Launch Your Financial Planning Career – Advisor Assistant (Oakville)

Are you a recent graduate of a Financial Planning program with both your Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) completed?

Do you thrive in a fast-paced environment and have a genuine passion for helping others achieve their financial goals?

If so, we want to hear from you!

A well-established financial advisor in Oakville is looking for a bright, motivated Advisor Assistant to join their team. This is a fantastic prospect to learn directly from an experienced advisor, support a growing client base, and build a strong foundation for a rewarding career in financial services.

What You’ll Do:

- Support client onboarding, maintain accurate records, and assist with financial analysis

- Prepare client presentations, reports,



and planning documents

- Help develop and implement tailored financial plans

- Stay current on market and industry trends

- Deliver outstanding service to clients

What We’re Looking For:

- A recent graduate of a Financial Planning program

- Completion of both the CSC and CPH

- Strong analytical and organizational skills

- Excellent verbal and written communication
- A passion for financial planning and client service

- Eagerness to learn and grow within a dynamic team environment

If you're ready to take the first step in your financial services career, apply now and start building your future with confidence.

📌 Wealth Advisor Assistant (Oakville)
🏢 Staffix
📍 Oakville