Join our team as a Financial Planning Specialist, focusing on client satisfaction and business growth. This role offers a mix of planning, operations, and client engagement in a remote setup.
In this blended role, you will manage financial planning meetings and enhance client relationships through tailored strategies. Your entrepreneurial mindset will drive client acquisition efforts, and you will use technology effectively to optimize workflows. Expect a strong emphasis on details and proactive client communication.
Key Responsibilities:
• Conduct and lead client planning meetings with clarity
• Prepare comprehensive meeting agendas and plans
• Build and maintain up-to-date financial plans




• Prospect for new clients and support onboarding
• Collaborate with the Wealth portfolio management team
Requirements:
• 2+ years in the financial services field
• Strong speaking and written communication skills
• Proficient with relevant financial planning software
• Detail-oriented with excellent organizational skills
• Working knowledge of Canadian account types and interest in CIM designation
Drive success in your financial planning career within a supportive, versatile environment.
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📌 Remote Financial Planning Specialist (Toronto)
🏢 Professional Staffing
📍 Toronto