Financial Planning Associate

Position: Financial Planning Associate Role
Become a pivotal team member at Wellington-Altus as a Financial Planning Associate based in Etobicoke. Your expertise will support personalized financial planning and enhance client relationship management.

Reporting to the Simon Harry Wealth Management Group, this role entails preparing detailed financial plans that cater to high-net-worth clients. You will analyze asset mixes, facilitate client meetings, and collaborate with lead advisors to align services with client goals, ensuring exceptional service that builds trust and loyalty.

Key Responsibilities:

• Develop and maintain clients' financial planning documents

• Analyze client portfolios and recommend appropriate strategies

• Conduct informational client meetings on financial goals

• Assist in client onboarding and transition processes

• Provide thorough documentation and scheduling support

Requirements:

• Bachelor’s degree in finance or related area

• Minimum 3 years in financial services or client-facing roles

• Ability to work independently in a fast-paced environment

• Proficiency in MS Office and CRM tools

• Commitment to ethical conduct and professional integrity

Enrich your career path and impact client success as part of Wellington-Altus.
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