Wealth Planning Associate — Client-Focused Finance
Job in
Southwestern Ontario, London, Ontario, Canada
Listed on 2026-02-18
Listing for:
Wellington-Altus Financial Inc.
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Banking & Finance, Financial Services
Job Description & How to Apply Below
A top-rated financial services company in Canada is seeking an Associate, Financial Planning to provide personalized financial planning and relationship management for clients. The ideal candidate will prepare financial plans, conduct client meetings, and help grow the client base. They should have a bachelor's degree and experience in financial services, ideally with CIRO licensing and working towards CFP designation. Competitive salary range of $65,000 - $90,000 annually, with additional benefits offered.
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Position Requirements
10+ Years
work experience
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