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Financial Consultant Accounting & Finance Financial Analyst

Junior Associate — Client-Focused Financial Planning

Job in Guelph, Ontario, Canada
Listing for: Herr Wealth Advisory
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Accounting & Finance, Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 CAD Yearly CAD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A family-owned financial planning organization in Canada is seeking a proactive Junior Associate to enhance client relationships and manage investment activities. Responsibilities include responding to inquiries, processing transactions, and maintaining client data with a focus on accuracy. The ideal candidate has a relevant degree, 1–3 years of experience in financial services, strong problem-solving skills, and proficiency in Microsoft Office.

This role offers career growth in a supportive, innovative environment.
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Position Requirements
10+ Years work experience
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