Join a forward-thinking wealth management practice as an Associate Financial Planner. Engage in client-facing duties that combine financial planning, client servicing, and business development in a remote-friendly setting.

Your expertise will be vital for fostering client relationships and ensuring they receive top-notch service from the outset. This role provides a strong foundation in financial planning while offering a explicit trajectory toward advanced designations and managing complex portfolios down the line, all supported by experienced mentors.

Key Responsibilities:
• Spearhead financial planning meetings with clients
• Oversee the onboarding process for current clients
• Prepare comprehensive financial documentation and agendas




• Produce follow-up recommendations post-client meetings
• Collaborate with teams to resolve client-related issues

Requirements:
• Minimum of 2 years in financial services, ideally advisory
• Solid verbal and written communication skills
• Excellent organization and attention to detail
• Familiarity with financial tools and CRM systems
• Interest in pursuing financial planning credentials preferred

Embrace a high-impact role that fosters growth and client success.
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📌 Client Facing Associate Financial Planner Role Ontario
🏢 Professional Staffing
📍 Ontario