Posted 58 months ago
Investment Advisor Associate
@ Bay Street Staffing
Toronto, Ontario
Overview
Bay Street Staffing is hiring a full-time Investment Advisor Associate in Toronto to support a well-established private wealth management advisor. The role covers account records, financial reporting and client presentations. Candidates need 3 to 4 years of financial associate experience and the Canadian Securities Course (C.S.C.). The firm offers a medical package, RRSP matching and a bonus pool.
Responsibilities:
- Manage account records
- Analyze financial data
- Update financial spreadsheets, reports and accounting discrepancies
- Prepare reports and client presentations
- Manage day-to-day financial procedures
Requirements summary:
- Canadian Securities Course (C.S.C.)
- 3 to 4 years or more as a financial associate
- Bachelor's degree in finance or accounting preferred
- Extensive knowledge of accounting procedures and standards
- Proficiency in integrated financial management software
Tools & skills
Source and dates
Source type not verified · zoho
- Employer posting date
- 2022-02-13
- First seen by our source
- 2026-10-15
- Source record updated
- 2026-10-15
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Finance & accounting |
| Experience | 3+ years |
| Hours per week | 40 (estimated) |
| Schedule | day |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | C.S.C. |
| Education | Bachelor’s degree (preferred) |
| Fields of study | Finance, Accounting |
| Perks mentioned | Retirement plan, Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Bay Street Staffing
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Bay Street Staffing is Canada's leading boutique recruitment agency.
Full company description
Bay Street Staffing is a Leader in the boutique staffing sector—offering fast, agile, exceptional customer service. We have partnered with some of Canada’s largest organizations to help them deliver the talent they are looking for. Building solid relationships built on trust and integrity is our signature at Bay Street Staffing. Bay Street offers expert, specialized recruiting practices that result in sought-after matches between candidates and employers. Today’s challenging business climate demands that companies hire the best talent to maintain a competitive edge. Bay Street Staffing’s consultants offer specialized insight into local markets, employment trends, global networks and the impact on the Canadian workforce.
- LinkedIn followers
- 131,054
- People associated on LinkedIn
- 38
- Reported office locations
- 301 King St. West 2nd Floor, Toronto, ON M5V1J5, CA
- Other recorded names
- Bay Street Staffing
- Specialties
- Recruitment
- Human resources
- Talent Acquisition
- Sales
- Capital Markets
- Agile
- Fintech
- Scrum
- Team Management
- Agile Methodologies
- Marketing
- Social Media Marketing
- CIM
- Finance
- Securities
- Investments
- Business Development
- and Employee Engagement
- Profile identifies a recruitment agency
- Yes
Bay Street Staffing is a Leader in the boutique staffing sector—offering fast, agile, exceptional customer service. We have partnered with some of Canada’s largest organizations to help them deliver the talent they are looking for. Building solid relationships built on trust and integrity is our signature at Bay Street Staffing. Bay Street offers expert, specialized recruiting practices that result in sought-after…
| Field | Value |
|---|---|
| Industry | Staffing and Recruiting |
| Company size | 11-50 employees |
| Headquarters | Toronto, ON |
| Organization type | Privately Held |
| Year founded | 2010 |
| Specialties | RecruitmentHuman resourcesTalent AcquisitionSalesCapital MarketsAgileFintechScrumTeam ManagementAgile Methodologies |
| Open jobs on Jobsy | 40 |
| View page |
Investment Advisor Associate - Toronto
This role is an associate position to support our financial advisor client. A well established advisor with a private wealth management firm in Toronto.
The outstanding financial associate will be one whose expertise in accurate reporting and efficient account management and an established understanding of private wealth management is widely accepted.
Who you are:
A detail oriented experienced associate with
- exceptional collaboration and communication skills
-superb organizational skills
-great analytical and problem-solving abilities
-extensive knowledge of accounting procedures and standards
-proficiency in integrated financial management software
-observes best practices in financial management and experience in a similar environment
Duties:
-manage account records
-analyze financial data
-manage account records
-update financial spreadsheets, reports, and accounting discrepancies
-preparing reports
-organize and conduct presentations for clients
-manage day to day financial procedures
Qualifications:
-C.S.C.
-3 to 4 years experience or more working as a financial associate
-Bacherlor’s degree in the finance or accounting would be considered a plus
The firm offers a great medical package, R.R.S.P. matching, an opportunity to participate in a bonus pool and a great opportunity to grow within the firm.
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