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
- 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.

📌 Client-Focused Financial Planning Associate (Oakville)
🏢 The Vantage Talent Group
📍 Oakville