance Extended health care Life insurance On-site parking Paid time off RRSP match
Work Location: In person