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 setting 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 opportunity 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.