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 robust 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
• Solid understanding of financial concepts and compliance
• Highly organized with excellent attention to detail
Contribute to impactful financial planning while serving affluent clients in a team-oriented team at our Oakville firm.
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📌 Client Focused Financial Planning Associate Oakville (Canada)
🏢 The Vantage Talent Group
📍 Canada