Client-Focused Financial Planning Associate

Work with a reputable wealth management firm in Oakville as a Financial Planning Associate, specializing in high-net-worth client service. This role is designed for someone detail-oriented and eager to support financial planning and insurance processes.

You will play a vital role in developing financial plans, assisting in follow-up activities, and collaborating with advisors to ensure clients receive excellent service. This position demands strong analytical skills and a passion for client-focused financial solutions, making it perfect for those with experience in financial services.

Key Responsibilities:

• Assist in developing customized financial planning recommendations

• Conduct plan reviews to keep client information current

• Coordinate with banks and insurance carriers for client objectives

• Prepare documentation for client meetings and discussions

• Ensure proactive communication with clients throughout the process

Requirements:

• CFP designation or in pursuit of a financial planning credential

• 3+ years in wealth management or financial services

• 2+ years working with private clients

• Strong understanding of financial concepts and compliance

• Highly organized with excellent attention to detail

Contribute to impactful financial planning while serving affluent clients in a collaborative team at our Oakville firm.
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